Pat Murray has helped clients successfully manage their wealth throughout good times and bad.

He began his career in the financial services industry in 1990 and was with several leading firms before joining UBS in 2009. Prior to entering the business, Pat earned a bachelor's degree in Political Science from Wittenberg University.

Pat is involved in the Boys and Girls Club of Erie County and lives in Vermillion, Ohio with his wife Colleen. They are the proud parents of twin daughters.

Registered States:
AZ, CA, CO, FL, GA, IL, MD, MI, MN, NC, NY, OH, PA, RI, SC, TN, TX, VA, WA

Brian Allen brings a wealth of knowledge and experience to a team that strives to provide a world-class excellent client experience.

His wealth management career began at Dean Witter Reynolds in 1994 and he joined UBS in 2009. He earned a bachelor's degree in Business from The Ohio State University where he majored in Finance.

Brian's passion outside of the office is spending time with his family and boating on Lake Erie. He is active in the community and lives in Huron, Ohio with his wife and 5 children.

Registered States:
AZ, CA, CO, DC, FL, GA, IL, MD, MI, MN, MT, NC, NY, OH, PA, SC, TN, TX, VA

Steve Hafner truly enjoys the challenge of helping clients with their investment, retirement and income planning needs during the periodic ups and downs of the financial markets.

Steve is a proud Buckeye having earned a bachelor's degree in Business from The Ohio State University. He started in the financial services industry in 1996 and joined UBS in 2015.

In his limited spare time, Steve enjoys golf, exercise and volunteering for Serving Our Seniors of Erie County. He belongs to the Sandusky Yacht Club and lives in Sandusky with his wife Lori.  They are the parents of two children.

Stephanie's favorite part of the business is developing and maintaining strong relationships with the team's clients and providing them with world-class service support.

She joined UBS in 2010 and got off to a quick start earning both her Series 7 and Series 66 securities licenses. Stephanie holds two Associate's degrees from Lorain Business College; one in Accounting and one in Business Administration.

When she is out of the office, Stephanie loves biking, walking and spending time on the beach with her husband and two children. They live in Huron, Ohio.

Registered States:
AZ, CA, FL, MD, MI, NC, NY, OH

Duane Ohly is dedicated to a consultative approach and active portfolio management to help his clients reach their goals.

As a Portfolio Manager and Retirement Plan Consultant, Duane brings a wealth of experience to his role at UBS. After studying Accounting and Marketing at Bowling Green State University, he entered the financial services business.  He started his career at Merrill Lynch in 1991 and joined UBS in 2009.

Duane and his wife Jane live in Sandusky and have three children. When not serving his clients, Duane enjoys boating skiing and travelling.

Registered States:
AL, AZ, CA, FL, GA, IL, KS, MI, MN, NC, OH, PA, SC, TN, TX, VA, WI

Brett Kinzel is passionate about helping clients articulate and prioritize their needs and aspirations and then putting together a plan to pursue them.

Brett holds a bachelor's degree in Journalism which he earned at the University of Minnesota. He began his career at Merrill Lynch in 1994 and joined UBS in 2009.

In the summer months, Brett enjoys boating and golf. He is a longtime volunteer at the YMCA and served several terms as Board President.  He also volunteers at the United Way and coaches youth basketball.  He and his wife live in Perkins Township, Ohio and have three grown children.

Registered States:
AL, AZ, CA, FL, IL, MI, MN, MS, NC, NY, OH, PA, SC, TN, TX, VA, VT, WI

Rebecca has been proudly providing service support to clients since 1985.

She began her career at Prescott, Ball & Turben and since that time has worked for several leading firms. She passed her Series 7 securities exam in 2000 and the Series 66 in 2005.  She joined UBS in 2009.

Rebecca is the proud parent of a son and daughter and lives in Sandusky, Ohio. In her spare time she loves snow skiing, golfing, boating and running.

Registered States:
FL, MN, OH