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Meet Our Team

Wealth Management 

 Find a Relationship Manager

Search for a relationship manager near you by name, state, or county to schedule an appointment.
 
 
 
 
 
 
 
 
Jason Kuhnle

Jason Kuhnle, CFP®

Senior Vice President, Wealth Management Director

Location pin icon100 E. Water Street
Sandusky, Ohio 44870

Phone iconO: 419.627.4662

Cuyahoga, Erie, Ottawa, Summit
I am a graduate of Wittenberg University earning my bachelor's degree and earned my MBA from Bowling Green State University. I have over 15 years' of experience in the financial industry. A resident of Brownhelm Township, I stay active in the community as Athletic Director for St. Joseph School in Amherst, serve on the St. Joseph Athletic Association board and coach my sons' football, baseball and basketball teams.
Dave Hoskins

J. David Hoskins, CFP®

Vice President & Trust Officer

Location pin icon601 Scioto Street
Urbana, Ohio 43078

Phone iconO: 937.653.1176

Franklin, Madison, Delaware, Union, Champaign, Logan, Miami, Montgomery 
I am a Certified Financial Planner TM with over 20 years’ experience in banking, trust and investment management. I graduated with a B.A. in Finance and an emphasis in Investments at Cedarville University in Ohio. In my community, I am actively involved with Rotary Club, Financial Planning Association of Central Ohio, Leadership Champaign and Clark Counties, The Gathering of the Miami Valley and member of Southgate Church.
Tessa Steinneman

Tessa Steinemann, CFP®

Assistant Vice President, Relationship Manager

Location pin icon 100 E. Water Street 
Sandusky, Ohio 44870

Phone icon O: 419.627.4610

Erie

I am a Certified Financial PlannerTM with over 8 years of experience in the financial services industry. I graduated with a Bachelor of Arts - Economics from Denison University and a Master of Business Administration from The Ohio State University.

As an Erie County native, I serve on the board for Boys & Girls Club of Erie County, Firelands Symphony Orchestra, and North Coast Young Professionals. I am also an active member of the Sandusky Rotary.

Steven Howard

Steve Howard

Vice President & Trust Officer


Location pin icon 6400 Perimeter Drive
Dublin, Ohio 43016

Phone icon O:  614.210.2437

Delaware, Franklin, Madison, Union

I have over 30 years of financial services experience specializing in financial/retirement planning, investment, estate planning and fiduciary account administration.  I earned my bachelor’s degree from Ohio State University and juris doctor from Capital University Law School.

I volunteer my time and expertise by serving on the Columbus Bar Association’s Estate Planning and Probate Committees, the Ohio State Bar Association’s Estate Planning, Trust and Probate Committee, the Nationwide Children’s Hospital Professional Advisors Committee, the Columbus Foundation Advisors Committee and the Dublin Coffman High School Girls Booster Club.

Tom Palmer

Thomas Palmer

Relationship Manager

Location pin icon 215 West Eads Parkway
Lawrenceburg, Indiana 47025

Phone icon O: 812.496.0736

Dearborn, Ripley
I have over 18 years of experience in the financial services industry and attended the American College of Finance.
 
A Resident of Lawrenceburg, I served as a two time Lawrenceburg Lions President and 12 year member, Board member of the Southeastern Indiana Regional Port Authority, Board Member of the Dearborn County Chamber Young Professionals, Chairperson of the Lawrenceburg Downtown Partnership and Board Member of the Southeast Indiana Chamber Foundation.  
Tracy Troxel

Tracy Troxel

Assistant Vice President, Relationship Manager

Location pin icon 207 Milan Ave
Norwalk, OH 44857

Phone icon O: 419.744.3135

Huron, Erie, Richland, Crawford

I have over 16 years of experience as a financial advisor and have a ChFC (Charted Financial Consultant) designation. I graduated from Terra State Community College and Tiffin University. I am a board member of the United Way of Sandusky County and chairman of the Imagine for Youth Foundation. As a retired Chief Master Sergeant from the United States Air Force and the Ohio Air National Guard, I volunteer as an aircraft mechanic and flight crewman with the B-25 Mitchell Bomber at the Liberty Aviation Museum in Port Clinton, Ohio.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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