PKS Investment Advisors LLC, is pleased to announce that Gigi G. LeKites, CFP®, CRPC®, has been admitted as a partner with the firm. Her admission is a direct result of her continued commitment to client service, business acumen and technical proficiency.
Dan O’Connell, managing partner of PKS, is proud to have Gigi join the partner team. “It’s a privilege to recognize Gigi on this important and well-deserved career milestone. She’s an invaluable member of our firm, consistently providing exceptional service to our clients and sharing her knowledge and experience with our team. We look forward to continuing to work with Gigi as she takes on these expanded leadership roles at the Firm.”
With more than 20 years of professional experience, 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 recourses set forth by the client. In addition, Gigi specializes in 401(k) planning for businesses to ensure companies offer the most appropriate retirement plans for their employees. She holds a FINRA series 65 securities license and insurance licenses in life and health.
Gigi is active in the community serving on the AGH Foundation and the United Way of the Lower Eastern Shore’s Women United Committee. She resides in Bishopville with her husband Todd and has two children, Coleen and Sam.
About PKS Investment Advisors LLC
PKS is a full-service investment firm with offices in Salisbury, Ocean City and Lewes that provides financial planning, retirement incoming planning, investment planning, employer retirement plans and tax management through PKS & Company, P.A.
