Steve Hafner is a graduate of Sandusky High School and holds a Bachelors degree in Business Administration from Ohio State University. He has over 20 years of financial services experience. Steve is a member of the Sandusky Rotary Club, Ohio State Alumni Club of Erie County and Sandusky Elks Lodge. His office is located in Citizens Bank building in downtown Sandusky.
Kathleen S. Dailey, CTFA
Investment Services Manager
419-625-8446
Kathy Dailey’s background includes more than ten years experience in the securities industry and 21 years in bank administration and operations. She holds Series 7, 63 and 65 securities licenses along with a Life, Health and Variable Annuity license She is a member of Zonta Club of Sandusky Area.
Lorraine L. Moriarty
Financial Consultant
419-627-4671
Lorraine has over 13 years of banking experience and she holds Series 6 and 65 Securities Licenses and a Life & Health Insurance License. She is a member of Zonta Club of Sandusky Area.
Securities and Investment Advisory products are provided by UVEST Financial Services, Member FINRA, SIPC and a SEC Registered Investment Advisor. UVEST and Citizens Wealth Management are independent entities.
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Temporary Liquidity Guarantee Program - Our institution has elected to participate in the FDIC’s Transaction Account Guarantee Program. Under that program, through June 30, 2010, all non-interest bearing transaction accounts are fully guaranteed by the FDIC for the entire amount in the account. Coverage under the Transaction Account Guarantee Program is in addition to and separate from the coverage available under the FDIC’s general deposit insurance rules.
