Matt and Mark Palmer, Founders The Joseph Group: Our Story

Named after our father, Joseph Palmer, we started The Joseph Group in 1999 to help people live great lives and achieve their dreams. Today, that mission continues to inspire our outstanding team of professionals. Our values of integrity, teamwork, humility, excellence and enthusiasm define everything we do for our clients – it’s The Joseph Group Way!

Matt & Mark Palmer

Our Team

Mark Palmer, JD — Mark Palmer, JD

Partner and Co-Founder

Matt Palmer — Matt Palmer

Partner and Co-Founder

R. Travis Upton, CFA, FRM, CAIA — R. Travis Upton, CFA, FRM, CAIA

Partner and Chief Executive Officer

B. Scott Mizer, QKA® — B. Scott Mizer, QKA®

Partner and President

Todd D. Walter, CFP®, CPA — Todd D. Walter, CFP®, CPA

Partner and Chief Wealth Planning Officer

Jake Martin, CFP® — Jake Martin, CFP®

Client Advisor & Team Leader

Nick Boyden — Nick Boyden

Client Advisor & Team Leader

Matt Zimmermann, CFP® — Matt Zimmermann, CFP®

Client Advisor

Theresa M. LeChard, CFP® — Theresa M. LeChard, CFP®

Client Advisor

Patrick Finneran, CFP® — Patrick Finneran, CFP®

Client Advisor

Ryan Kuhn — Ryan Kuhn

Wealth Advisory Associate

Alex Jenney — Alex Jenney

Wealth Advisory Associate

Jodi Picetti — Jodi Picetti

Director of Client Services

Angie Eversole — Angie Eversole

Manager of Client Services

Zach Granger — Zach Granger

Client Service Representative

John Backus — John Backus

Client Service Representative

Kaleb Luke — Kaleb Luke

Client Service Representative

Alex Durbin, CFA — Alex Durbin, CFA

Chief Investment Officer

Andrew Burkey — Andrew Burkey

Investment Operations Associate

Jake Lindaberry — Jake Lindaberry

Investment Analyst

Matt Kruckenberg, QKA®, CRPS™ — Matt Kruckenberg, QKA®, CRPS™

Manager of Retirement Plan Services

Kim Kline, CRPS™ — Kim Kline, CRPS™

Retirement Plan Services Representative

Lori Fiske — Lori Fiske

Client Concierge

Michelle O’Brien — Michelle O’Brien

Manager of Marketing & Communications