Find a Relationship Manager
J. David Hoskins, CFP®
601 Scioto St
O: 937.653.1176
Email David Hoskins 
Steve Howard
Vice President & Trust Officer
6400 Perimeter Dr O: 614.210.2437I have over 30 years of financial services experience specializing in financial/retirement planning, investment, estate planning and fiduciary account administration. I earned my bachelor’s degree from Ohio State University and juris doctor from Capital University Law School.
I volunteer my time and expertise by serving on the Columbus Bar Association’s Estate Planning and Probate Committees, the Ohio State Bar Association’s Estate Planning, Trust and Probate Committee, the Nationwide Children’s Hospital Professional Advisors Committee, the Columbus Foundation Advisors Committee and the Dublin Coffman High School Girls Booster Club.
Jason Kuhnle, CFP®
100 E Water StO: 419.627.4662I am a Certified Financial PlannerTM with over 20 years of experience in the financial services industry. I graduated from Wittenberg University with a bachelor's degree and earned my MBA from Bowling Green State University. 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.
Thomas Palmer
215 W Eads Pkwy O: 812.496.0736I have over 18 years of experience in the financial services industry and attended the American College of Finance.
A Resident of Lawrenceburg, I served as a two-time Lawrenceburg Lions President and 12-year member, 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.
Josh Armey
122 E Washington St O: 567.226.9137 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 achieve 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'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.
Tracy Troxel, ChFC®
36 E Seminary St O: 419.744.3135 I have over 16 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 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.
