Meet Our People - Brokerage Services

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Steven Hafner, AIF® Vice President & Senior Financial Consultant 419-627-4662 Email 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 Email 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 Email 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 ext. 8446 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.