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Our Columbus Financial Advising Team Believes in Doing Things Differently.

Since 1985 we’ve 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 questions.


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
Identified as a top fee only financial advisor in Columbus by Smart Asset

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.

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Meet Our Team Of Financial Planners & Advisors

Alyssa Anderson

Alyssa Troyer (Anderson)

Luke Babner sitting in front of a tall plant

Luke Babner

Associate Paraplanner
Kurt Brown

Kurt Brown, CFA

Shareholder, Chief Investment Officer, Chief Compliance Officer

Kevin Doll, CFP®

Senior Financial Advisor
Kyle Euton

Kyle Euton

Assistant Portfolio Manager
Rita Itsell

Rita Itsell

Shareholder, Senior Financial Advisor

Laurie Licata, CFP®

Financial Advisor
Beth McCampbell

Beth McCampbell, FPQP™

Jamie Menges

Jamie Menges, CFP®, CPA

Shareholder, Senior Financial Advisor
Jill Olding

Jill Olding

Office Coordinator
Drew Potosky

Drew Potosky, CFP®

Portfolio Analyst
Jimmy Rogers

Jimmy Rogers, CFP®

Shareholder, Senior Financial Advisor
Katie Warga

Katie Warga

Associate Paraplanner

Jillian Wendling


*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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