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Employee Spotlight

PDS Planning Employee Spotlight – Kyle Euton

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…

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…

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