As financial advisors, we understand that all of our relationships begin with identifying what is important to you. We have a process in place to document your assets, create a strategy for growth and protection, and determine how they can provide income or a legacy. We work closely with you, your CPA, and your attorney to ensure that you stay on track, and we meet with you regularly to review and update your plan.
I have a background in financial planning, having studied at The Ohio State University and earning my CERTIFIED FINANCIAL PLANNER™ certification. During my time at OSU, I was also an active member of the rugby club and now serve on the board of the OSU Rugby Alumni Society. I joined the firm in 2012 and enjoy building strong relationships with our clients.
In addition to my work at the firm, I am also involved in the community as a board member of the Tri-Village Chamber Partnership and Leadership UA. I was raised in Upper Arlington and currently live here with my wife, Alaina, and our daughters, Lorelei and Margot. In my free time, I enjoy beekeeping, growing vegetables, traveling and weightlifting.
Kuli, our branch office administrator, is originally from South Africa and joined the team after participating in the Disney program and moving to Columbus with her husband, Brad, a chef. They have two daughters together and Kuli is passionate about fashion, old architecture, travel and philanthropy. Kuli is available to answer any administrative questions you may have.
We are committed to providing high-quality financial services, whether in person or virtually. We are focused on helping individuals and families create future or current income strategies for retirement or legacy considerations, as well as busy professionals balancing multiple goals. We look forward to working with you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- College Savings
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
Phone NumberJoseph A Lotozo at (614) 874-2372
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