Services
Investment Management
Financial Planning
Retirement Plans
Meet Our Team
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.
Stephanie is Director of Client Service & Chief Compliance Officer at Kohmann Bosshard. She received her BSBA from The Ohio State University with concentrations in Marketing and Economics. She has worked in the financial services industry since 2005, including roles at Oak Associates and Oelschlager Investments in Akron, Ohio. Earlier in her career, Stephanie worked for Charles Schwab in their Retirement Plan Services Group.
DJ is a CERTIFIED FINANCIAL PLANNER® at Kohmann Bosshard. He graduated from Indiana Wesleyan University with degrees in Business Administration and Finance, and he earned an MBA from The University of Texas in 2021. He and his wife Mackenzie have been married since 2015 and have a daughter. They enjoy spending time with family and their dog Moose.
Abigail is a CERTIFIED FINANCIAL PLANNER® at Kohmann Bosshard. She attended Grove City College where she earned a Bachelor’s degree in Finance and played volleyball. Abigail has been with Kohmann Bosshard since 2020. Abigail married her husband Eddie in Summer, 2023. Together, they enjoy cooking, baking, and spending time outdoors.
Gil is Director of Operations at Kohmann Bosshard. He started his career in financial services in 1999 after graduating from Rollins College in Winter Park, Florida with a degree in Organizational Behavior and a minor in Economics. Gil has spent 25 years in the financial services industry, including roles at Charles Schwab, Pershing, and Stratos Wealth Partners before joining Kohmann Bosshard in March, 2024. He also spent 6 years in the United States Marine Corps. Gil has been married to his wife Jennifer for 23 years and has two sons, Nick and Nate.
Andrew is a Financial Analyst at Kohmann Bosshard. He graduated from The Ohio State University with a Bachelor’s degree in Finance. After college, he spent two years working for JPMorgan Chase in Columbus before joining Kohmann Bosshard. Andrew is currently pursuing the Certified Financial Planner certification®. In his free time, he enjoys playing golf, traveling, and spending time with friends and family.
Greg is a Consultant with Kohmann Bosshard, specializing in advanced insurance planning. Greg has been in the financial services industry since 1981, including 12 years with two 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 EVP 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.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. 130 Springside Dr. Suite 300, Akron, OH 44333-2431. 1-800-765-5201. Kohmann Bosshard Financial Services is a separate entity from Valmark Securities, Inc. Check the background of this investment professional on FINRA’s BrokerCheck.
Emily is an Accountant at Kohmann Bosshard. She graduated from the University of Akron with a Bachelor’s degree in Accounting and earned her MBA from Walsh University. Her career included experience in both corporate and non-profit accounting before joining Kohmann Bosshard in 2022. In her free time, Emily enjoys spending time with her husband and children, trying new recipes, and hiking.
Tori is an Administrative Assistant at Kohmann Bosshard. During the school year, she teaches first grade at Richfield Elementary School. Tori graduated from Grove City College with a degree in Elementary and Middle Level Education.
In her free time, Tori enjoys running, biking, and spending time with friends and family.
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 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 MBA. from The Ohio State University. His industry-specific education consists of holding the Certified Financial Planner (CFP®) designation, which was obtained in 2005.
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Fairlawn, OH 44333