PDS Planning Employee Spotlight – Beth McCampbell FPQP™
Born and raised in Ohio, Beth McCampbell is a proud alumna of The Ohio State University with a BS in Business Administration specializing in Marketing and earned her FPQP™ certification in 2019.
As a Planning Analyst, Beth is the daily point of contact for clients providing assistance as needed. She leads pre-meeting work sessions, finalizes meeting preparations, participates in client meetings, and manages any post-meeting action items. In addition, Beth assists with planning services and marketing efforts for PDS Planning.
Of her role at PDS, Beth says, “I love getting to come alongside clients where they are and help them learn something new that will make an impact on their lives.” Prior to joining PDS, Beth worked with her clients in an entirely different way, but with the same passion, as a floral designer and bridal consultant for 5 years and still designs for friends and family.
At PDS, we are proud to have a team of forward-thinking leaders, expert planners, and staff who approach our clients’ financial decisions the same way we approach investing our own money. Learn more about Beth’s role with PDS, as well as about how she spends her time away from work – including an important new role she will be taking on in September!
How do you think PDS Planning is different from other financial planning firms?
The fact that we have such a young group of principals sets us apart in some ways, as does the fact that PDS successfully transitioned from the firm’s original owner to this new generation. It isn’t something that you see very often. It is also somewhat unique that the emphasis is always on PDS as a whole and not on one person. From the firm’s original founder to now, there has never been a focus on an individual, it is always about the clients and the company. This is even true of our name, which formed out of a previous accounting firm and hasn’t been changed since.
What is your favorite aspect of working at PDS?
Everyone genuinely cares for each other. When I come into the office, and someone asks me how I am, I know they truly care how things are going in my life. Related to our clients – we try to go above and beyond whenever we can and that is important to me. I think it speaks a lot to the character of the people who work here.
Do you see anything new on the horizon of the financial planning industry?
I think clients are starting to expect more from their advisor. They want honest advice, comprehensive planning that isn’t just focused on investments, and transparency. In general, clients want to fully understand and be more educated about their plan and not just be told this is what it is.
Tell us about your family
My husband and I are very excited to be expecting our first child in September! We have been married since 2011 and are also the proud parents of our dog, Archie. And, yes, he is named after Archie Griffin. We both went to OSU and are avid Buckeye fans.
When you are not working, how do you like to spend your free time?
We enjoy going on walks with Archie, being outside, sitting on our patio, and having bonfires. Prior to my pregnancy we also enjoyed checking out local coffee shops and breweries, but that has been pretty limited for now.
What are you reading/watching/listening to?
I’m probably one of the few people who still listens to CDs in my car. I really hate commercials, so I enjoy listening to my old CDs. I also really enjoy the Prohfiles podcast that dives into the history of Ohio and things that have happened in Ohio like the development of Cedar Point and the Save the Crew movement, etc.
Are you involved with PDS Cares?
I have been involved with PDS Cares since the program was established. I tend to give to a variety of organizations, different from year to year. I give to an organization related to something that has been on my heart or that gets to the heart of an issue taking place in Columbus. Some of the organizations I have supported through PDS Cares include the Columbus Urban League, Columbus Coalition for the Homeless, and The James Cancer Hospital and Dayton Children’s Hospital in honor of family and friends who have been treated at those hospitals.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or product or any non-investment related content, made reference to directly or indirectly in this newsletter, will be suitable for your individual situation, or prove successful. This material is distributed by PDS Planning, Inc. and is for information purposes only. Although information has been obtained from and is based upon sources PDS Planning believes to be reliable, we do not guarantee its accuracy. It is provided with the understanding that no fiduciary relationship exists because of this report. Opinions expressed in this report are not necessarily the opinions of PDS Planning and are subject to change without notice. PDS Planning assumes no liability for the interpretation or use of this report. Consultation with a qualified investment advisor is recommended prior to executing any investment strategy. No portion of this publication should be construed as legal or accounting advice. If you are a client of PDS Planning, please remember to contact PDS Planning, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives. All rights reserved.
