When I’m not at work, I love spending time with my wife Megan and our children Luca and Olivia. We enjoy the outdoors by taking long walks and bike rides around Dublin, hacking our way around the golf course, or trips to Lake Cumberland. I am also an avid Ohio State Buckeyes, Cleveland Browns and Cincinnati Reds fan. I believe in giving back to our local communities by previously serving on the board of directors for Neighborhood Services, Inc. and currently with the Dublin AM Rotary Club. I am also a member of the CFA Society of Columbus and Financial Planning Association of Central Ohio.
Kurt Brown
Shareholder, Chief Investment Officer, Chief Compliance Officer, Lead Portfolio Manager and Chair of the Investment Committee
PDS Planning Inc
United States, Ohio, Dublin
About Me
Profile Information
Shareholder, Chief Investment Officer, Chief Compliance Officer, Lead Portfolio Manager and Chair of the Investment Committee
PDS Planning Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dublin
Ohio
United States
Jan 12, 2025
More profiles to browse
Drew Potosky
Portfolio Manager

Jimmy Rogers
Shareholder, Senior Financial Advisor
Jamie Menges
Shareholder, Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER™, CPA
BM
Beth Mccampbell
Financial Planning Analyst, Paraplanner
You Might Like
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services