Todd D. Walter, CFP®, CPA
Harmony – Developer – Belief – Responsibility – Empathy
Todd advises firm clients regarding their portfolios and utilizes his extensive financial planning background to meet clients’ planning needs.
Prior to joining The Joseph Group, he was a financial planner with Ronald Blue & Company in Indianapolis, where he served high net worth individuals implementing comprehensive financial plans and investment solutions. Todd’s career also includes time at Ernst & Young specializing in individual income taxation and a short stint as an auditor with a regional accounting firm.
Todd is a huge tennis and golf fan and has a goal of going with his family to all four major championships in both sports. He is a 1998 graduate of Miami University where he met his wife, Elise, who cares for their two young daughters. They are members of Scarlet City Church in Clintonville.