PDS Planning Employee Directory

PDS Planning corporate office is located in 475 Metro Pl S Ste 460, Dublin, Ohio, 43017, United States and has 11-50 employees.

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PDS Planning Global Presence

Location	People at location
North America	11-50

Key Employees of PDS Planning

KB
Kurt Brown
Chief Investment Officer
PhoneEmail
PhoneEmail
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PhoneEmail
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Index of contact profiles from PDS Planning

Hundreds of professionals searching for PDS Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RH
Robert Hamilton
Email Direct
Financial Planner
United States , Ohio , Dublin

TH
Tad Herrington
Email Direct
Senior Financial Advisor
United States , Ohio , Dublin

AP
Andrew Potosky
Email Direct
Portfolio Manager
United States , Ohio , Dublin

KE
Kyle Euton
Email Direct
Investment Advisor
United States , Ohio , Dublin

KB
Kurt Brown
Email Direct
Chief Investment Officer
United States , Ohio , Dublin

RI
Rita Itsell
Email Direct
Managing Partner and Financial Planner
United States , Ohio , Dublin

JJ
Janelle Jackson
Email Direct
Receptionist and Office Administrator
United States , Ohio , Dublin

LL
Laurie Licata
Email Direct
Certified Financial Planner
United States , Ohio , Dublin

JM
Jamie Menges
Email Direct
Shareholder, CERTIFIED FINANCIAL PLANNER, CPA
United States , Ohio , Dublin

BM
Beth McCampbell
Email Direct
Financial Associate & Advisor
United States , Ohio , Dublin

JW
Jillian Wendling
Email Direct
Paraplanner
United States , Ohio , Dublin

JB
Joel Bleskey
Email Direct
Paraplanner
United States , Ohio , Dublin

LB
Luke Babner
Email Direct
Associate Paraplanner
United States , Ohio , Dublin

AA
Alyssa Anderson
Email Direct
Paraplanner
United States , Ohio , Dublin

Former Employees at PDS Planning

Explore people who held key positions, contributed to PDS Planning's success, and advanced their careers.

MN
Mitchell Niese
Manager, Pricing at Palmer-Donavin
Worked as Client Relationship Manager
at PDS Planning (2020-2022)
Email Direct
KV
Keegan VanMeter
Associate Advisor at Summit Financial Strat...
Worked as Wealth Management Intern
at PDS Planning (2021-2021)
Email Direct
GV
Grant Van Winkle
Financial Planning Ana... at Morgan Stanley
Worked as Wealth Management Intern
at PDS Planning (2022-2022)
Email Direct

Explore More

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Frequently Asked Questions Regarding PDS Planning Employees

How many employees does PDS Planning have?

PDS Planning has 11-50 employees

Who are PDS Planning key employees?

Some of PDS Planning key employees are Kurt Brown

Where is PDS Planning located?

PDS Planning’s headquarters are located at 475 Metro Pl S Ste 460, Dublin, Ohio, 43017, United States

How do I contact PDS Planning?

PDS Planning Contact Info: Phone number: (614) 481-8449 Website: www.pdsplanning.com

What does PDS Planning do?

PDS Planning is a financial planning services firm based in Columbus, Ohio, specializing in retirement planning, fiduciary accounting, and investment advising. They operate on a flat fee model, providing straightforward financial planning aimed at enhancing clients' wealth while minimizing costs. Their services cater primarily to high net worth ind... Read More

Is PDS Planning a public company?

PDS Planning is private company therefore does not currently have an official ticker symbol

See more information about PDS Planning Employees