Employee Spotlight, Our People
For Matt Zimmermann, CFP®, joining PDS Planning felt like a natural next step. Having worked at other fee-only financial planning firms in Columbus, he had long respected PDS’s approach to serving clients. Now, as a Financial Advisor on our team, Matt builds meaningful relationships and helps clients make informed decisions with confidence. A University of…
With a strong foundation in finance and a passion for helping others find clarity in their financial journey, Tad Harrington CFP®, brings both expertise and empathy to his role at PDS Planning. A graduate of The Ohio State University with a Bachelor of Science in Business Administration, Tad has more than a decade of experience…
Born and raised in Plain City, Ohio, Josh Underhill is a recent graduate of The Ohio State University and the newest member of the PDS Planning team. As an Associate Paraplanner, he supports the team through research, meeting preparation, and client service while taking the opportunity to learn from the rest of the team daily.…
PDS Planning is proud to announce the promotions of three outstanding team members—Beth McCampbell, FPQP™, Joel Bleskey, CFP®, and Jill Olding. Each embodies our values of personalized service, team collaboration, and an unwavering commitment to client success. At PDS, people come first. The relationships we build — with our clients and with each other —…
PDS Planning Congratulates Joel Bleskey on Earning CFP® Certification PDS Planning is pleased to announce that Joel Bleskey has obtained his CFP® certification. After successfully passing the CFP® exam in March 2024, Joel has now completed the experience requirement, meeting all the standards set by CFP Board for certification. An Associate Paraplanner with PDS, Joel…
PDS Planning Employee Spotlight – Karl Lemke At PDS Planning, we constantly strive to attract exceptional, creative professionals to become part of our team. We are excited to present Karl Lemke, who has recently joined us as our latest Associate Planner. Keep reading to get to know Karl! Tell us a little bit about yourself.…
PDS Planning Financial Planning Team of Jamie, Beth, and Luke At PDS Planning, we believe in the power of a team approach to financial planning. Our philosophy centers on collaboration and synergy, recognizing that each member of our team brings a unique set of skills and expertise to the table. Our clients benefit from this…
PDS Planning Financial Planning Team of Jimmy, Jillian, and Joel “If everyone is moving forward together, then success takes care of itself.” – Henry Ford At PDS Planning, it’s a team effort to help you achieve your financial goals. We strategically align in-house teams to work collaboratively, allowing them to draw on each other’s experience…
PDS Planning Employee Spotlight – Joel Bleskey At PDS Planning, we always seek quality, creative professionals to join our team. We are excited to introduce Joel Bleskey, our newest Associate Planner. Joel is eager to learn and grow in his new role and brings a fresh perspective to the PDS Planning team. Keep reading to…
Employee Spotlight: Get to know Ali Brockman We are excited to introduce Ali Brockman as the newest addition to the PDS Planning team. Joining the planning team as a Client Service Specialist, Ali is enrolled at Franklin University and expected to graduate in May 2024. Before joining PDS Planning, Ali worked in the education industry.…
PDS Planning Financial Planning Team of Rita, Laurie, and Alyssa At PDS Planning, we are proud to have a team of forward-thinking leaders, expert planners, and staff who approach our clients’ financial decisions the same way we approach investing our money. It’s a team effort to help you achieve your financial goals. We strategically align…
Employee Spotlight: Get To Know Luke Babner We are excited to introduce Luke Babner as the newest addition to the PDS Planning team. Joining the planning team as a Client Relationship Manager, Luke received his Bachelor’s Degree in Finance and Business Analytics from Ohio University and is a proud Bobcat. Prior to joining PDS, Luke…
PDS Planning Employee Spotlight – Jamie Menges As a Shareholder and Wealth Manager for PDS Planning, Jamie Menges, CFP® and CPA, is responsible for managing clients, leading the firm’s marketing and business development efforts, and like any small business owner, assisting with firm strategy and day-to-day management. His work doesn’t end there, however. He is…
PDS Planning Employee Spotlight – Rita Itsell Managing Principal of PDS Planning, Rita Itsell took a nontraditional path through her educational and professional careers which have influenced how she approaches her work and relationship with her clients. Rita ultimately received her B.S. in Finance from Franklin University after nearly nine years of coursework – mostly…
PDS Planning Employee Spotlight – Drew Potosky, CFP® As a Portfolio Analyst with PDS Planning, Drew Potosky, CFP®, is part of the Investment Team, working alongside Kurt Brown and Kyle Euton. Together they provide ongoing research, portfolio management, day-to-day trading, and client service. In addition, Drew writes content for PDS and helps to maintain the…
