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, Senior Vice President and Wealth Management Director - Civista Bank

Jason Kuhnle, CFP^®

Senior Vice President, Wealth Management Director

100 E Water St
Sandusky, Ohio 44870

O: 419.627.4662

Email Jason Kuhnle

Cuyahoga County, Erie County, Ottawa County, Summit County

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.

J. David Hoskins, CFP^®

Vice President & Financial Consultant

601 Scioto St
Urbana, Ohio 43078

O: 937.653.1176

Email David Hoskins

Franklin County, Madison County, Delaware County, Union County, Champaign County, Logan County, Miami County, Montgomery County

I am a Certified Financial Planner^TMwith 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, Assistant Vice President and Financial Consultant - Civista Bank

Tracy Troxel, ChFC^®

Assistant Vice President, Financial Consultant

36 E Seminary St
Norwalk, Ohio 44857

O: 419.744.3135

Email Tracy Troxel

Erie County, Crawford County, Huron County, Richland County

With over 20 years of experience in the financial industry, I bring a wealth of expertise to my work, backed by my ChFC (Chartered Financial Consultant) designation from the American College. I am deeply committed to serving the community as a Trustee of the Terra College Foundation and Chair of the Imagine for Youth Foundation. I am also proud to have served 28 years in the United States Air Force and the Ohio Air National Guard, retiring with the rank of Chief Master Sergeant.

Paul Appel

Financial Consultant

100 E Water St
Sandusky, Ohio 44870

O: 419.627.4610

Email Paul Appel

Cuyahoga County, Erie County, Ottawa County, Summit County

I am a graduate of Michigan State University with a bachelor's degree in accounting and earned my MBA from Cleveland State University. I have over 3 years’ experience in the financial service industry and carry series 7 and 66 registrations held through LPL Financial. I currently live in Avon Lake with my wife, Trisha and my two children. I am the head girls' basketball coach at Avon Lake High School and enjoy spending time with my family in activities around the Cleveland and Sandusky communities.

Thomas Palmer

Vice President, Financial Consultant

215 W Eads Pkwy

Lawrenceburg, Indiana 47025

O: 812.496.0736

Email Thomas Palmer

Dearborn County, Ripley County

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.

No matches found. Please try again.

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

LPL Financial Form CRS

Civista Bank provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Civista Bank for these referrals. This creates an incentive for Civista Bank to make these referrals resulting in a conflict of interest. Civista Bank is not a current client of LPL for advisory services.

Please visit LPL's Relationship Disclosure for more information.