Matt Palmer, CFP®; Co-Owner; Chairman/President – Matt is an advisor to firm clients and chairs the firm’s investment committee.  Prior to establishing the firm, he was a principal of Professional Planning Consultants, Inc. and served as president of its investment advisory subsidiary, Portfolio Consultants, Inc.  Matt is a summa cum laude graduate of Ohio Wesleyan University and earned a Master’s degree from Harvard University.  He is a trustee of The Catholic Foundation and the American Center for Civic Character and serves on the professional advisory committee of The Columbus Foundation.  He and his wife Lisa have three daughters and reside in Bexley where they are members of St. Catharine Church.  Matt can be reached at (614) 228-4300 x 102 or at matt.palmer@josephgroup.com.

Mark Palmer, JD; Co-Owner; CEO – Mark is an advisor to firm clients and is a member of the firm’s investment committee.  Prior to establishing the firm, he was a partner in the law firm of Bricker & Eckler, LLP.  Mark graduated with distinction from Ohio Northern University, attended the Wharton Graduate School of Finance and Commerce and received his law degree from Rutgers University.  He serves as a trustee of Ohio Northern University and is Vice Chair of the Board of Methodist Eldercare and its affiliates, Wesley Ridge and Wesley Glen.  He is a member of the professional advisory committee of The Columbus Foundation.  He and his wife Laurie have two sons and reside in Bexley where they are members of Bexley United Methodist Church. Mark can be reached at (614) 228-4300 x 101 or mark.palmer@josephgroup.com.

 Travis Upton, CFA, FRM, CAIA; Managing Director of Portfolio Management – Travis oversees portfolio management and research for the firm and is a member of the firm’s investment committee.  Travis also is president of Upton Financial Education, a firm that develops study materials for the Chartered Financial Analyst designation and related investment education materials.  Earlier in his career he was an institutional portfolio manager with Fifth Third Investment Advisors where he managed portfolios for pension plans and endowment funds, and served on their outside mutual fund oversight committee.  Travis is a summa cum laude graduate of the University of Toledo.  He is a member of the CFA Institute, the Global Association of Risk Professionals and is currently serving on the Board of Directors for the CFA Society of Columbus.  He and his wife Shannon have two sons and a daughter, live in Hilliard and are members of Upper Arlington Lutheran Church.  Travis can be reached at (614) 228-4300 x 103 or at travis.upton@josephgroup.com.

Barbara H.S. Huff; Managing Director of Portfolio Strategy - Barb assists with market research and the formulation of overall strategy for client accounts, is a senior member of the firm's investment committee and meets with clients to review their portfolios. A 1981 graduate of Miami University, Barb is a former Senior Vice President and Director of Corporate Risk Management at Banc One where she had primary responsibility for assessing interest rate and liquidity risk for the bank. Earlier in her career she managed a $27 billion multi-currency portfolio for J.P.Morgan and served as Vice-President and Treasurer of J.P. Morgan's Delaware operations, including the management of a $7 billion securities portfolio. Married to Jim for 27 years, they have three children: Alexander, Benjamin and Julia. The family lives in New Albany where they are active at Central College Presbyterian Church. Barb's interests include leading a bible study as well as gardening and baking.  She can be reached at (614) 228-4300 x 107 or at barbara.huff@josephgroup.com.

Todd D. Walter, CFP®, CPA; Wealth Strategist – 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 young daughter and dabbles in freelance editing.  The family enjoys exploring the Columbus area in their free time.  In the past, Todd has been involved with leading couples’ small groups through church and with Food Rescue (a non-profit focused on saving food and delivering it to those who need it). Todd can be reached at (614) 228-4300 x108 or at todd.walter@josephgroup.com.

Jacklyn King; Manager, Retirement Plan Services – Jacklyn oversees the firm’s services to company retirement plans and their participants. Earlier in her career she was a financial advisor with American Express Financial Advisors and worked with John Sestina & Company in the areas of financial planning and investment operations.  She received her undergraduate degree from Fisher College of Business at The Ohio State University where she was part of the student investment management group charged with investing a portion of the OSU endowment fund.  She presently is pursuing the Certified Financial Planner designation.  Jacklyn is an alumni member of Kappa Kappa Gamma sorority and lives in Columbus.  She can be reached at (614) 228-4300 x 104 or at jacklyn.king@josephgroup.com.

Kyle Hickey; Client Portfolio Manager - Kyle coordinates investment account services for the firm’s clients including initial paperwork, ongoing client servicing requests and the preparation of quarterly portfolio reports.  He prepares financial seminars for employee groups we work with and provides selected financial counseling services to employees within those groups.  He also serves as technology and compliance manager for the firm.  Kyle graduated from The Ohio State University with a major in personal finance, and is currently pursuing the Certified Financial Planner designation. Kyle is married to Jennifer, and they live in Dublin. Kyle is active in a variety of church and sports activities. He can be reached at (614) 228-4300 x 105 or at kyle.hickey@josephgroup.com.

Rody McCool; Manager, Client Services - Rody oversees a wide range of client service activities at The Joseph Group, including maintaining the firm’s client database, arranging meetings with current and prospective clients, facilitating various client events and coordinating the firm’s involvement in the Columbus community. Rody joined the firm after completing nearly thirty-two years of service with American Electric Power, with the last nine as Contributions Administrator. She is a graduate of Franklin University with a bachelor's degree in business management.  She and her husband, Bill, live in Dublin where they are members of Dublin Baptist Church. She can be reached at (614) 228-4300 x 106 or at rody.mccool@josephgroup.com.