2021 Announcement

Our past year left most of us with too much stay at home time and too little time with our family and friends.  However, under the circumstances those are what helped to keep us safe and healthy, for the most part.  With 2020 in the rearview mirror, we are excited to welcome 2021 and a chance to share some of the highlights we experienced here at PDS Planning.

With in-person meetings suspended for almost a year now, it has been difficult for the new folks at PDS to be introduced, much less get to put faces with names.  We realize it is the same for you and want this time to highlight our new 2020 team members, as well as reintroduce the entire PDS Team.

In January 2020, we welcomed Jimmy Rogers [left] as one of our leading Wealth Managers and Mitchell Niese [right] as Client Relationship Manager in charge of back office operations.

 

In the second half of 2020, we welcomed Kyle Euton [left] to the investment team as Portfolio Manager and Katie Warga [right] as Client Relationship Manager to work alongside Mitchell in our back office operations.

To see the rest of our team, visit our individual bios on the PDS website – Click Here!

We didn’t just add new members to the team in 2020, we also moved into our “new” office space, which we are looking forward to welcoming folks into once it is safe to do so.  Many of us have missed the in-person meetings and can’t wait to see your faces again.  As soon as it is clear to move forward, we will begin to offer this as an option while retaining the choice to continue with virtual meetings if you choose.

With the timing for us to fully open the office for business as usual being uncertain, we have decided to move our phone system back to being answered live.  We realize it has been difficult to reach us through our automated phone system from time to time.  Thankfully, Jill Olding will be available to answer your calls starting in February, Monday -Thursday until 3 pm.  If you are calling between 3:00 and 5:00 pm or on a Friday you will be directed to the automated system.   Our hours of operation are still the same Monday – Thursday 7:30 am – 5:00 pm and Friday 7:30 am – 12:00 pm.

Thank you for hanging in with us during 2020 and we look forward this New Year.

We hope that you and your families stay safe and healthy


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or product or any non-investment related content, made reference to directly or indirectly in this newsletter, will be suitable for your individual situation, or prove successful. This material is distributed by PDS Planning, Inc. and is for information purposes only.  Although information has been obtained from and is based upon sources PDS Planning believes to be reliable, we do not guarantee its accuracy.  It is provided with the understanding that no fiduciary relationship exists because of this report.  Opinions expressed in this report are not necessarily the opinions of PDS Planning and are subject to change without notice.  PDS Planning assumes no liability for the interpretation or use of this report. Consultation with a qualified investment advisor is recommended prior to executing any investment strategy. No portion of this publication should be construed as legal or accounting advice.  If you are a client of PDS Planning, please remember to contact PDS Planning, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives.  All rights reserved.