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You can also visit our subsidiary at CRNA Financial

Joseph A. Egloff

Joseph A. Egloff

Chief Operating Officer

Joe joined the Rosselot Financial Group in 2019 with a long history of industry experience. He spent a vast majority of his career, over 15 years, with Fidelity Investments. Joe was one of the first 10 employees in their NKY campus located in Covington, KY. His passion for the industry led him to running their office in Washington DC. His hometown love brought him back to Cincinnati, but not before spending a year with TD Ameritrade. Upon his return to Cincinnati, he accepted a position where he was responsible in running the Advisor Division at Horter Investments.

Joe grew up in Cincinnati, graduating from Sycamore High School and Thomas More University. He has a 15-year-old daughter, Mallory and 10-year-old daughter, Noelle. When not at work you can find Joe in the woods, either hiking with his dog or look for his golf ball!

Favorite Quote: ”The “we” will be more successful than the “me” “

What is the One Thing You Cannot Resist? A tee-time!

What Motivates You? The belief that everyone has talent whether they believe it or not. In some cases, helping them uncover and utilize that talent.
513-538-1915 / fax 513-624-3124


Rosselot Financial Best Places to Work 2018
Rosselot Financial BBB A+
2020 Five Star Wealth Manager - Nate Kosman & Ryan Antepenko

2020 Five Star Wealth Manger - James Stewart 
Goering Center
WiserAdvisor Member

Best of Cincinnati Top 3

The Rosselot Financial Group 7426 Jager Court Cincinnati, OH 45230
The Rosselot Financial Group
7426 Jager Court Cincinnati, OH 45230 

Phone: (513) 232-6500
Phone: (513) 232-6500
Fax: (513) 624-3124

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Rosselot Financial Group


To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.