Joseph focuses on the development, implementation, and continued monitoring of comprehensive financial plans for individuals and businesses. With over 35 years of experience in the financial services industry, Joseph provides expert advice on a wide range of areas, including estate planning, asset management, retirement, insurance, and qualified plans. His work has also focused on expanded stock option programs for large public corporations and Fortune 500 companies. One of the things Joseph loves most about his job is getting to know his clients throughout their lives—guiding and supporting them through different financial stages. Joe earned a Bachelor’s degree in Economics and Political Science from the Ohio State University. He resides in Solon, Ohio with his wife Diane and twins, Katherine and Sean, who attend Miami University. He is the President of Sherwood Park Homeowners association and enjoys being active in the Solon community.
Words I Live By
It’s simple. Treat others the way you would like to be treated. It’s not just a saying, it’s a way of life.
You Should Know…
I am an avid Cleveland sports fan, love the Browns, Cavs and Indians. Long time season ticket holder with the Indians. Love the Buckeyes. Met my wife at Ohio State. I love to fish and golf (although I don’t seem to get out much). The Dittoe family came to Cleveland in the 1850’s.
My Literary Love
The Lord of the Rings
The Best Getaway
Any trip with my wife and kids
My One Seven Reason
To sit on my clients’ side and help them navigate through the difficult and often confusing financial planning process. Being independent allows me to give honest and open-minded information to my clients. People make poor financial decisions when they don’t have the correct information to make their decisions. I am honored to be a friend and close advisor to my clients and their families.