Meet Our People - Brokerage Services

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George Steinemann, CFP®, AIF® Senior Vice President & Managing Director 100 E Water St Sandusky OH 44870 419-627-4530 or 888-645-4121 Email George Steinemann is a graduate of Sandusky High School, Hobart College, and the University of Wisconsin-Madison, where he earned an M.A. – Business degree.  He is both a Certified Financial PlannerTM and an Accredited Investment FiduciaryTM, a licensed Life, Health and Variable Annuity agent, and holds Series 7, 63 and 65 licenses.  A financial advisor since 1999, George manages over $135 million in client assets.  Active in the community, he is Board Vice President for the Boys and Girls Club of Sandusky, and a board member for Sandusky Maritime Museum, Erie County Health Department, and Plum Brook Country Club.

 

Steven Hafner, AIF® Vice President & Senior Financial Consultant 100 E Water St Sandusky OH 44870 419-627-4662 or 888-645-4121 ext 10162 Email Steve is a graduate of The Ohio State University and an Accredited Investment FiduciaryTM.  Steve has over 25 years of financial services experience. He holds Series 7, 63 and 65 Securities licenses along with Life, Health and Variable Annuity License. He is active in his community through his involvement with the Sandusky Rotary Club and Serving Our Seniors, along with other clubs and organizations.

 

Todd Brown Vice President & Financial Consultant 6400 Perimeter Drive Dublin OH 43016 614-210-2437 or 800-604-9368 ext 11837 Email Todd graduated with a B.A. in Finance from Ohio University and has 13 years of experience in banking, trust and investment management. He holds Series 7 and 66 securities licenses along with a Life, Health and Variable Annuity license. Todd is actively involved in his community through affiliations with Rotary Club of Columbus, United Way Young Leadership Group, Athletic Club of Columbus and The Childhood League.

 

J. David Hoskins, CFP® Vice President & Financial Consultant 601 Scioto Street Urbana OH 43078 937-653-1176 or 800-604-9368 ext 11576 Email David is a financial consultant with over 15 years of experience in banking, trust and investment management.  He graduated with a B.A. in Finance and an emphasis in Investments at Cedarville University in Ohio.  David holds his Series 7 securities as well as the Ohio Life, Health and Variable Annuity Insurance license. David is actively involved in his community through affiliations with Rotary, Kiwanis, Springfield Arts Council, Community Leadership Academy, Gathering of Greater Springfield, United Way, and Southgate Church.

 

Jackie Griggs Vice President & Trust Officer 36 E Seminary Street Norwalk OH 44857 419-744-3157 or 888-645-4121 ext 15157 Email Jackie Griggs is a graduate of Sandusky High School and the National Graduate Trust School. She has been in banking for over 32 years with 29 years of it in trust. She has attended numerous banking and trust programs through the American Institute of Banking and holds a Series 7 securities license and Ohio Life, Health and Variable Annuity License. Jackie is active in the Norwalk Kiwanis Club.

 

Kathleen S. Dailey, CTFA Vice President and Investment Services Manager 100 E Water Street Sandusky OH 44870 419-625-8446 or 888-645-4121 ext 10146 Email Kathy’s background includes more than 18 years experience in the securities industry and 21 years in bank administration and operations. She is a Certified Trust and Financial Advisor (CTFA) and holds Series 7, 63 and 65 securities licenses along with an Ohio Life, Health and Variable Annuity license.  She is a member of Zonta Club of Sandusky.

 

Dawn L. Solberg Branch Leader and Licensed Banker 702 West Perkins Avenue Sandusky OH 44870 419-627-4579 or 888-645-4121 ext 10279 Email Dawn is a financial consultant with over 20 years of experience in the financial industry.  She holds the Series 6, 63 securities licenses and Ohio Life, Health and Variable Annuity Insurance License.  Dawn is a 2005 graduate of Leadership Erie County (LEADS) and is currently on the Board of Trustees.  She is actively involved in Firelands for Positive People and the Erie County Chamber of Commerce, where she serves on the Ambassadors Committee.

 

Patricia L. Rodgers Branch Leader and Licensed Banker 208 South Washington Castalia OH 44824 419-684-5335 or 888-645-4121 ext 10402 Email Patti is a graduate of Bowling Green State University and has 12 years experience in banking.  She holds a Series 6 and an Ohio Life, Health and Variable Annuity Insurance licenses.

For more information, call 888-645-4121 or email

 

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Not Insured by Any Federal Government Agency		Not a Bank Deposit

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. The Citizens Banking Company and Citizens 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, CO, DC, FL, IA, IL, MI, MO, MS, NJ, NC, NY, OH, PA SC, TX, WA, WV & WY.