PDS Planning Employee Spotlight – Rita Itsell Managing Principal of PDS Planning, Rita Itsell took a nontraditional path through her educational and professional careers which have influenced how she approaches her work and relationship with her clients. Rita ultimately received her B.S. in Finance from Franklin University after nearly nine years of coursework – mostly…
PDS Planning Employee Spotlight – Drew Potosky, CFP® As a Portfolio Analyst with PDS Planning, Drew Potosky, CFP®, is part of the Investment Team, working alongside Kurt Brown and Kyle Euton. Together they provide ongoing research, portfolio management, day-to-day trading, and client service. In addition, Drew writes content for PDS and helps to maintain the…
PDS Planning Employee Spotlight – Alyssa Anderson Growing up in a small town in Iowa, Alyssa Anderson graduated with a finance degree from The University of Iowa in 2009 before relocating to Columbus and joining the PDS Planning team. She has been with PDS for more than 12 years and considers her coworkers as part…
PDS Planning Employee Spotlight – Jillian Wendling Get To Know Planning Analyst Jillian Wendling As a Planning Analyst for PDS Planning, Jillian Wendling is an integral part of the advisory team and serves as a key point of contact for clients on a daily basis. In addition to actively participating in client meetings and managing…
PDS Planning Employee Spotlight – Kyle Euton After graduating from Ohio University with a BA in Finance and Economics, Kyle Euton worked for a number of large financial institutions prior to joining PDS Planning, including Fidelity Investments. In this most recent role, Kyle helped corporate executives and company insiders manage their equity compensation. He had…
PDS Employee Spotlight – Jimmy Rogers, CFP® As Wealth Manager for PDS Planning, Jimmy Rogers is both a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), who works to help clients streamline their finances and make informed decisions by providing objective advice and ongoing communication. “By helping to simplify our clients’ financial lives,” he…
As the Chief Investment Officer and Chief Compliance Officer for PDS Planning, Kurt Brown helps navigate the economic landscape to make sound investment decisions for the firm’s clients. As a principal, Kurt oversees all compliance efforts to maintain the firm’s strong culture of compliance. He also is a Chartered Financial Analyst (CFA®) Charterholder, one of…
