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Civista Investments Team: Erie County

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George Steinemann

George Steinemann, CFP®
Senior Vice President & Managing Director

Address:

100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4530

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A graduate of Sandusky High School, Hobart College, and the University of Wisconsin-Madison, where I earned an M.A. Business degree, I  have been a financial advisor since 1999 and today manage over $200 million in client assets.  I am both a Certified Financial Planner TM, and an Accredited Investment FiduciaryTM, a licensed Life, Health and Variable Annuity agent with Series 7, 63, and 65 registrations held through LPL Financial.

In the community, I serve as the Board President for the Boys and Girls Club of Erie County and Board President Pro-Tem for the Erie County Health Department. I am also a member of Rotary, Sandusky Yacht Club, Sandusky Sailing Club, and Plum Brook Country Club.

 

Kathy Dailey

Kathy Dailey, CTFA
Vice President & Investment Services Manager

Address:

100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-625-8446

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My experience includes over 20 years in the securities industry and 21 years in bank administration and operations. I am a Certified Trust and Financial Advisor (CTFA) and I am a licensed Life, Health and Variable Annuity Agent with Series 7, 63 and 65 registrations held through LPL Financial.  I am an active member of Zonta Club of Greater Sandusky.

 

Jason Kuhnle

Jason Kuhnle
Vice President & Financial Consultant

Address:

100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4662

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I graduated from Wittenberg University with a bachelor's degree and earned my MBA from Bowling Green State University.  I have over 15 years' experience in the financial industry and I am a licensed Life, Health and Variable Annuity agent with Series 7 and 66 registrations held through LPL Financial.  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.

 

 

Securities and advisory services offered through LPL Financial, member FINRA, SIPC and a registered Investment Advisory. Insurance products offered through LPL Financial or its licensed affiliates. Civista Bank and Civista Investments are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, DC, FL, IA, IL, IN, MD, ME, MI, MN, MO, NC, NY, OH, OR, PA, SC, TX, VA & WA.