Our Blog

Employee Spotlight

PDS Planning Employee Spotlight – Laurie Licata, CFP®

PDS Planning Employee Spotlight – Laurie Licata, CFP® A Wealth Planner and Certified Financial Planner™ with PDS Planning since 2008, Laurie Licata values the relationships she has built with both her colleagues and clients over the years. On a day-to-day basis, Laurie works to address any questions or concerns her clients may have and enjoys…

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…

Don’t Pay More Simply Because You Have More Money.