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Civista Investments Team: Erie County

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George Steinemann, CFP®
Senior Vice President & Managing Director

Address:

100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4530

Email Me

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 $135 million in client assets.  I am both a Certified Financial Planner TM, and an Accredited Investment Fiduciary TM, 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 Vice President for the Boys and Girls Club of Sandusky, and a board member for Sandusky Maritime Museum and Erie County Health Department.

 

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 over18 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 Sandusky.

 

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 gegree 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.

 

Dawn L. Solberg
Financial Consultant

Address:

702 West Perkins Avenue
Sandusky, Ohio 44870

Phone:  419-627-4579

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I have over 20 years of experience in the financial industry and I am a licensed Life, Health and Variable Annuity agent with Series 6 and 63 registrations held through LPL Financial.

A 2005 graduate of Leadership Erie County (LEADS), I am currently on the Board of Trustees and also actively involved in Firelands for Positive People and the Erie County Chamber of Commerce, where I serve on the Ambassadors Committee.

 

Patricia L. Rodgers
Financial Consultant

Address:

208 South Washington
Castalia OH 44824

Phone:  419-684-5335

Email Me

A graduate of Bowling Green State University and have over 12 years experience in banking.  I am a licensed Life, Health and Variable Annuity agent with Series 6 registrations held through LPL Financial.

 

 

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: AZ, CA, DC, FL, IA, IL, IN, MD, MI, MN, MO, MS, NY, OH, OR, PA, SC, TX, VA & WY.