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…
