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Meet Our Team

Civista Investments

Find a Financial Consultant 

Search for a financial consultant near you by name, state, or county to schedule an appointment. 

Check the background of investment professionals associated with this site on FINRA’s Broker Check.

Jason Kuhnle

Jason Kuhnle, CFP®

Senior Vice President, Wealth Management Director


Location pin icon100 E. Water Street
        Sandusky, Ohio 44870

Phone iconO: 419.627.4662

Cuyahoga, Erie, Ottawa, Summit

I graduated from Wittenberg University with a bachelor's degree and earned my MBA from Bowling Green State University.  I have over 20 years' experience in the financial services industry and I am a licensed Life, Health and Variable Annuity agent with Series 7 and 66 registrations held through LPL Financial.  I reside in Brownhelm Township with my wife and two sons.  I currently serve on the board of the Boys and Girls Club of Erie County, I am an active member in the Rotary Club of Sandusky, and coach my sons’ football, baseball and basketball teams.

Dave Hoskins

J. David Hoskins, CFP®

Vice President & Financial Consultant

Location pin icon601 Scioto Street
       Urbana, Ohio 43078

Phone iconO: 937.653.1176

Franklin, Madison, Delaware, Union, Champaign, Logan, Miami, Montgomery 
I am a Certified Financial Planner TM with over 20 years of experience in banking, trust and investment management.  I graduated with a B.A. in Finance and an emphasis in Investments at Cedarville University in Ohio.  I am a licensed Life, Health and Variable Annuity agent with a Series 7 registration held through LPL Financial.  In my community, I am involved through affiliations with Rotary, Financial Planning Association of Central Ohio, United Way, Leadership Champaign and Clark Counties and Southgate Church.  I also served on the board of directors of the Urbana University Foundation, Springfield Arts Council and The Gathering of the Miami Valley.
Tracy Troxel

Tracy Troxel, ChFC®

Assistant Vice President, Financial Consultant

Location pin icon36 East Seminary Street
       Norwalk, Ohio 44857

Phone iconO:  419.744.3135

Erie, Crawford, Huron, Richland
I have over 15 years of experience as a financial advisor and have a Check (Charted Financial Consultant®) designation. I graduated from Terra State Community College and Tiffin University. I am a licensed Life, Health and Variable Annuity agent with a Series 6, 7 & 66 registrations held through LPL Financial. I am a board member of the United Way of Sandusky County and chairman of the Imagine for Youth Foundation. As a retired Chief Master Sergeant from the United States Air Force and the Ohio Air National Guard, I volunteer as an aircraft mechanic and flight crewman with the B-25 Mitchell Bomber at the Liberty Aviation Museum in Port Clinton, Ohio.

Tessa Steinemann, CFP® 

Assistant Vice President, Financial Consultant

Location pin icon 100 E. Water Street 
Sandusky, Ohio 44870

Phone icon O: 419.627.4610

Erie, Ottawa

I am a Certified Financial PlannerTM with 9 years of experience in the financial services industry. I graduated with a Bachelor of Arts - Economics from Denison University and a Master of Business Administration from The Ohio State University.

As an Erie County native, I am the Vice President of North Coast Young Professionals, Treasurer of Sandusky Education Foundation and serve on the board for Boys & Girls Club of Erie County and Firelands Symphony Orchestra. I am also an active member of the Sandusky Rotary.

Tom Palmer

Thomas Palmer

Vice President, Financial Consultant

Location pin icon 215 West Eads Parkway
Lawrenceburg, Indiana 47025

Phone icon O: 812.496.0736

Dearborn, Ripley
I have over 18 years of experience in the financial services industry and attended the American College of Finance.

A Resident of Lawrenceburg, I stay active in the community as a Board member of the Southeastern Indiana Regional Port Authority, Board Member of the Dearborn County Chamber Young Professionals, Chairperson of the Lawrenceburg Downtown Partnership and Board Member of the Southeast Indiana Chamber Foundation.  I am a licensed Life, Health and Variable Annuity agent with Series 7, 63 and 65 registrations held through LPL Financial.
Patti Rodgers

Patricia L. Rodgers

Financial Consultant

Location pin icon36 E. Seminary Street
       Norwalk, Ohio 44857

Phone iconO:  419.744.3110

Huron
A graduate of Bowling Green State University, I have over 15 years’ experience in banking.  I am a licensed Life, Health and Variable Annuity agent with Series 6 registration held through LPL Financial.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Opens in a new Window)/SIPC(Opens in a new Window)). Insurance products are offered through LPL or its licensed affiliates. Civista Bank and Civista Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Civista Investments, and may also be employees of Civista Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Civista Bank or Civista Investments.  Securities and insurance offered through LPL or its affiliates are:

 

 

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

 

 

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, GA, IA, IN, KY, MD, ME, MI, MN, MO, NC, NY, OH, SC, TX, VA, & WA