As a Senior Financial Advisor, I work with my clients to make sound financial decisions that factor the unique considerations they face. As a firm Shareholder, I work with our team to ensure we deliver the best possible services and experience for our clients. I also lead the branding, marketing, and growth strategies for our firm.
Jamie Menges
Shareholder, Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER™, CPA
PDS Planning Inc
United States, Ohio, Columbus
About Me
Profile Information
Shareholder, Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER™, CPA
PDS Planning Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Columbus
Ohio
United States
Aug 9, 2024
More profiles to browse
Kyle Euton
Investment Advisor
Kurt Brown
Shareholder, Chief Investment Officer, Chief Compliance Officer, Lead Portfolio Manager and Chair of the Investment Committee
BM
Beth Mccampbell
Financial Planning Analyst, Paraplanner
Kevin Doll
Senior Financial Advisor, Wealth Manager
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
JB
Joy Bunzel
Client Services
Sierra Investment Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation