Joel Potts


  • Focus: Servicing client relationships
  • Education: Bachelor of Science in Business Administration, The Ohio State University
  • Fun Fact: I spent my four years at Ohio State on the varsity rifle team. Three of my siblings have also been on a Division I rifle team!

Joel is originally from Ephrata, Pennsylvania but moved to Columbus to attend The Ohio State University where he studied finance. He has had an interest in finance from a young age and financial advising specifically since high school. His interest in this field revolves around a desire to serve and build relationships with clients.

Outside of work, Joel enjoys playing guitar, watching sports, reading, and spending time with friends and family.

Life and Finance

Growing up, my parents did a lot to instill the value of working hard and preparing well for the future into my siblings and me. This was demonstrated through projects such as raising chickens to sell their eggs, maintaining a small herd of beef cattle, to most recently, buying and reselling antiques and other collectibles. Having my money work for me and planning for the future have always been things I have been interested in. Helping others achieve similar goals has become my passion.