We are excited to introduce Luke Babner as the newest addition to the PDS Planning team. Joining the planning team as a Client Relationship Manager, Luke received his Bachelor’s Degree in Finance and Business Analytics from Ohio University and is a proud Bobcat.
Prior to joining PDS, Luke worked in private aviation for about a year and a half but recognized early on that was not an industry in which he wanted to build his career. After connecting with a few members of the PDS team, Luke says, “I knew this was a great company with a good culture and growth opportunities.” He notes, “Unlike some of the bigger firms, at PDS you are valued rather than just being another number. PDS checked all of my boxes for where I wanted to start my career in the finance industry.”
At PDS, we are proud to have a team of forward-thinking leaders, expert planners, and staff who approach our clients’ financial decisions the same way we approach investing our own money. Learn more about Luke’s role with PDS, as well as about how he spends his time away from work.
How do you think PDS Planning is different from other financial planning firms?
First and foremost, the people that work here. I am always learning something new every day from the incredibly knowledgeable team members.
Secondly, it’s the way the PDS does business. Being a flat fee financial planning firm, clients know the exact amount they are being charged for our service, and the advice provided is in their best interest.
What is your favorite aspect of working at PDS?
My favorite part is by far the people I get to work with. Coming into the office every day becomes fun when you enjoy the time spent with the group here.
Do you see anything new on the horizon of the financial planning industry?
I am new to the industry so I am still learning, but during my short time here at PDS, the flat fee model makes the most sense to me. I can’t see why the demand for this business model wouldn’t continue to grow as more consumers stop and think about what they’re being charged for by their advisors.
Tell us about your family
I am the youngest of 3 boys (not sure how my mom put up with us) and have always been very close with my family. My dad is the owner of a running company that operates a number of races in the Columbus area, and my mom has been a teacher at Deer Run Elementary in Dublin for as long as I can remember. I have been very lucky to have both of them to shepherd me through the twists and turns of life. My oldest brother still lives here in Columbus and works for the city, while my other lives in Austin, TX.
When you are not working, how do you like to spend your free time?
When I am not at the office, I am typically out on the golf course crafting my game. I enjoy all things outdoors, whether it be going for a run, hiking, or playing yard games. Growing up I always played sports, but these days I have gotten more into watching and I typically hang out with friends or family and go to local sporting events. My favorite team is the Columbus Blue Jackets.
What are you reading/watching/listening to?
I am currently reading The Psychology of Money by Morgan Housel. As for TV shows, I tend to rewatch the ones I enjoy, which include New Girl, The Office, and Ted Lasso. I am not too picky about the music I listen to, but one of my favorite bands is Caamp.
Are you involved with PDS Cares?
Since coming on board I have tried to take every opportunity available to volunteer. One experience that I thoroughly enjoyed was cooking and serving breakfast at the Ronald McDonald House. I am looking forward to more opportunities to give back as my time at PDS continues.
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