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Jason Kuhnle, CFP®
Sandusky, Ohio 44870
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®
Urbana, Ohio 43078
Tracy Troxel, ChFC®
Norwalk, Ohio 44857
Tessa Steinemann, CDFA®, CFP®
I am a Certified Financial PlannerTM and Certified Divorce Financial Analyst® professional with over 10 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. I am a licensed Life, Health and Variable Annuity agent with Series 7 and 66 registrations held through LPL Financial.
As an Erie County native, I am the Treasurer of Sandusky Education Foundation, Development Chair for Firelands Symphony Orchestra, and serve on the board for Boys & Girls Club of Erie County and North Coast Young Professionals. I am also a member of the Sandusky Rotary.