Do you know how much you currently pay in fees?
Jimmy Rogers, CFP®
As a firm Shareholder, I work with the leadership team to achieve the firm’s objectives and help grow the firm with a focus on business development, marketing and technology strategies.
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 so you can spend more time on what is truly important and meaningful. We do this by providing objective advice and ongoing communication to help you solve problems and achieve a rich life, however you define it.
Education
- A.B. in Psychology from Princeton University
Certifications
- CERTIFIED FINANCIAL PLANNER™ (or CFP®)
- Upper Arlington Rotary
About Me:
Growing up in Columbus, I enjoyed figuring out systems to help me improve academically, financially and socially. More importantly, I always enjoyed sharing the systems working for me to help those I care about. I studied economics in college knowing I would get into finance, but majored in psychology when I found it to be embedded in everything we do. I am fascinated by how we think and why we do the things we do.
My wife and I have three beautiful kids and an overprotective Westie. Outside the office, I enjoy spending time with family and friends, traveling and staying active. I’ve played team sports all my life, including playing football in college. The lessons I learned being part of a team have served me well in all areas of life.
