Todd D. Walter, CFP®, CPA
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 1998 graduate of Miami University, where he met his wife, Elise, who cares for their two young daughters. The family enjoys exploring the Columbus area in their free time. They are members of Scarlet City Church in Clintonville.