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
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