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Jamie Menges

Shareholder, Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER™, CPA

PDS Planning Inc

United States, Ohio, Columbus

About Me

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.

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

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