“There is only one success — to be able to spend your life in your own way.” —Christopher Morley

Our core strength is long-term wealth planning—but we define wealth as much more than money. Wealth consists of all the things essential to people living fulfilled lives. So while we manage client investment portfolios, we are also here to help clients on a deeper, more personal level.

Meet our Team

Joe Koster

Financial Consultant & Portfolio Manager | Founder & Co-Owner

Joe has over two decades of experience in investment and wealth management, overseeing investment portfolios and analyzing both public and private investment opportunities. He is responsible for managing the investments in client accounts and the financial planning process. Joe grew up in Northeast Ohio and currently lives in Chardon with his wife, Diane, and their two children. In his free time, Joe enjoys spending time with his family, reading, and the occasional round of golf. He is also the editor of the Value Investing World Newsletter.

Email: joe@sorfis.com | Phone: (440) 696-0130 x1

Professional Designations

Chartered Financial Consultant (ChFC®)

Retirement Income Certified Professional (RICP®)

Registered Life Planner® (RLP®)

Education

Coastal Carolina University

Bachelor of Science in Business Administration, Finance (2005)

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Theresa Pfiester

Client Service Manager | Co-Owner

Originally from Northeast Ohio, Theresa honed her client service skills by spending about a decade in various departments at The Ballantyne Hotel, a luxury hotel in Charlotte, NC, where she most recently oversaw operations at Ballantyne Golf Academy as the Academy Director. She is responsible for delivering exceptional service to our clients. Theresa joined Sorfis in April 2021 and lives in Novelty with her family.

Email: theresa@sorfis.com | Phone: (440) 696-0130 x2

Education

Ohio University

Bachelor of Science in Human and Consumer Sciences (2007)

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About Our Name

Benjamin Franklin is one of our heroes. Back when Joe was first reading Franklin’s autobiography and learning about his Thirteen Virtues, he noticed that the first letters of virtues two through seven spelled SORFIS, which was both pronounceable and unique—and the origin of the name.