Jamie Menges Email & Phone Number

Shareholder, CERTIFIED FINANCIAL PLANNER™, CPA @ PDS Planning, Inc.

5 free lookup(s).

Jamie Menges Location

Columbus, OH, US

Jamie Menges Work

2013 - now Shareholder, CERTIFIED FINANCIAL PLANNER™, CPA @ PDS Planning, Inc.
2007 - 2013 CERTIFIED FINANCIAL PLANNER™ @ Investment Partners, LTD
2000 - 2007 CERTIFIED FINANCIAL PLANNER™ @ Principal Financial Group
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1999 - 2000 Staff Accountant @ Crowe Horwath LLP
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Jamie Menges Education

Miami University
BS (Accounting and Finance)
1995 - 1999

Jamie Menges Skills

Strategic Financial Planning
Investments
High Net Worth Individuals

Wealth Management Services
Personal Tax Planning
Auditing
401k Rollovers
Project Management
Business Valuation
Cash Management

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Jamie Menges Summary

Jamie Menges, based in Columbus, OH, US, is currently a Shareholder, CERTIFIED FINANCIAL PLANNER™, CPA at PDS Planning, Inc.. Jamie Menges brings experience from previous roles at Investment Partners, LTD, Principal Financial Group and Crowe Horwath LLP. Jamie Menges holds a 1995 - 1999 BS in Accounting and Finance @ Miami University. With a robust skill set that includes Strategic Financial Planning, Investments, High Net Worth Individuals, Wealth Management Services, Personal Tax Planning and more. Jamie Menges has 2 emails and 1 mobile phone numbers on RocketReach.

Jamie Menges Emails

Found 2 emails

Jamie Menges Phone Numbers

Found 6 phone numbers

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Top PDS Planning, Inc. Employees

Kurt Brown

Chief Investment Officer at PDS Planning, Inc.

Dublin, OH, US
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- pdsplanning.com
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- +1 231-941-XXXX
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- +1 614-481-XXXX
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Rita Itsell

Managing Partner and Financial Planner at PDS Planning, Inc.

Columbus, OH, US
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- +1 614-481-XXXX
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Laurie Licata

Certified Financial Planner at PDS Planning, Inc.

Columbus, OH, US
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- pdsplanning.com
3
- +1 614-560-XXXX
- +1 614-527-XXXX
- +1 614-293-XXXX
Drew Potosky

Portfolio Manager at PDS Planning, Inc.

Columbus, OH, US
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- pdsplanning.com
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- +1 847-890-XXXX
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Kevin Doll

Wealth Manager at PDS Planning, Inc.

Dublin, OH, US
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- pdsplanning.com
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- +1 614-442-XXXX
- +1 614-299-XXXX
- +1 614-264-XXXX
Alyssa Troyer

Director of Operations at PDS Planning, Inc.

Dublin, OH, US
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Luke Babner

Client Relationship Manager at PDS Planning, Inc.

Dublin, OH, US
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- pdsplanning.com
Janelle Jackson

Receptionist and Office Administrator at PDS Planning, Inc.

Columbus, OH, US
2
- gmail.com
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4
- +1 614-732-XXXX
- +1 717-818-XXXX
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Joshua Underhill

Associate Paraplanner at PDS Planning, Inc.

Plain City, OH, US
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Jillian Wendling

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