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…
Kevin Doll Honored with Meritorious Service Award from The Ohio State University We are proud to share that Kevin M. Doll, CFP®, MS, has been selected to receive the Meritorious Service Award at the College of Education and Human Ecology (EHE) Hall of Fame and Alumni Awards reception on October 2, 2025, at The Ohio…
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,…
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, Kevin, 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…
