providing Investment management & Financial services Since 2005

What Services We provide

Comprehensive, Intelligent, & Useful

Investment Management

Kohmann Bosshard provides professional investment management services, using low-cost, and tax-efficient strategies custom-tailored for individuals, families, trusts, corporations, and charitable entities.

Financial PLanning

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.

Employer retirement Plans

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.        

Who we are

Expertise, Experience, & Ethics

Dean Kohmann, cpa

President

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 Securities 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 bosshard, cfa

Chairman

Otto is the Chairman of Kohmann Bosshard. He is 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 Securities, and he is currently a 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 has been married to Claudia Bosshard since 1963 and has two sons and five grandchildren.

shawn valco, cfp®

Manager of Financial Planning & Operations

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 for over 6 years including jobs with Scottrade and ValMark Securities. He earned his degree in Finance from The University of Akron and also holds the Certified Financial Planner™ designation. In his spare time, Shawn enjoys reading non-fiction and watching movies.

laura deluca

Client Services Specialist

Laura is the Client Services Specialist at Kohmann Bosshard. She has worked at the firm since 2010. Laura leverages her 15 years of experience in financial services, with previous employment at Vestax Securities and ValMark Securities. Laura enjoys traveling and spending time with her 2 sons and granddaughter.

Where we are

130 Springside Drive, Suite 210
Akron, OH 44333

how to contact us

Office hours are currently by appointment only.

Feel free to reach out to us at 330-666-6886 for more information or to schedule an initial consultation.

You may also use this form to contact Kohmann Bosshard at your convenience. All fields are required to send.

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