Tim is a Certified Financial Planner™ through the CFP Board of Standards, an Accredited Asset Management Specialist™ through the College for Financial Planning, and a graduate of Salisbury University. Tim specializes in creating financial plans that help people make the transition from working into retirement, developing realistic accumulation goals so people will eventually have enough saved to retire, and recognizing and addressing risk to one's overall financial plan. Additionally, he acts as the firm's Chief Compliance Officer, and the insurance Principal agent. An active member in the community, he serves on the board of several nonprofit organizations.
Tim holds a FINRA series 66 securities license as well as insurance licenses in life and health.
Gigi G. LeKites
Gigi is a Chartered Retirement Planning Counselor through the College for Financial Planning and a graduate of Salisbury University with a Bachelor of Arts concentrating in Economics. As an advisor with PKS Investment Advisors, Gigi facilitates comprehensive retirement planning for all stages of life comprised of a prudent approach while remaining consistent with the needs, goals and resources set forth by the client. In addition, Gigi assists business owners with qualified retirement plans and their investments.
Gigi holds a FINRA series 65 securities license and insurance licenses in life and health.
Eric A. Norberg
CPA, CFA, CFP®
Eric is a Certified Public Accountant and Personal Financial Specialist through the AICPA He is also a Chartered Financial Analyst, a Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Financial Planner ™ through the CFP Board of Standards. He graduated from the University of Maryland and earned a Master of Science degree in Taxation from Georgetown University. Eric uses his 35+ years of experience and knowledge to provide income tax planning and preparation, personal financial planning and investment advisory services for individual and business clients. Eric is a member of several professional organizations and has served on the AICPA Personal Financial Planning Executive Committee.
Steven E. Sweigert
Steve is a Chartered Retirement Planning Counselor through the College for Financial Planning and a graduate of Bloomsburg University of Pennsylvania where he earned a Bachelor of Arts degree in Economics and a Minor in Business Management. He joins PKS Investment Advisors with more than 8 years of financial industry experience in banking as well as investments. Steve started his career at a large brokerage firm, but was drawn to PKS as he felt his clients could accomplish more by utilizing low cost investment strategies and an evidence based approach to portfolio management. Steve specializes in helping his clients with retirement planning, portfolio management and estate planning.
Steve holds a FINRA series 66 securities license and insurance licenses in life and health.
Daniel M. O'Connell, II
A graduate of Salisbury University, Dan has over 20 years experience in accounting, auditing, taxation and financial planning. In addition to being a Certified Public Accountant, he is a Personal Financial Specialist and a Certified Valuation Analyst. With his experience and certifications Dan specializes in providing services to 1) small & middle-market businesses by providing accounting, tax and business valuation services 2) the healthcare industry including financial, operational and management consulting services, 3) the legal community though providing litigation support services, and 4) individuals by providing personal financial planning.
Dan holds a FINRA series 65 securities license.
Norman L. Myers, II
CPA, CCIP, CGMA
A graduate of Lycoming College in Williamsport, PA, Norm spent more than 35 years as a Certified Public Accountant at a firm in York, PA. Norm joined PKS in 2013 after moving to Ocean Pines, MD. Norm's willingness to share his extensive accounting and business knowledge with his colleagues makes him an valuable asset to the firm. He is a member of the Ocean City and Ocean Pines Chambers of Commerce, the American Institute of Certified Public Accounts and the Pennsylvania Institute of Certified Public Accountants.
Norm holds a FINRA series 66 securities license.
John M. Stern, Jr.
A graduate of Loyola University Maryland with a Bachelor of Science degree in Accounting, John is a Certified Public Accountant and a Personal Financial Specialist with over 40 years experience in accounting and taxation. With more than 30 years tenure with PKS & Co, PA and the firm's Managing Partner, John has extensive experience overseeing tax and financial planning for businesses and individuals. He is extremely active in the community as a member of the Salisbury Rotary and volunteers on the board of several local non-profit organizations including the Community Foundation. He is a member of the American Institute of Certified Public Accountants and Maryland Association of Certified Public Accountants.
John holds a FINRA series 65 securities license.
Michael C. Kleger
A graduate of Salisbury University with a Bachelor of Science degree in Business Administration, Mike is a Certified Public Accountant with more than 29 years of experience in accounting and taxation. A Salisbury, MD native, Mike is extremely active in the community and has served on the board of several local non-profit organizations. He is a partner at PKS & Co, PA and a member of the Maryland Association of Certified Public Accountants, the Delaware Society of Certified Public Accountants, the American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners.
Mike holds a FINRA series 65 securities license.
For more information or to request a consultation call 1-800-274-2564