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Citizens Wealth Management Team: Erie County

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

Address:

Citizens Bank
100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4530

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I am a graduate of Sandusky High School, Hobart College, and the University of Wisconsin-Madison, where I earned an M.A. – Business degree. I am both a Certified Financial PlannerTM and an Accredited Investment FiduciaryTM. As a financial advisor since 1999, I manage over $135 million in client assets. Active in the community, I am Board Vice President for the Boys and Girls Club of Sandusky, and a board member for Sandusky Maritime Museum and Erie County Health Department.

 

James Saccardi, AIF®
Senior Vice President, Trust Investment Manager

Address:

Citizens Bank
100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4672

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I earned my Bachelor’s degree from Baldwin-Wallace College, Masters in Education from Bowling Green State University and an MBA from Case Western Reserve University with concentration in Investment Management and Analysis. I am an Accredited Investment Fiduciary TM.

 

Steven Hafner, AIF®
Vice President & Trust Officer

Address:

Citizens Bank
100 E. Water Street
Sandusky, Ohio 44870

Phone:  419-627-4662  

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I am a graduate of Sandusky High School and hold a Bachelors degree in Business Administration from Ohio State University. I have over 25 years of financial service experience and I am an Accredited Investment Fiduciary TM. I am active in the community with my involvement with the Sandusky Rotary Club and Serving Our Seniors, along with other clubs and organizations.