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Jason Kuhnle, CFP®
I am a Certified Financial PlannerTM with over 20 years of experience in the financial services industry. I graduated from Wittenberg University with a bachelor's degree and earned my MBA from Bowling Green State University. I am a licensed Life, Health and Variable Annuity agent with Series 7 and 66 registrations held through LPL Financial. I reside in Brownhelm Township with my wife and two sons. I currently serve on the board of the Boys and Girls Club of Erie County, I am an active member in the Rotary Club of Sandusky, and coach my sons’ football, baseball and basketball teams.
J. David Hoskins, CFP®
Tessa Steinemann, CFP®
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.
Vice President & Trust Officer
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.
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.