Experience

CFS: Comprehensive Financial Solutions
• United States
• Financial Services
• 1 - 100 Employee
• CERTIFIED FINANCIAL PLANNER™

  • Jan 2022 - Present


PKS Investment Advisors, LLC

• Financial Services

• Manager & Chief Compliance Officer

  • Nov 2012 - Jan 2022

  PKS Investment Advisors LLC is an Independent Financial Planning and Registered Investment Advisor firm located on the Lower Eastern Shore of Maryland and Delaware, specializing in helping people transition into retirement, managing retirement and investment plans for individuals, qualified retirement plans, trusts, non-profit organizations, and small businesses. Affiliated with the Certified Public Accounting firm, PKS & Company, P.A., this unique pairing offers our clients a single, comprehensive, and all-encompassing source for Financial Services and Advice. ---------------------------------------------------------------------------------------------------------------------------------- PKS Investment Advisors, LLC is a registered investment adviser with its principal place of business in the State of Maryland. The material on this social media site is intended for general information purposes only and should not be construed by any consumer and/or prospective client as PKS Investment Advisors'​ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Please see full text of disclosures on our main website for additional information. ——- Link to disclosures page: http://www.pksadvisors.com Show less


Delmarva Investment Services
• Financial Advisor

  • 2009 - 2012

AG Edwards/Wachovia/ Wells Fargo Advisors
• Financial Advisor

  • 2005 - 2009