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Employee Spotlight

PDS Employee Spotlight – Jimmy Rogers, CFP®

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…

Employee Spotlight

PDS Employee Spotlight – Kurt Brown, CFA®

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…

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