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Employee Spotlight

PDS Planning: Shining a Spotlight on the PDS Planning Team

Shining a Spotlight on the PDS Planning Team Since 1985, PDS Planning has sought to eliminate the stress often associated with financial planning. We understand that our work goes beyond business and has a personal impact on families and legacies. That’s why we are proud to have a team of forward-thinking leaders, expert planners, and…

Employee Spotlight

PDS Employee Spotlight – Kurt Brown, CFA®

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…

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