Working with the team at PKS Investment Advisors is described by many clients through a single word...."Unique." This description is born from those clients’ who have not only engaged PKS Investment Advisors for financial planning, but have taken the opportunity to employ the tax advisors in our affiliated firm, PKS & Co, PA to integrate their tax planning with their financial plans. We have experiences that this “dovetailing” of services helps provide an efficiency to a client’s overall financial picture.
CRFA, RFC, Partner of PKS Investment Advisors LLC
Matt is a Registered Financial Consultant (RFC) through the International Association of Financial Consultants and holds a Certified Retirement Financial Advisor (CRFA) designation as a charter member of the Society of Certified Retirement Financial Advisors. Matt is an advisor of PKS Investment Advisors specializing in Retirement Income Planning. Prior to joining PKS, Matt was the president of his own firm, Repass & Associates for fourteen years. Matt began his career in the financial services business in 1986 with New York Life Insurance Co and NYLife Securities. Matt holds FINRA series 6, 7, 22, 24, 63 & 65 licenses in addition to insurance licenses for life and health.
John M. Stern, Jr.
CPA/PFS, Member of PKS Investment Advisors LLC
A 1970 graduate of Loyola College with a Bachelor of Science degree in accounting. John has over 40 years experience in accounting and taxation. Twenty-five years as partner with PKS & Company, Certified Public Accounting, overseeing tax and financial planning for businesses and individuals . John started his career in Baltimore with Peat, Marwick, Mitchell & Co. (KPMG) working with both public and privately held companies. John has also owned and operated private industry businesses, all of which have been successfully sold. Over the past 25 years, John has gained extensive experience in financial planning with privately owned and family operated businesses. He volunteers on the Board of several local non-profit organizations including the Community Foundation, and he is a member of the Salisbury Rotary, the American Institute of Certified Public Accountants and Maryland Association of Certified Public Accountants.
Timothy A. Gonzales
AAMS®, CFP, Advisor of PKS Investment Advisors LLC
Tim is a Certified Financial Planner and Accredited Asset Management Specialist through the College for Financial Planning. As an Advisor for PKS Investment Advisors, Tim specializes in Investment Planning and Retirement Income Planning. Tim is pleased to be truly independent of any brokerage company, and maintains a fiduciary (legal) duty to his clients’ best interests. An active member of the community, Tim serves on the board for the Fruitland Chamber of Commerce, and on the board for Crimesolvers of the Lower Eastern Shore. Tim holds FINRA series 7, & 66 licenses in addition to insurance licenses for life and health.
Advisor of PKS Investment Advisors LLC
Gigi is a 1996 graduate of Salisbury University with a Bachelor of Arts degree in Economics. Since joining PKS Investment Advisors, she has gained experience in financial planning and portfolio management with a concentration in the 401(k) industry. As an advisor with PKS Investment Advisors, Gigi assists the advisors in investing and rebalancing portfolios, meeting clients’ service needs, and acting as a liaison for the advisors. Gigi holds a FINRA series 65 and insurance licenses in life and health.
Daniel M. O’Connell II
CPA/PFS, CVA, Partner, PKS Investment Advisors LLC
A graduate of Salisbury University, Dan has over 18 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.
He is a member of: the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, the Delaware Society of Certified Public Accountants, the National Association of Certified Valuation Analysts, the Institute of Business Appraisers, the Financial Planning Association and the Medical Group Managers Association.
CPA/PFS, Principal of PKS Investment Advisors LLC
Winn is a Certified Public Accountant (CPA) and an accredited Personal Financial Specialist (PFS) through the American Institute of CPAs (AICPA). He holds a Bachelors of Science degree in Business Administration from the University of Maryland.
Winn is a principal and one of the founders of PKS Investment Advisors LLC. Prior to forming PKS Investment Advisors, he was responsible for estate and financial planning for PKS & Company. Prior to returning to the Eastern Shore, Winn was a partner in the firm of Ernst & Whinney (now Ernst & Young) where he served as the national director of bank taxation services.