Kurt Brown
Our Blog
Rita Itsell
As a Senior Financial Advisor, I work with clients to help them address their personal financial goals through face-to-face meetings and ongoing client communications. As Managing Principal, I oversee the company finances, set the short and long-term strategic goals for the organization and work with staff to address the operations of the business. Personal Mission…
Jamie Menges
Jimmy Rogers
As a Senior Financial Advisor, I help new and existing PDS clients simplify their finances by providing objective advice and ongoing communication to help make informed decisions. Personal Mission To be present, kind and positively impact the lives of my family and friends. What I Love About PDS We help you simplify your financial life…
Don’t Pay More Simply Because You Have More Money.
