New Additions and Destinations

The New Year has brought several exciting announcements we would like to share!

First, we are thrilled to announce we will be moving to our new Dublin location at the end of April, as long as the construction of our new space goes as planned.  Our new office is in the beginning stages of the build-out, but we are excited for a new light-filled space and the opportunity to enhance some of our interior spaces and décor.

The “before”

Our decision to relocate only 8 years after moving to 2200 West Fifth was due in part to outgrowing our current space, as well as learning that our building had been purchased by American Electric Power (AEP) with a planned demolition and future expansion of their existing power station.  Stay tuned for the open house announcement of our new location at 475 Metro Place South.

Second, we are just as thrilled to announce we have expanded the PDS team with two new individuals, Jimmy Rogers and Mitchell Niese.

Jimmy Rogers, CFP® joins our team of experienced advisors as a Wealth Manager.  He brings almost two decades of advisory and sales experience in the financial industry, as well as an A.B. in Psychology from Princeton University. In the two months since his arrival, he has been active client meetings where he has been able to apply his advisory expertise as well as his Psychology background of being a good listener and problem solver for clients.  Jimmy and his wife Cookie live in the Upper Arlington area and are celebrating the February birth of their 3rd child, James Patrick, joining his adoring older siblings, Mac & Bailey.

To read more about Jimmy, check out his bio on our website.

Mitchell Niese joins our team as Client Service Specialist, providing the back office support for client communications.  He comes to PDS with the strong desire of obtaining his CFP® designation and ultimately working as an advisor to clients.  He graduated from The Ohio State University with a BS in Business Administration specializing in Finance and a minor in Consumer & Family Financial Services. In the two months since he joined the team, we have seen his personal mission, “To live each day with a positive attitude and willingness to serve others” exhibited in his work ethic.  Mitchell is from Northwest Ohio but currently lives in the Grandview area.

To read more about Mitchell, check out his bio on our website.

We embrace the exciting changes that come with a growing organization. We firmly believe that both Jimmy and Mitchell enhance the PDS brand and our ability to deliver value to our clients.

 

 

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or product or any non-investment related content, made reference to directly or indirectly in this newsletter, will be suitable for your individual situation, or prove successful. This material is distributed by PDS Planning, Inc. and is for information purposes only.  Although information has been obtained from and is based upon sources PDS Planning believes to be reliable, we do not guarantee its accuracy.  It is provided with the understanding that no fiduciary relationship exists because of this report.  Opinions expressed in this report are not necessarily the opinions of PDS Planning and are subject to change without notice.  PDS Planning assumes no liability for the interpretation or use of this report. Consultation with a qualified investment advisor is recommended prior to executing any investment strategy. No portion of this publication should be construed as legal or accounting advice.  If you are a client of PDS Planning, please remember to contact PDS Planning, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives.  All rights reserved.