Do you have questions about retirement, concerns about estate planning or would like someone to review your insurance policies?

As a valued Citizens National Bank Select Checking customer, we offer a complimentary financial plan analysis courtesy of Citizens Wealth Management Group (CWMG).

CWMG's financial planners are housed within Citizens National Bank's offices in Bluffton, Celina, DefianceFindlay, Lima, and Van Wert. They are also available by appointment to meet with you at any of our other locations

Citizens Wealth Management Group Logo

This comprehensive financial plan analysis is free and includes:

  • Estate Summary
  • Retirement Income Review
  • Income Analysis
  • Insurance Overview

Meet the Financial Consultants Team

Our team of financial consultants works with LPL Financial to provide wealth management tools. They will sit down with you to plan a road map to help you reach your financial goals and discuss any concerns you may have.


To schedule an appointment, please call 800-448-0025. 

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Head shot of Deborah Boisselle

Deborah Boisselle

VP Investments

Head shot of Linda Owens

Linda Owens

LPL Financial Consultant

head shot of Marshall Marraccini III

Marshall Marraccini III

LPL Financial Consultant

Head shot of Brian Boisselle

Brian Boisselle

LPL Financial Consultant


Check the background of your financial professional on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens National Bank and Citizens Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Citizens Wealth Management Group, and may also be employees of Citizens National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens National Bank. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Registered for Securities in the following states: AL, AZ, CA, CO, DE, FL, HI, IL, IN, KY, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TX, VA, WA, WI, and WV


Looking to earn interest while still having access to your funds?

At CNB, we offer both traditional and accounts through IntraFi Network that provided higher limits of FDIC insurance.

Learn More