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Civista Wealth Management 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

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I am a graduate of Sandusky High School, Hobart College, and the University of Wisconsin-Madison, where I earned an M.A. – Business degree.  Since 1999 I have been a Certified Financial PlannerTM  and manage over $135 million in client assets. Active in the community, I am Board Vice President for the Boys and Girls Club of Sandusky, and a board member for Sandusky Maritime Museum and Erie County Health Department.

 

James Saccardi, AIF®
Senior Vice President, Trust Investment Manager

Address:

100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4672

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I earned my Bachelor’s degree from Baldwin-Wallace College, Masters in Education from Bowling Green State University and an MBA from Case Western Reserve University with concentration in Investment Management and Analysis. I am an Accredited Investment Fiduciary TM.