Reports To: Partner FLSA Status: Exempt Summary The Client Relationship Manager partners with the planning team(s) to serve client relationships and actively participate in the preparation of the planning process to address retirement, risk management, estate and tax considerations. The primary responsibility of the Client Relationship Manager is to serve as a liaison between our…
Loss Harvest Trades It’s business as usual at PDS this week. While we have been enjoying photos and stories of the newest PDS family members, Drew Potosky and Beth McCampbell’s newborn sons, we’ve also been meeting with clients and helping alleviate their concerns over inflation, stock market volatility, and how it affects their ability to…
Beyond Your Finances, Education Planning
5 Things To Know About The Student Debt Relief Program As you likely have heard, on August 24th, the Biden Administration announced a three-part student loan debt relief program. The aim of the program is to help working and middle-class federal student loan borrower’s transition back to regular payments as pandemic-related support expires. Here are…
It’s the unofficial end of summer for kids and parents alike as everyone prepares for back to school. Please help us in wishing the best for all teachers and students, whether it’s their first year or thirtieth – especially our very own PDS Planning parents and students. Pictures courtesy of Jamie Menges, Jimmy Rogers, Kurt…
PDS CARES Supports The Dublin Food Pantry Founded in 2015, PDS CARES is a charitable fund with the Columbus Foundation that puts into action our commitment to a mission of giving. PDS Planning “is committed to giving back to the communities we live and work in” explains Shareholder and Wealth Manager, Jamie Menges, CFP®, CPA.…
PDS Planning Internship Program Since 1985, PDS Planning has sought to eliminate the stress often associated with financial planning. We understand that our work goes beyond business and has a personal impact on families and their legacies. Our team of forward-thinking leaders, expert planners, and staff approach financial decisions the same way we approach investing…
A flat-fee financial advisor charges a fixed dollar amount for their services, instead of a percentage of the assets they manage or commissions on products they sell. When that advisor is also fee-only, the fee you pay is their only compensation. Here’s what that means for you, and how it compares to other ways advisors…
Celebrating Jim Hamilton “For us, it’s not about that he worked here, it’s about who he is.” PDS Planning Managing Principal and Wealth Manager, Rita Itsell explains why celebrating Jim Hamilton and his induction into the Ohio Basketball Hall of Fame is so important to the team. Described as immediately likable and impactful in every…
PDS Planning Employee Spotlight – Jillian Wendling Get To Know Planning Analyst Jillian Wendling As a Planning Analyst for PDS Planning, Jillian Wendling is an integral part of the advisory team and serves as a key point of contact for clients on a daily basis. In addition to actively participating in client meetings and managing…
PDS Planning Employee Spotlight – Kyle Euton After graduating from Ohio University with a BA in Finance and Economics, Kyle Euton worked for a number of large financial institutions prior to joining PDS Planning, including Fidelity Investments. In this most recent role, Kyle helped corporate executives and company insiders manage their equity compensation. He had…
Your records hold some of your most valuable and private information, including social security numbers, health and financial information, and property records. Because too much paper can cause stress and disorganization, it is important to be clear about what you need to keep and for how long, and what can be destroyed. Every financial decision…
PDS Planning Recognized as One of Ohio’s Most Generous Companies PDS Planning is proud to once again be named to the Columbus Business First Corporate Citizenship Top 100 list. This annual ranking recognizes the generosity of the Central Ohio business community who gives the most cash contributions to local nonprofit organizations. This recognition is a…
Shining a Spotlight on the PDS Planning Team Since 1985, PDS Planning has sought to eliminate the stress often associated with financial planning. We understand that our work goes beyond business and has a personal impact on families and legacies. That’s why we are proud to have a team of forward-thinking leaders, expert planners, and…
Gratitude Month The Foundation of Abundance “Acknowledging the good that you already have in your life is the foundation for all abundance.” – Eckhart Tolle At PDS Planning, we have the privilege each day to come to work, surrounded by good people dedicated to serving our wonderful clients. While we will not pretend the past 18 months…
What is PDS CARES Financial contributions by our owners are used to make discretionary gifts to various causes throughout the year. By involving our staff to weigh in on those organizations that they personally support, it also increases a sense of internal goodwill at PDS Planning and also helps embrace a giving spirit throughout our…
