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Meet Our People - Trust

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George Steinemann, CFP®, AIF®
Senior Vice President & Managing Director
100 E Water St Sandusky OH 44870
419-627-4530
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, where he is chairman of the Finance Committee.

 

Jackie Griggs
Vice President & Trust Officer
36 E Seminary Street Norwalk OH 44857
419-744-3157
888-645-4121

Email

Jackie Griggs is a graduate of Sandusky High School and the National Graduate Trust School. She has been in banking for 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 Life, Health and Variable Annuity License. Jackie is active in the Norwalk Kiwanis Club.

 

Steven Hafner, AIF®
Vice President & Trust Officer
100 E Water St Sandusky OH 44870
419-627-4662
888-645-4121

Email

Steve Hafner is a graduate of Sandusky High School and holds a Bachelors degree in Business Administration from Ohio State University. He has over 25 years of financial services experience, is an Accredited Investment FiduciaryTM and 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 & Trust Officer
6400 Perimeter Drive Dublin OH 43016
614-210-2437
800-604-9368

Email

Todd graduated with a B.A. in Finance from Ohio University and has over 12 years of experience in banking, trust and investment management. He holds a Series 7 and 66 securities 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 & Trust Officer
601 Scioto Street Urbana OH 43078
937-653-1176
800-604-9368

Email

David graduated with a B.A. in Finance and an emphasis in Investments at Cedarville University in Ohio and has over 15 years of experience in banking, trust and investment management. David holds his General Securities Representative License (Series 7) as well as the Ohio Life and Health Insurance licenses. 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

 

James V. Saccardi, AIF®
Vice President and Trust Investment Manager
100 E Water St Sandusky OH 44870
419-627-4672
888-645-4121

Email

Jim earned his Bachelors degree from Baldwin-Wallace College, Masters in Education from Bowling Green State University and his MBA from Case Western Reserve University with concentration in Investment Management and Analysis. Jim also holds a Series 7, 55, 63, and 65 securities licenses and is an Accredited Investment FiduciaryTM

 

Phyllis Bransky
Vice President Select Banking
100 E Water St Sandusky OH 44870
419-627-4670
888-645-4121

Email

Phyllis Bransky is in charge of our Select Banking program, a private banking service. She is a graduate of Kent State University and has 25 years of banking experience. Phyllis is involved with the Sandusky Rotary Club, Zonta Club of Sandusky, the Board of Directors of United Way of Erie County, Firelands Habitat for Humanity, Firelands Symphony Orchestra and St. Peters Church, Huron.

Trust Services offered by the Citizens Banking Company

 

 


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