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Our Columbus Financial Advising Team Believes in Doing Things Differently.

Since 1985, our financial experts had one goal—to eliminate the stress often associated with planning your financial future. That means we provide analysis in a language you understand, clear recommendations on what you should do, and straightforward answers to your financial questions.

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35+ years of experience serving Central Ohio
Over $1 billion dollars in assets under management
Serving over 550 clients
Named a Top 10 Fee-Only Financial Planner by Columbus Business First
Awarded April, 2023 for the period ending 12/31/22
Named a Top 13 Best Ohio Financial Advisor by AdvisoryHQ
Awarded May, 2021 for the 2020 – 2021 time period

While Our Work Is Serious, Our Culture Is Casual.

We know our work is more than business—it’s personal. So we don’t create fancy presentations or talk down to you. We treat you like a friend and approach your financial decisions the same way we approach investing our own money. It’s a relationship that extends beyond meetings to events like educational workshops, networking, appreciation, and giving back to our community.

As part of our work culture, we created a charitable foundation to give back to the Columbus community. Learn about PDS Cares.

Meet Our Team Of Expert Financial Planners & Advisors

Luke Babner

Associate Paraplanner

Joel Bleskey

Associate Paraplanner

Allison Brockman

Client Service Specialist
Kurt Brown

Kurt Brown, CFA

Shareholder, Chief Investment Officer, Chief Compliance Officer

Kevin Doll, CFP®

Senior Financial Advisor
Kyle Euton

Kyle Euton

Investment Advisor
Rita Itsell

Rita Itsell

Shareholder, Senior Financial Advisor

Karl Lemke

Laurie Licata, CFP®

Financial Advisor
Beth McCampbell

Beth McCampbell, FPQP™

Paraplanner
Jamie Menges

Jamie Menges, CFP®, CPA

Shareholder, Senior Financial Advisor
Jill Olding

Jill Olding

Office Coordinator
Drew Potosky

Drew Potosky, CFP®

Portfolio Manager
Jimmy Rogers

Jimmy Rogers, CFP®

Shareholder, Senior Financial Advisor
Alyssa Anderson

Alyssa Troyer (Anderson)

Paraplanner

Jillian Wendling

Paraplanner

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if PDS is engaged, or continues to be engaged, to provide investment advisory services.


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