Do you know how much you currently pay in fees?
Joel Bleskey, CFP®
As a Paraplanner, I work as part of a team to deliver an exceptional ongoing client experience. I also have the unique pleasure to work closely with several of our new clients and help welcome them to PDS!
Personal Mission
Two quotes I live by: “Anything in life is worth overdoing.” “Give first and without expectation.”
What I Love About PDS
We truly put planning first. Every discussion and decision is tied back to each client’s unique financial plan, allowing us to make educated decisions and stay focused on achieving their individual long-term goals.
Education
BS in Finance with a concentration in Financial Planning from Indiana State University
- CERTIFIED FINANCIAL PLANNER® (or CFP®)
About Me:
I grew up in Illinois and relocated to Columbus with my now-wife, Jourdan, after graduating from Indiana State University. Yes, where Larry Bird went. I passed his statue almost every day on campus. Shortly after moving here, we grew our family by adopting our dog, Leo, who is probably a little too spoiled…
Coming from a family of engineers, a lot of people assumed I would follow in their footsteps; however, I had other plans. I decided to take the detail-oriented nature of that career path and apply it to a different purpose. I wanted to build personalized financial plans, dive deep into complex estate planning cases, and develop a strong understanding of tax strategies.
In our free time, Jourdan and I enjoy traveling, working out, and relaxed game nights with our friends. Additionally, we have recently been trying a lot of new restaurants as Columbus has some of the best food options of anywhere we have lived. Happy to try any recommendations!
