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…
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…
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…
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…
