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
Rita Itsell
Shareholder, Senior Financial Advisor, Managing Partner/Financial Planner
BM
Beth Mccampbell
Financial Planning Analyst, Paraplanner
Jimmy Rogers
Shareholder, Senior Financial Advisor
Kevin Doll
Senior Financial Advisor, Wealth Manager
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management