Meet Our Team

Wealth Management

Find a Relationship Manager

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

Investments are not insured by the FDIC, not a deposit, and may lose value.

J. David Hoskins, CFP^®

Vice President & Trust Officer

601 Scioto St

Urbana, Ohio 43078

O: 937.653.1176

Email David Hoskins

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

I am a Certified Financial Planner ^TM with over 20 years’ 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. In my community, I am actively involved with Rotary Club, Financial Planning Association of Central Ohio, Leadership Champaign and Clark Counties, The Gathering of the Miami Valley and member of Southgate Church.

Steve Howard

Vice President & Trust Officer

6400 Perimeter Dr

Dublin, Ohio 43016

O: 614.210.2437

Email Steve Howard

Delaware County, Franklin County, Madison County, Union County

I 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^®

Senior Vice President, Wealth Management Director

100 E Water St

Sandusky, Ohio 44870

O: 419.627.4662

Email Jason Kuhnle

Cuyahoga County, Erie County, Ottawa County, Summit County

I am a Certified Financial Planner^TMwith 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

Vice President, Relationship Manager

215 W Eads Pkwy

Lawrenceburg, Indiana 47025

O: 812.496.0736

Email Thomas Palmer

Dearborn County, Ripley County

I 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.

Tracy Troxel, ChFC^®

Assistant Vice President, Financial Consultant

36 E Seminary St

Norwalk, Ohio 44857

O: 419.744.3135

Email Tracy Troxel

Huron County, Erie County, Richland County, Crawford County, Seneca County, Sandusky County

With over 20 years of experience as a financial advisor and trust officer, I bring a wealth of expertise to my work, backed by my ChFC (Chartered Financial Consultant) designation from the American College. I am deeply committed to serving the community as a Trustee of the Terra College Foundation and Chair of the Imagine for Youth Foundation. I am also proud to have served 28 years in the United States Air Force and the Ohio Air National Guard, retiring with the rank of Chief Master Sergeant.