Citizens Bank

Meet Our People - Brokerage Services

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Steven Hafner, AIF^®
Vice President and Senior Financial Consultant
419-627-4662

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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

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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

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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.

For more information, call 888-645-4121 or email

Not FDIC Insured Not Bank Guaranteed May Lose Value

Not Guaranteed by any Government Agency Not a Bank Deposit

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.

Citizens/Champaign Bank will never ask you for account or personal information via email or a link to a website. If you received a suspicious email and provided your account or personal information, contact Customer Service immediately at (888) 383-5133.

For your convenience, Citizens Bank offers various links that may direct you away from the Citizens web site. Citizen Bank is not responsible for content or security of these web sites.
NOTICE OF CHANGES IN TEMPORARY FDIC INSURACE COVERAGE FOR TRANSACTION ACCOUNTS- All funds in a "noninterest-bearing transaction account" are insured in full by the Federal Deposit Insurance Corporation from December 31,2010, through December 31,2012. This temporary unlimited coverage is in addition to, and separate from, the coverage of at least $250,000 available to depositors under the FDIC's general deposit insurance rules. The term "noninterest-bearing transaction account " includes a traditional checking account or demand deposit account on which the insured depository institution pays no interest. It also includes Interest on Lawyers Trust Accounts ("IOLTAs"). It does not include other accounts, such as traditional checking or demand deposit accounts that may earn interest, NOW accounts, and money-market deposit accounts. For more information about temporary FDIC insurance coverage of transaction accounts, visit www.fdic.gov. .