For Diego Shaw, a connection with a high school friend opened the door to joining PDS Planning. A 2025 graduate of Mount Vernon Nazarene University, where he studied financial planning and played on the men’s soccer team, Diego was drawn to the firm’s comprehensive, fee-only approach and the opportunity to learn from experienced advisors. Originally…
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…
Summer always seems to go a little too quickly. As we settle into fall, we’re taking a moment to share what our team has been up to outside the office. Some celebrated big family milestones, while others made the most of familiar summer traditions. Whether traveling somewhere new or enjoying time close to home, there…
Beyond Your Finances, Our People, Retirement
At PDS Planning, we believe some of the best financial lessons come from real life experiences. Alyssa Troyer, Director of Operations and Paraplanner at PDS, recently reflected on completing her 14th half marathon while balancing life as a working mom of two young children. Her experience serves as a thoughtful reminder that both running and…
Beyond Your Finances, Our People
Podcast Transcript Summary Financial planning is often thought of in terms of numbers—portfolios, returns, and projections—but in reality, it’s much more personal than that. Behind every decision is a story, a goal, or a moment in life that requires clarity and confidence. In this episode of From Planning to Prosperity, we sit down with Beth…
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 —…
Our People, PDS Experience, PDS News
Inside the values that shape the PDS Planning team At PDS Planning, we take pride in doing things a little differently. That includes how we grow our team. While experience, knowledge, and credentials matter, we believe who you are is just as important as what you know. Our firm has always been about people. We…
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…
Our People, PDS Experience, PDS News
2024 will be a memorable and pivotal year when the book is written on PDS. It really is hard to believe it’s over. What made it so memorable? The incredible achievements and the wonderful people who helped make it possible. 2024 can be summarized in three words: Growth, Technology, and Reach. Growth There are lot…
Our People, PDS Experience, PDS News
Posted: 8/26/2024 As we start to transition into fall, we’re reflecting on our unforgettable summer adventures and many memories made. Our travels took us far and wide including San Diego, Cape Cod, Colorado, the Carolinas, Florida and Michigan. Along the way, our team indulged in lots of cake and ice cream, golf, breweries, and of…
Our People, PDS Experience, PDS News
We had the pleasure of spending another fun evening cheering on the Columbus Clippers with our clients and partners. It was a beautiful summer evening as the Clippers took the field as Los Veleros de Columbus as part of MiLB’s Copa de la Diversion program. They faced off against the Memphis Redbirds. Although we didn’t…
Beyond Your Finances, Our People
Posted: 06/13/2024 At PDS Planning, we believe true wealth isn’t just about amassing money, but rather the full life we live. In our recent article, Living a Richer Life, we noted that a rich life can and should include a variety of priorities, including hobbies. That got us thinking about one of our favorite hobbies,…
Our People, PDS Experience, PDS News
How is it possible we are already embarking on our journey for 2024? We all recognize as we age time appears to speed up. Of course, this is simply the relative relationship between one year and our total years. If you are five years old, one year represents 20% of your life. If you’re 50,…
