providing Investment management & Financial services Since 2005
Kohmann Bosshard provides professional investment management services, using low-cost, and tax-efficient strategies custom-tailored for individuals, families, trusts, corporations, and charitable entities.
We create and implement technical and comprehensive financial plans for retirement, estate and legacy goals, education saving, cash flow planning, executive compensation packages, and much more.
Kohmann Bosshard has extensive experience with being the advisor in a fiduciary capacity for retirement plans such as 401(k) plans for a wide range of company sizes and industry sectors.
Dean is the President of Kohmann Bosshard. He has worked in the financial services industry since 1991, including as a CPA at Ernst & Young, LLP, 14 years as a VP of Charles Schwab, and 4 years as SVP of ValMark Financial Group before joining Otto Bosshard and founding Kohmann Bosshard. He earned his Accounting degree from Case Western Reserve University. He has been married to Diana since 1994 and has three wonderful daughters.
Otto was the Chairman of Kohmann Bosshard. He was the former Vice President, Treasurer and Chief Investment Officer of Westfield Insurance Group, a former member of the Board of Directors at Westfield Bank and ValMark Financial Group, and former member of the Investment Committee of Summa Health System. He graduated from the University of Cincinnati before beginning his over 40 years in this industry. He is survived by his wife Claudia Bosshard of 54 years, as well as his two sons and five grandchildren.
Stephanie is Director of Client Service & Chief Compliance Officer at Kohmann Bosshard. She received her BSBA from The Ohio State University with concentrations in Marketing and Economics. She has worked in the financial services industry since 2005, including roles at Oak Associates and Oelschlager Investments in Akron, Ohio. Earlier in her career, Stephanie worked for Charles Schwab in their Retirement Plan Services Group.
DJ is a Financial Analyst at Kohmann Bosshard. He graduated from Indiana Wesleyan University with degrees in Business Administration and Finance, earned an MBA from The University of Texas in 2021, and has completed the Certified Financial Planner (CFP®) exam. He and his wife Mackenzie have been married since 2015 and have a daughter. They enjoy spending time with family and their dog Moose.
Abigail is a CERTIFIED FINANCIAL PLANNER™ at Kohmann Bosshard. She attended Grove City College where she earned a Bachelor's degree in Finance and played volleyball. Abigail has been with Kohmann Bosshard since 2020. Abigail married her husband Eddie in Summer, 2023. Together, they enjoy cooking, baking, and spending time outside.
Greg is a Consultant with Kohmann Bosshard, specializing in advanced insurance planning. Greg has been in the financial services industry since 1981, including 12 years with two member offices of M Financial Group, 5 years as a Corporate Insurance Specialist with Executive Insurance Agency, and most recently 18 years with FirstMerit Bank, NA, holding the positions of Executive Vice President of Wealth Advisory, Retirement Services, Head of Trust and President of FirstMerit Insurance Group. He earned his degree in Business and Industrial Psychology from Miami University. He has been married to Jackie since 1981 and has a son, Gordie, and daughter, Erin.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Kohmann Bosshard Financial Services, LLC is a separate entity from Valmark Securities, Inc.
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Jack is an Intern at Kohmann Bosshard. He graduated from Miami University with a Bachelor’s degree in Accountancy. Jack has been with Kohmann Bosshard seasonally since 2021. Currently, Jack is pursuing the Certified Public Accountant (CPA®) certification. In his free time, he enjoys working out, golfing, watching sports and spending time with family.
Ethan is a Consultant for Kohmann Bosshard and started his finance career with REVISOR in May of 2016. Ethan holds a Bachelor’s degree from The University of Richmond and is a Chartered Financial Analyst®. Before joining REVISOR, Ethan played tennis professionally on the ATP tour.
Landon is a Consultant for Kohmann Bosshard and started his finance career as a financial advisor with Prudential Financial in 2002. After three years at Prudential, he founded LRJ Wealth Management, a comprehensive financial planning and asset management firm. Landon has expertise in the areas of general financial planning, tax planning, and investment management. Landon's formal education consists of earning a Bachelor of Arts degree from Southern Illinois University and an MBA. from The Ohio State University. His industry-specific education consists of holding the Certified Financial Planner (CFP®) designation, which was obtained in 2005.