Gigi is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor. As a partner with PKS, Gigi facilitates comprehensive retirement planning for all stages of life comprised of a prudent approach while remaining consistent with the needs, goals and recourses set forth by the client. A service-oriented person, Gigi is quick to respond to requests and takes the time to really understand her clients’ needs. With more than 20 years of industry experience, Gigi is regarded as both a leader and an invaluable resource to the entire PKS team.
Gigi and her husband Todd have two children and live in Bishopville. Outside of work Gigi enjoys spending time with her family, traveling (especially to Williamsburg), reading, and spending time on the water.
AREAS OF PRACTICE
- Asset Allocation and Portfolio Design
- Comprehensive Financial Planning
- Customized Investment Planning Strategies
- 401(k), 403(b) & 457 Plans & Rollovers
- Divorce Planning
- Inheritance & Estate Planning
- Insurance and Risk Management
- Long-term Care
- Retirement Income Planning
- Social Security Planning
- Tax Planning
PAST & PRESENT COMMUNITY SERVICE
- Atlantic General Hospital Foundation – Member, Major Gifts and Planning (Co-Chair)
- Atlantic General Hospital Foundation Board of Directors – Secretary
- United Way of Lower Eastern Shore – Planned Giving Committee, Women United
- Berlin Optimist Club – Member
