PDS Planning Inc

Jamie Menges is a CFP® with 23 years of industry experience, currently serving as an advisor at PDS Planning, Inc. since 2013. He holds a Series 63 designation and is based in Dublin, Ohio. PDS Planning, Inc. is a fee-only registered investment adviser that serves individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm provides comprehensive financial planning and investment advisory services with a planning-driven approach, emphasizing fixed-fee engagements and a fiduciary standard.

Rita Itsell is a Series 65-licensed financial advisor at PDS Planning Inc with 12 years of industry experience. She has been with PDS Planning since 2002. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions and offers comprehensive financial planning and investment advisory services, including retirement-plan consulting and estate coordination.

Tad Herrington is a CFP® with 10 years of industry experience, currently with PDS Planning Inc in Dublin, OH. His prior roles include positions at Graver Capital Management, SWS Partners, Wealth Launch, Clark Asset Management, Mtbw/John E. Sestina and Company, and UBS Financial Services. He is the founder and consultant of Wealth Launch Planning Solutions, a practice management consulting service for financial advisors. PDS Planning, Inc. is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions, comprehensive financial planning, and portfolio monitoring across various asset types, operating primarily under an annual fixed-fee model.

Kurt Brown is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at PDS Planning, Inc. in Dublin, OH. He has been with PDS Planning since 2010. PDS Planning, Inc. is a fee-only registered investment adviser that provides comprehensive financial planning and investment advisory services to individuals, high-net-worth households, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, ongoing portfolio monitoring, and a fiduciary standard, offering a fixed-fee model for client engagements and a range of services including retirement-plan consulting and business succession planning.

Kyle Euton is a financial advisor at PDS Planning Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services, LLC from 2014 to 2020 before joining PDS Planning in 2020. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions and offers comprehensive financial planning and investment advisory services, including retirement-plan consulting and business succession planning.

Laurie Licata is a CFP® professional with six years of industry experience, currently serving as a financial advisor at PDS Planning, Inc. in Dublin, OH. She has been with PDS Planning since 2008. PDS Planning, Inc. is a fee-only registered investment adviser that serves individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm focuses on planning-driven investment decisions and offers comprehensive services including retirement-plan consulting, executive compensation, business succession planning, estate coordination, and education funding analysis.

James Rogers is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Fisher Investments and Hamilton Capital Management Inc. He is currently an advisor at PDS Planning Inc in Dublin, Ohio. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions and offers comprehensive financial planning and advisory services, including retirement-plan consulting and estate coordination.

Kevin Doll is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with PDS Planning, Inc. since 2022 and previously worked at Hamilton Capital Management Inc for seven years. PDS Planning, Inc. is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profits. The firm focuses on planning-driven investment decisions and offers services including retirement-plan consulting, executive compensation, business succession planning, and estate coordination.

Andrew Potosky is a CFP® professional at PDS Planning Inc with four years of industry experience. He has worked at Nationwide Investment Services Corporation and Fidelity Investments prior to joining PDS Planning in 2018. PDS Planning Inc is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm focuses on planning-driven investment decisions, providing comprehensive financial planning and investment advisory services with a fixed-fee model for many client engagements.

Robert Hamilton is a CFP® with 43 years of industry experience. He has been with PDS Planning, Inc. since 1989 and Royal Alliance Associates, Inc. since 1990. PDS Planning, Inc. is a fee-only registered investment adviser serving individual clients, business entities, pension plans, charitable institutions, and non-profit organizations. The firm emphasizes planning-driven investment decisions, offers comprehensive financial planning and investment advisory services, and uses an annual fixed-fee model for most client engagements.