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Civista Investments

Find a Financial Consultant

Search for a financial consultant near you by name, state, or county to schedule an appointment.

Check the background of investment professionals associated with this site on FINRA’s Broker Check.

Jason Kuhnle, CFP^®

Senior Vice President, Wealth Management Director

100 E. Water Street
Sandusky, Ohio 44870

O: 419.627.4662

Email Jason Kuhnle

Cuyahoga, Erie, Ottawa, Summit

I graduated from Wittenberg University with a bachelor's degree and earned my MBA from Bowling Green State University. I have over 20 years' experience in the financial services industry and I am a licensed Life, Health and Variable Annuity agent with Series 7 and 66 registrations held through LPL Financial. I reside in Brownhelm Township with my wife and two sons. I currently serve on the board of the Boys and Girls Club of Erie County, I am an active member in the Rotary Club of Sandusky, and coach my sons’ football, baseball and basketball teams.

J. David Hoskins, CFP^®

Vice President & Financial Consultant

601 Scioto Street
Urbana, Ohio 43078

O: 937.653.1176

Email David Hoskins

Franklin, Madison, Delaware, Union, Champaign, Logan, Miami, Montgomery

I am a Certified Financial Planner^TMwith over 20 years of experience in banking, trust and investment management. I graduated with a B.A. in Finance and an emphasis in Investments at Cedarville University in Ohio. I am a licensed Life, Health and Variable Annuity agent with a Series 7 registration held through LPL Financial. In my community, I am involved through affiliations with Rotary, Financial Planning Association of Central Ohio, United Way, Leadership Champaign and Clark Counties and Southgate Church. I also served on the board of directors of the Urbana University Foundation, Springfield Arts Council and The Gathering of the Miami Valley.

Tracy Troxel, ChFC^®

Assistant Vice President, Financial Consultant

36 East Seminary Street
Norwalk, Ohio 44857

O: 419.744.3135

Email Tracy Troxel

Erie, Crawford, Huron, Richland

I have over 15 years of experience as a financial advisor and have a ChFC (Charted Financial Consultant^®) designation. I graduated from Terra State Community College and Tiffin University. I am a licensed Life, Health and Variable Annuity agent with a Series 6, 7 & 66 registrations held through LPL Financial. I am a board member of the United Way of Sandusky County and chairman of the Imagine for Youth Foundation. As a retired Chief Master Sergeant from the United States Air Force and the Ohio Air National Guard, I volunteer as an aircraft mechanic and flight crewman with the B-25 Mitchell Bomber at the Liberty Aviation Museum in Port Clinton, Ohio.

Josh Armey

Assistant Vice President, Financial Consultant

122 E Washington St

Napoleon, Ohio 43545

O: 567.226.9137

Email Josh Armey

Henry County

With over ten years of experience in finance and professional services, I am passionate about working directly with clients, offering personalized financial education and guidance to help my clients pursue their financial and life goals.

I graduated from the U.S. Air Force Academy with a degree in Operations Research and Mathematics and later earned my MBA from the Kellogg School of Management at Northwestern University. I maintain the Series 7 & 66 registrations through LPL Financial. I'm currently pursuing my Certified Financial Planner™ (CFP) and Chartered Financial Consultant™ (ChFC) certifications.

I grew up in Northwest Ohio and returned after 11 years of active duty in the Air Force. I retired from the Air National Guard in 2020 after 22 years of service. Now residing in Putnam County, I serve clients throughout Northwest Ohio, balancing my professional commitments with family life, often chasing after one of my six kids or performing with my local cover band.

Thomas Palmer

Vice President, Financial Consultant

215 West Eads Parkway

Lawrenceburg, Indiana 47025

O: 812.496.0736

Email Thomas Palmer

Dearborn, Ripley

I have over 18 years of experience in the financial services industry and attended the American College of Finance.

A Resident of Lawrenceburg, I stay active in the community as a Board member of the Southeastern Indiana Regional Port Authority, Board Member of the Dearborn County Chamber Young Professionals, Chairperson of the Lawrenceburg Downtown Partnership and Board Member of the Southeast Indiana Chamber Foundation. I am a licensed Life, Health and Variable Annuity agent with Series 7, 63 and 65 registrations held through LPL Financial.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Opens in a new Window)/SIPC(Opens in a new Window)). Insurance products are offered through LPL or its licensed affiliates. Civista Bank and Civista Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Civista Investments, and may also be employees of Civista Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Civista Bank or Civista Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, DC, FL, GA, IA, IN, KY, MD, ME, MI, MN, MO, NC, NY, OH, SC, TX, VA, & WA

LPL Financial Form CRS

Civista Bank provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Civista Bank for these referrals. This creates an incentive for Civista Bank to make these referrals resulting in a conflict of interest. Civista Bank is not a current client of LPL for advisory services.

Please visit LPL's Relationship Disclosure for more information.