Employee Spotlight

Celebrating Growth: PDS Planning Announces Team Promotions

June 12, 2025


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 — are the foundation of our success. Watching Beth, Joel, and Jill grow their careers here is a source of great pride for our entire team.

Beth McCampbell, FPQP™, Named Associate Financial Advisor

Beth’s desire to learn and her commitment to PDS and our clients made it clear from the start that she had an incredibly bright future.

From the day Beth started at PDS, it was clear she would become an integral part of the company. Her technical planning skills, steady communication, and deep empathy for clients have allowed her to lead relationships with confidence and care. As she continues pursuing her CERTIFIED FINANCIAL PLANNER™ designation, her impact will only grow.

– Jamie Menges, Shareholder

Beth’s promotion reflects her ability to blend complex financial planning with thoughtful client communication, which is the very essence of the PDS approach.


Joel Bleskey, CFP® Promoted to Paraplanner

After relocating to Columbus, Joel was actively seeking an opportunity with a fee-only firm and he was thrilled when a friend shared their internship experience at PDS Planning. His passion for the fee-only model, paired with a strong desire to grow professionally, has made a lasting impression.

In less than two years, Joel has embraced every challenge and consistently gone above and beyond. From passing the CFP® exam in his first year to recently earning the full designation, Joel’s growth has been remarkable. He’s a team player, always ready to support clients and colleagues alike.”

– Jimmy Rogers, Shareholder

Joel’s proactive mindset and drive for excellence exemplifies PDS’s commitment to cultivating talent from within.


Jill Olding Promoted to Director of Office Administration

At the core of PDS Planning are the relationships we build with one another and our clients. It is Jill’s commitment to provide friendly service and exceed expectations in everything she does that makes this possible.

Every great organization has someone who tackles the behind-the-scenes work that defines the client experience. Jill ensures the firm operates smoothly—from billing and reporting to planning memorable events. Her attention to detail, creativity, and perseverance make her invaluable.

– Jamie Menges, Shareholder

Jill’s promotion reflects her role as the backbone of operations, ensuring both clients and team members feel supported and engaged.

These promotions highlight PDS’s ongoing commitment to fostering talent, encouraging professional development, and celebrating the people who make our firm exceptional. As a flat-fee financial planning firm, we’re known not just for the advice we provide, but for the collaborative, client-focused culture we’ve built.

Please join us in congratulating Beth, Joel, and Jill on their well-deserved promotions!


IMPORTANT DISCLOSURE INFORMATION: Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by PDS Planning, Inc. [“PDS”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from PDS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. PDS is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the PDS’ current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.pdsplanning.comPlease Note: PDS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PDS’ web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a PDS client, please contact PDS, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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