Providing Investment Management & Financial Services Since 2005


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.

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.

Meet Our Team

Expertise, Experience, Ethics
Dean Kohmann | CPA Inactive
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.

Stephanie Patterson
Director of Client Service

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.

Financial Planner

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 Happ | CFP®
Financial Planner

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. 

Greg McDermott

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. 

Gilbert Cotto
Director of Operations

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.

Jack Kohmann

Jack is an intern at Kohmann Bosshard. He graduated from Miami University with a Bachelor’s degree in Accountancy. Jack has been with Kohmann Bosshard seasonally since 2021. Currently, Jack is pursuing the Certified Public Accountant (CPA) certification. In his free time, he enjoys working out, golfing, watching sports and spending time with family.

Ethan Dunbar | CFA®

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 | CFP®

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.

Contact Us

Reliable, Accessible, Helpful
How to make an appointment:
Office hours are currently by appointment only
Reach out to us:
Call us for more info or to schedule an initial consultation:
3421 Ridgewood Road, Suite 125
Fairlawn, OH 44333
© Kohmann Bosshard Financial Services LLC | 2024
Investment Advisory Services offered through Kohmann Bosshard Financial Services, LLC, SEC Registered Investment Advisor