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.
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.
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.
Pamela is an Administrative Assistant at Kohmann Bosshard. Pamela graduated from The University of Akron with a BSBA in Business Management. Her professional experience includes office management, recruitment, small business loans, and payment processing. Pamela has been married to her husband, Doug, since 1992 and they have 3 daughters. Pamela enjoys traveling, vacationing with her family, bonfires, ethnic restaurants, movies, and volunteering with Girls Scouts of America.
Abigail is a Financial Analyst at Kohmann Bosshard. She started as an intern the summer of 2020 and began working full-time in January 2021 after earning a bachelor’s degree in Finance and a minor in Accounting from Grove City College. Currently, she is pursuing the Certified Financial Planner (CFP®) designation. Abigail enjoys cooking and baking, kayaking, and spending time outside.
DJ is a Financial Analyst at Kohmann Bosshard. He graduated from Indiana Wesleyan University with degrees in business administration and finance and later earned an MBA from The University of Texas in 2021. Prior to business school, he worked in sports marketing. He and his wife Mackenzie have been married since 2015 and they enjoy spending time with family and trying new restaurants together.
Cassidy is an Intern at Kohmann Bosshard. She started her internship the summer of 2019 and is currently pursuing a degree in Accounting, Finance, and Biblical Studies at Grove City College with plans to become a CPA post-graduation. She is also a member of the varsity volleyball team, Treasurer of the Gamma Sigma Phi Sorority, and Secretary of the Accounting Society. Cassidy enjoys hiking, cooking, traveling with her family, and volunteering at Big Sister Big Brother.
Victoria (Tori) is an intern at Kohmann Bosshard for the summer of 2021. She is a junior at Grove City College in Pennsylvania. There Tori is pursuing a double major in Elementary and Middle Level Education. In her free time, Tori enjoys leading in Young Life ministry, biking, and running.
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 M.B.A. from the Ohio State University. His industry-specific education consists of holding the Certified Financial Planner (CFP®) designation, which was obtained in 2005.
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.