We are very pleased to announce that Drew Potosky has joined the PDS Planning team as an Investment Analyst.  In this role, Drew works with Kurt and Tom as part of the Investment Team to provide ongoing research, portfolio management, and client service.

Drew graduated from the Fisher College of Business at The Ohio State University in the spring of 2017. He is in the middle of completing the coursework to obtain the CFP® designation.  Before joining PDS Planning, he spent a year and a half working for Ohio Deferred Compensation servicing government employees.

Drew and his fiancée, Liz, are in the process of planning for their wedding in late summer 2019.  They reside on the edge of German Village and enjoy taking their crazy dog, Charlie, on long walks or jogs through the neighborhood.  Liz is a 7th grade Science teacher and couldn’t imagine doing anything else. Drew enjoys hiking, photography, golfing, and watching the Ohio State Buckeyes, Cleveland Indians, and sharing in the misery of the Cleveland Browns.


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.