We are thrilled to announce two new additions to the PDS Planning Team!
Kyle comes to us with over 10 years of financial services experience in banking and investments. For the past 6 years, Kyle worked for Fidelity Investments. Most recently, he partnered with public company executives assisting them with their equity compensation and brokerage trading needs.
Kyle earned his Business Administration degree in Finance and Economics from Ohio University. He grew up in Cincinnati and is an avid local sports fan. He was recently married in August and he and his wife Jessie reside in Upper Arlington. While away from the office, Kyle tries to play golf any chance he gets! You can also find Kyle and Jessie in the fall at the Horseshoe cheering on the Buckeyes or at Paul Brown Stadium rooting for the Bengals!
Katie Warga has joined as a Client Relationship Manager, providing the back office support for client communications.
When Katie is not working, you can find her testing out the latest Pinterest recipe, or on a plane to Europe! She loves to travel, eat good food and spend time with her hyperactive pup, Eddy. While Katie is originally from Northeast Ohio, she’s lived in Columbus since completing her degree at Capital University where she studied Financial Economics. She is passionate about serving in the fiduciary space and considers herself to be a lifelong student of the industry.
Please join us in welcoming both Katie and Kyle to PDS!
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