All our relationships start with discovering who and what is important to you. We have an established process in place to document how your assets are organized, growing and protected, and how they will provide an income or legacy. After developing a strategy, we partner with you, your CPA and attorney, for life and meet regularly to make sure you stay on track.
Markets grabbed my attention through studies at The Ohio State University and while attaining my CFP® certification. During the four years I attended the university, I was an active member of the OSU Rugby Football Club and now am president of the OSU Rugby Alumni Society.
I joined the firm in 2012 and truly enjoy the opportunity to serve our clients. My favorite part about what we do is the special bond we form with individuals and families over the years.
Outside of the office, I am a board member of the Tri-Village Chamber Partnership and a Leadership UA board member, and I am involved in other organizations in the community. I was born and raised in Upper Arlington and now live here with my wife, Alaina. Together, we have our daughter, Lorelei. In my spare time, I like to do beekeeping, grow vegetables, travel and lift weights.
Kuli is our branch office administrator. Originally from South Africa, she came to the U.S. with the Disney program and moved to Columbus to marry her husband, Brad, who is a chef. Together, they have two daughters. Kuli's interests include fashion, old architecture, travel and philanthropy. Kuli is available to help answer your administrative questions.
Together, we best serve those needing a future or current income strategy in retirement or legacy planning, and households with busy professionals balancing multiple goals. We prefer to meet in person, but to accommodate your situation we can provide all services virtually at the highest level.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Portfolio Reviews
- College Savings
My Personal Interests
- Spending Time with Family
Phone NumberJoseph A Lotozo at (614) 874-2372
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