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.
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. Pamelagraduated from The University of Akron with a BSBA in Business Management. Herprofessional experience includes office management, recruitment, small businessloans, and payment processing. Pamelahas been married to her husband, Doug, since 1992 and they have 3 daughters. Pamelaenjoys traveling, vacationing with her family, bonfires, ethnic restaurants,movies, and volunteering with Girls Scouts of America.
Abigail is an Intern at Kohmann Bosshard. She began working at Kohmann Bosshard the summer of 2020. She will graduate December 2020 with a degree in Finance and a minor in Accounting from Grove City College and begin working at Kohmann Bosshard full-time. At Grove City, Abigail is a member of the varsity volleyball team and chair of the Homecoming Committee. She enjoys cooking and baking, kayaking, and spending time outside.
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.
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. Before joining Revisor, Ethan played tennis professionally on the ATP tour. Ethan is currently pursuing his CFA Charter and has successfully passed level 1 and 2 of the curriculum.
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 also holds the Certified Financial Planner (CFP®) designation. She has been married since 2015 to Brandon and has a daughter and son and is currently on a maternity leave of absence.