PDS Planning Employee Spotlight – Kevin Doll, CFP® The newest addition to the PDS Planning team, Kevin Doll, CFP®, brings over 20 years of experience as a Registered Investment Advisor with him. Throughout that time, he has worked on a fee-only basis with a range of clients that include next gen, high net worth, business…
PDS Planning Employee Spotlight – Beth McCampbell FPQP™ Born and raised in Ohio, Beth McCampbell is a proud alumna of The Ohio State University with a BS in Business Administration specializing in Marketing and earned her FPQP™ certification in 2019. As a Planning Analyst, Beth is the daily point of contact for clients providing assistance…
PDS Planning Employee Spotlight – Alyssa Anderson Growing up in a small town in Iowa, Alyssa Anderson graduated with a finance degree from The University of Iowa in 2009 before relocating to Columbus and joining the PDS Planning team. She has been with PDS for more than 12 years and considers her coworkers as part…
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…
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…
PDS Planning Employee Spotlight – Laurie Licata, CFP® A Wealth Planner and Certified Financial Planner™ with PDS Planning since 2008, Laurie Licata values the relationships she has built with both her colleagues and clients over the years. On a day-to-day basis, Laurie works to address any questions or concerns her clients may have and enjoys…
PDS Employee Spotlight – Jimmy Rogers, CFP® As Wealth Manager for PDS Planning, Jimmy Rogers is both a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), who works to help clients streamline their finances and make informed decisions by providing objective advice and ongoing communication. “By helping to simplify our clients’ financial lives,” he…
As the Chief Investment Officer and Chief Compliance Officer for PDS Planning, Kurt Brown helps navigate the economic landscape to make sound investment decisions for the firm’s clients. As a principal, Kurt oversees all compliance efforts to maintain the firm’s strong culture of compliance. He also is a Chartered Financial Analyst (CFA®) Charterholder, one of…
