Advisor Conversation

PDS Planning’s, Jamie Menges, CFP®, CPA, has been elected to the Executive Board of the Ohio Society of CPA’s.

Jamie comments, “It’s an honor to be asked to serve, then to be elected by your peers.  CPA’s are trusted advisors to their clients, and I owe a great deal to the industry.  I’m excited for the opportunity to give back.”

With roughly 24,000 members across the state, it is quite an honor to be elected as one of the 16 board members. Jamie’s term will be 3 years, commencing in April 2018.  In addition to his role on the Executive Board, he also chairs the Investment Sub-Committee which is responsible for overseeing the management of the portfolio assets of the Society, as well as the assets of the Ohio CPA Foundation.


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