Login to Other Accounts

Find Locations

Find Locations

ATM & Branch Locations

 ATMs  Branches

More Options

Citizens Investments Team: Erie County

Text Size Resize text smaller Back to default text size Resize text larger

George Steinemann, CFP®,  AIF®
Senior Vice President & Managing Director

Address:

100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4530

Email Me

A graduate of Sandusky High School, Hobart College, and the University of Wisconsin-Madison, where I earned an M.A. – Business degree, I  have been a financial advisor since 1999 and today manage over $135 million in client assets.  I am both a Certified Financial Planner TM, and an Accredited Investment Fiduciary TM, a licensed Life, Health and Variable Annuity agent with Series 7, 63, and 65 registrations held through LPL Financial.

In the community, I serve as the Board Vice President for the Boys and Girls Club of Sandusky, and a board member for Sandusky Maritime Museum and Erie County Health Department.

 

Steven Hafner, AIF®
Vice President & Senior Financial Consultant

Address:

100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4662  

Email Me

A graduate of The Ohio State University and an Accredited Investment Fiduciary TM  with over 25 years of financial services experience. I am a licensed Life, Health and Variable Annuity agent with Series 7, 63 and 65 registrations held through LPL Financial.

I am involved with several organizations serving our community, including the Sandusky Rotary Club and Serving Our Seniors.

 

Kathy Dailey, CTFA
Vice President & Investment Services Manager

Address:

100 E. Water Street
Sandusky, Ohio 44870 

Phone:  419-625-8446 

Email Me

My experience includes over18 years in the securities industry and 21 years in bank administration and operations. I am a Certified Trust and Financial Advisor (CTFA) and I am a licensed Life, Health and Variable Annuity Agent with Series 7, 63 and 65 registrations held through LPL Financial.  I am an active member of Zonta Club of Sandusky.

 

Dawn L. Solberg
Financial Consultant

Address:

702 West Perkins Avenue
Sandusky, Ohio 44870 

Phone:  419-627-4579 

Email Me

I have over 20 years of experience in the financial industry and I am a licensed Life, Health and Variable Annuity agent with Series 6 and 63 registrations held through LPL Financial.

A 2005 graduate of Leadership Erie County (LEADS), I am currently on the Board of Trustees and also actively involved in Firelands for Positive People and the Erie County Chamber of Commerce, where I serve on the Ambassadors Committee.

  

Patricia L. Rodgers
Financial Consultant

Address:

208 South Washington
Castalia OH 44824

Phone:  419-684-5335

Email Me

A graduate of Bowling Green State University and have over 12 years experience in banking.  I am a licensed Life, Health and Variable Annuity agent with Series 6 registrations held through LPL Financial.

 

 

Securities and advisory services offered through LPL Financial, member FINRA, SIPC and a registered Investment Advisory. Insurance products offered through LPL Financial or its licensed affiliates. The Citizens Banking Company and Citizens Investments are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, DC, FL, IA, IL, IN, MI, MN, MO, MS, NY, OH, PA, SC, WA & WY.