Investment Management
Financial Planning
Retirement Plans
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.
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.