As a Planning Analyst, I provide assistance with planning services, client communication and marketing efforts for the firm. I love getting to come alongside clients where they are and help them learn something new that will make an impact on their lives. My husband and I purchased our first home in Clintonville a couple years ago and then adopted our adorable mutt, Archie (yes, after Archie Griffin) a few months later. We both graduated from The Ohio State University and love the Buckeyes. You’ll often find us tailgating on Saturday mornings near the field. Before coming to PDS Planning I worked as a floral designer and bridal consultant for 5 years and still design for friends and famil


Beth Mccampbell
Financial Planning Analyst, Paraplanner
PDS Planning Inc
United States, Ohio, Columbus
About Me
Profile Information
Financial Planning Analyst, Paraplanner
PDS Planning Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Columbus
Ohio
United States
Aug 9, 2024
More profiles to browse
Jamie Menges
Shareholder, Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER™, CPA
Drew Potosky
Portfolio Manager

Jimmy Rogers
Shareholder, Senior Financial Advisor
Kevin Doll
Senior Financial Advisor, Wealth Manager
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial