We are thrilled to announce a new addition to the PDS Planning Team!

Kyle Euton has joined as a Portfolio Manager. In this role, Kyle works with Kurt and Drew as part of the Investment team to provide ongoing research, portfolio management, and client service.

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!

Please join us in welcoming Kyle to PDS!

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.