Colton joined PKS in 2018 and serves as an Associate Advisor. In this role he monitors portfolio management and cash balances, assists with employer retirement plan advising and handles his client’s wealth management and retirement planning needs.
Colton works closely with individuals and business owners to define their financial goals and fine-tune strategy in an efficient and sustainable way.
Colton holds a FINRA series 65 securities license and is a graduate of Salisbury University with a B.S. in Finance.
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.
Gigi G. LeKites
Gigi is a CERTIFIED FINANCIAL PLANNER™ Professional through the CFP Board of Standards, 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.
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.
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.