providing Investment management & Financial services Since 2005
Login

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 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 bosshard, cfa

Former Chairman

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 mcdermott

Advisor

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.

ABIGAIL NEAL

Financial Analyst

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.

PAMELA MURRAY

Executive Assistant

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.  

DJ Bettinger, mba

Financial Analyst

DJ is a Financial Analyst at Kohmann Bosshard. He graduated from Indiana Wesleyan University with degrees in business administration and finance and earned an MBA from The University of Texas. He is currently pursuing the Certified Financial Planner (CFP®) designation. He and his wife Mackenzie have been married since 2015. They enjoy spending time with family and their dog Moose.

Ethan dunbar, cfa

Consultant

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 Jones, MBA, CFP

Consultant

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.

    Cassidy kohmann  

Intern

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.

Where we are

3421 Ridgewood Road, Suite 125
Fairlawn, 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.