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 for 25 years, including 5 years as a CPA mostly at Ernst & Young, LLP; 14 years at Schwab Retirement Plan Services, and 4 years at 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 Kohmann 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.
Greg is an Advisor 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.
Alex is an Advisor at Kohmann Bosshard. He has worked in the financial services industry since 2012 at various firms including ValMark Securities, FirstMerit Private Bank, Huntington Private Bank, and most recently he owned his own small financial advisory firm. Over that time, Alex has worked as a trusted advisor for families and institutions with a specific focus on retirement planning and investment management. He holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Alex lives in Downtown Cleveland with his wife Olivia and enjoys travelling, watching soccer, and trying new restaurants.
Shawn is the Manager of Financial Planning & Operations at Kohmann Bosshard. He joined Kohmann Bosshard in 2015. Shawn has worked in the financial services industry since 2011, including jobs with Scottrade and ValMark Financial Group. He earned his degree in Finance from University of Akron and also holds the Certified Financial Planner (CFP®) designation. In his spare time, Shawn enjoys reading non-fiction and watching movies.
Victoria is a Financial Planner at Kohmann Bosshard. She joined Kohmann Bosshard in 2017. Victoria has worked in the financial services industry since 2007, including jobs with Charles Schwab and ValMark Financial Group. She earned her degree in Finance and Marketing from Ohio University and holds the Certified Financial Planner (CFP®) designation. She has been married since 2015 to Brandon and has a daughter and son. Victoria enjoys rock climbing, mountain biking, and traveling with her family.
Joel is the Manager of Client Services at Kohmann Bosshard. He has worked in the accounting and financial services industry since 2010, including tax planning and preparation with Bruner Cox. He earned his degree in Accounting from the University of Akron. Joel has a passion for service and people. He has been married to Monika since 2006 and has two daughters.
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