Meet Our People - Trust

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George Steinemann, AIF® Senior Vice President & Managing Director 419-627-4530 Email George Steinemann is a graduate of Sandusky High School; Hobart College in Geneva, New York (B.S. - Biology) and the University of Wisconsin at Madison (M.A. - Business). A financial advisor since 1999, he is responsible for over $135 million in investment assets. He serves on the board for both the Erie County Health Department and Sandusky Maritime Museum. His office is located in Citizens Bank building in downtown Sandusky.

 

J. David Hoskins Vice President & Trust Officer 937.653.0376 Fax 800.604.9368 Toll Free Email David is a Trust Officer with over 12 years of experience in banking, trust and investment management.  He graduated with a B.A. in Finance and an emphasis in Investments at Cedarville College in Ohio.  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 Kiwanis, Springfield Arts Council, Community Leadership Academy, Junior Achievement, United Way, and Southgate Church. Dave has offices in Urbana and Troy Ohio.

 

Ramona Schleppi Vice President & Trust Officer 614-210-2403 phone 800.604.9368 Toll Free Email Ramona Schleppi brings 28 years experience in the securities industry to Citizens Wealth Management’s team.  Ramona holds numerous security licenses, currently Series 6, 7, 24, 63, 65 as well as an Ohio Life, Health & Variable Annuity license.  She is located in the Dublin Ohio office.

 

James V. Saccardi, AIF® Trust Investment Manager 419-627-4672 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.

 

John Wannemacher JD - Trust Officer 937-440-9748 Email John Wannemacher earned his Bachelor of Science Degree at the University of Dayton and graduated from the Salmon P. Chase School of Law, J.D.  Mr. Wannemacher is actively involved in the Troy community as a member of the Miami County, Ohio State and American Bar Associations.   He currently sits on the Board of Commissioners for the Miami County Park District and is a member of the Troy Rotary Club and the Knights of Columbus.

 

 

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