Arena District wealth planning firm names 3 new partners in succession plan

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A Columbus wealth planning firm has named three executives as partners in the business. The Joseph Group, based at 300 Marconi Blvd. in the Arena District, has named President Scott Mizer, Chief Investment Officer Travis Upton, and Chief Wealth Planning Officer Todd Walter as partners. They each have taken a share of the business as well, with the amounts not disclosed. The move is a step in a long-term succession plan with the company's two founders, twin brothers Chairman Mark Palmer and…
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Arena District wealth planning firm names 3 new partners in succession plan

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