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Meet the Team

Passion is a characteristic our team shares.

Contact us today. We think you will agree.

With decades of experience, our team exhibits a deep level of respect and profound understanding of your desire to capitalize on your financial success.The State Bank team thrives on taking the time to get to know you, understand your goals and help you realize the future that you’ve envisioned. Meet our dedicated team of professional, experienced wealth management advisors who are committed to providing the strategy, orchestration, management oversight and monitoring of your financial goals and objectives.

David A. Anderson
Senior Vice President
Business Development Officer
419.783.8840


David has over 30 years of experience in financial services and is passionate about serving clients holistically.. He holds many degrees and professional certifications, including: a Master of Business Administration in Bank Management from Fairfield University, Graduate School of Banking Diploma from the University of Wisconsin, and a Bank Leadership Institute Certification from Ohio Bankers League.

Craig A. Kuhlman, CRSP, CTFA
Executive Vice President
Chief Trust Officer
419.424.1821


Craig, State Bank’s Chief Trust Officer, has over 25 years of experience. He holds many degrees and professional certifications, including: a Master of Business Administration and a Bachelor of Arts in Economics and Finance from the University of Findlay, and a Bachelor of Arts degree in Theology from Ambassador University. He is also a Certified Trust Financial Advisor, graduate of ABA Graduate Trust School, and a Certified Retirement Services Professional. Craig is a current member of the Defiance Rotary Club, Defiance Area Community Foundation, and board member of the Defiance Y.M.C.A.

David Bell, CRSP
Executive Vice President
419.783.8825


David has been working in the financial industry since 1989 and for State Bank since 1997. He has specialized in designing and administrating defined contribution retirement plans, is actively involved with the asset management process and continues to work with clients to grow their wealth. From plan design to employee communications, David is well versed in all aspects of establishing and maintaining today’s most popular retirement plans. He enjoys all opportunities for communicating the merits of leveraging plan benefits. David received a Bachelor of Business Administration degree in Finance from Bowling Green State University and obtained his Masters of Business Administration majoring in Finance from The University of Toledo. He is also a Certified Retirement Services Professional.

Kelly Cleveland
Senior Vice President
Chief Investment Officer
419.783.8948


As Chief Investment Officer, Kelly leads the investment team for State Bank. He is responsible for developing and implementing investment strategies that deliver consistent, superior financial results to our clients. Kelly has a wealth of experience in the financial services industry; where for nearly 30 years he has focused upon the investment management function for foundations, endowments, corporate retirement plans, and individuals. He is a graduate of Ohio State University where he received degrees in Finance and Economics and the Cannon Financial Institute. Kelly has functioned as an adjunct professor at The University of Toledo, authored an economic textbook, and had numerous magazine articles published.

Jake Oberlin
Senior Trust Administrator
419.785.3693


Jake joined State Bank in 2013 and serves as Senior Trust Administrator. He is responsible for administering trust, investment agency, and retirement accounts for individuals, families, and businesses. A graduate of Miami University’s Farmer School of Business, in 2010 he received his Bachelor of Science degree in Finance and Decision Sciences. Jake is a current member of Defiance City Council, serving as Council’s First Chairman of the Community Interaction Committee. He is an active member of the city’s golfing community, participating in the foundation and implementation of The First Tee and other similar youth golf programs, sits on the Board of Directors at the Defiance Y.M.C.A., is a member of the Defiance Community Cultural Commission and Defiance Next Generation.

Jim Eaton
Wealth Management Advisor
419.228.3361


Jim is responsible for providing clients with financial planning. He brings with him over 20 years of financial consulting and private banking experience. He attended both Ohio State University and Syracuse University, and also holds licenses in Ohio Accident and Health, Life and Variable Annuities along with Series 6, 7, 63, and 65. Jim has served and continues to serve on many boards including: Lima City Schools Board, Lima Convalescent Home Foundation, Johnny Appleseed Parks for People Committee, Citizens for Marimor Committee. He currently is the President of Lima Public Library Board of Trustees, Treasurer of Lima Library Association of Trustees, Treasurer of Pangle Community Service Corporation Board of Trustees and is a Life Member of the Exchange Club of Lima.

Marcie VanSlyke
Wealth Management Advisor
419.874.2090


Marcie, a University of Toledo graduate with a degree in Business Management/Finance, is responsible for client relationship management with both the trust portfolios as well as with brokerage.  She started with State Bank in September 2013, and has 21 years of experience in the field.

John Cates
Wealth Management Advisor
419.785.3653


John serves as Assistant Vice President for Wealth Management. He focuses a majority of his attention on clients located in the Defiance, Paulding and Williams Counties. A graduate of Michigan State University, John is responsible for client relationship management in brokerage services. John has worked in the banking industry for seven years and lives in Defiance. He is a member of Defiance Next Generation and a past Board Member of both the Defiance College Purple and Gold Club and the Defiance Development and Visitors Bureau.

Liz Zartman
Operations Manager
419.782.2215


Liz joined State Bank in December of 1998 with over twenty years experience in trust operations and trust accounting systems. She began her career with State Bank as the Trust Systems Administrator and moved into the Trust Operations Manager position in 2004. Liz attended Indiana University and has participated in numerous seminars and workshops specific to Supervision and Trust Operations and has earned the Securities Operations Professional designation from the Institute of Certified Bankers.

Katie Clementz
Investment Associate
419.783.8816


Katie joined State Bank in 2007 where she was a Customer Service Representative and a Deposit Operations Specialist. In December of 2010, she joined the Wealth Management department as an Investment Associate and soon thereafter took on additional Trust Administration duties. Katie graduated from the University of Findlay with a degree in Finance and Business Management.

Sharon Ankney
Operations Assistant
419.783.8984


Sharon joined State Bank in 2006. Previously holding a Series 7 license, Sharon worked five and a half years on trading and commission desk with a brokerage firm. She also has an additional 15 years experience in banking.

Melissa Moninger
Trust Administrator
419.782.0540


Since December 2000, Melissa has served our client’s needs with her quick responses. Initially, she worked with investment performance data, but now provides support for the Employee Benefits/IRA side of our business. Melissa attends seminars and workshops to improve her knowledge of retirement plan requirements.


Are you financially prepared for your future? 
We can help put you on the right path.
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