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Our Core Values

Professionalism

We hold ourselves to consistently high standards of accountability and respect while always striving for excellence.

Care

We listen, understand, and provide unwavering support to build trusting and lasting relationships.

Commitment

We dedicate ourselves to understanding what matters most to you and partner to pursue your goals.

Client Centered

A Letter From Our Managing Partner & Founder:

Hello friends,

When I founded LotusGroup Advisors in 2004, it was with a simple but powerful mission: to help people Make Life Count.  This mission was born from a deeply personal place – a reflection on how important it is to use our one-time opportunity on this earth to create a life well-lived.

Over the past two decades, this mission has been the guiding light for everything we do at LotusGroup.   It’s why we’ve built a team of passionate, skilled professionals who share our commitment to helping you build your financial security while taking care of the hundreds of little details.  It’s also why we’ve combined time-tested investment strategies with leading financial tools to help you feel in control.  

With a solid financial team and security in place, we encourage clients to pursue life’s endless dreams and adventures, with time being their only limited commodity.  What have you been putting off that would enrich your life today?  Why not get started now?  What is holding you back?  These are the questions we address on a daily basis, and the answers help to unlock potential and opportunity.

As I look back on the incredible partnerships we’ve built and the lives we’ve helped support and encourage, I’m filled with immense gratitude.  Our ultimate reward is the privilege of participation in so many incredible client adventures.  

I invite you to meet our team and to get started today.  We are excited to hear your story and to further discover, support, and unlock your life’s potential.

Make Life Count.

Sincerely,

Raphael Martorello

Managing Partner & Founder

Our Team

Meet the individuals who bring our firm’s mission to life. Each team member is committed to providing exceptional service, building strong relationships, and creating a long-term partnership with you.

Raphael Martorello

Raphael Martorello

Managing Partner & Founder

Nick Pirnack

Nick Pirnack

Partner & Senior Advisor

Stephanie Schlemeyer

Stephanie Schlemeyer

Partner & Public Portfolio Manager

Sam Redman

Sam Redman

Financial Advisor, Director of Alternatives

Keaton Hamilton

Keaton Hamilton

Financial Advisor

Xavier Lewis

Xavier Lewis

Financial Advisor

Amanda Cohen

Amanda Cohen

CCO, HR Manager, Operations Manager

Brian McAuliffe

Brian McAuliffe

Investment Analyst

Ashley Colburn

Ashley Colburn

Senior Client Service Manager

Lori Hayutin

Lori Hayutin

Marketing Coordinator

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