PKS

06/07/2026

Please join us in congratulating Gavin Weeks on earning his Bachelor of Science in Accounting from Salisbury University with a minor in Information Systems.

Gavin has been a valued member of our team as an intern, and we are pleased that he will continue working with PKS as he pursues his MBA at Salisbury University this fall. His dedication to both his professional experience and continued education speaks to his strong drive and focus, and we are excited to support him in this next phase.

06/06/2026

Many cases of occupational fraud start with small behavioral changes that are easy to miss.

With the right tools—and the right policies—businesses can better identify unusual patterns before they become costly problems.

Here’s a closer look at how behavioral analytics fits into a strong fraud risk management strategy.

Occupational fraud often starts with an employee's small behavioral change. For example, a salesperson might suddenly download an unusually large amount of customer data. Or an accounting staffer might access vendor records outside of normal working hours. Behavioral analytics help detect such anoma...

06/04/2026

Please join us in congratulating Ben Poindexter on his recent graduation from Salisbury University, where he earned his Bachelor of Science in Accounting.

Ben has been a valued member of our team as an Intern, and we are excited to share that he will be joining PKS full-time this August as a Staff Accountant. His hard work and dedication during his time with us have made a strong impression, and we look forward to seeing all he accomplishes in this next chapter.

05/31/2026

This week we celebrated a very special milestone at PKS—honoring Carla Chesser as she retires after nearly 25 years with the firm.

Since her start on October 1, 2001, Carla has been a constant, trusted presence on our team. Her dedication, hard work, and unwavering commitment to exceptional service have made a lasting impact on both our clients and colleagues. Whether it meant coming in on holidays or braving snow days—sometimes even working alone in the office—Carla consistently went above and beyond to ensure we met client deadlines.

We are truly grateful for her years of service and the many contributions she has made along the way.

Please join us in thanking Carla for her nearly 25 years with PKS and wishing her all the best as she begins this exciting new chapter. Congratulations on your well-earned retirement!

05/31/2026

Today is the last day to vote in Coastal Style’s Best Of 2026!

05/29/2026

Last week, our team was proud to volunteer with Junior Achievement of the Eastern Shore, assisting local students as they stepped into real-world financial roles during the BizTown simulation.

It was a fun and rewarding experience—and a great reminder of the importance of financial education at an early age.

We’re grateful to support programs that make such a meaningful impact in our community.

05/25/2026

Home of the free, because of the brave.

05/23/2026

We’re incredibly grateful to share that PKS & Company, P.A. and PKS Investment Advisors LLC have been named Coastal Style Best Of 2026 finalists across multiple categories in Sussex, Wicomico, and Worcester Counties!

Thank you to everyone who took the time to nominate us—your support means so much to our entire team.

We’re especially proud to recognize:

• Dan O’Connell – Best Accountant (Sussex County)
• Ashley Stern – Best Accountant (Wicomico County)
• Gigi LeKites – Best Financial Advisor (Sussex County)
• Colton Hastings – Best Financial Advisor (Wicomico County)

and our firm being named a finalist for:
• Best Accounting Firm (Wicomico County)
• Best Financial Investment Firm (Wicomico County)

Being included alongside so many outstanding businesses in our community is truly an honor.

If you’d like to participate in the final voting, you can do so here:
https://coastalstylemag.com/best-of-2026/

Voting is open through May 31. Thank you again for your continued support—it means everything to our team.

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation of the adviser. Please see the Coastal Style FAQ for more information regarding this nomination process https://coastalstylemag.com/best-of-2026-faq

05/21/2026

We’re grateful for a beautiful day and a great turnout at our beach clean-up at Savannah Beach in Lewes last weekend.

Along the way, several beachgoers stopped to thank our group—an encouraging reminder that even small efforts can make a meaningful difference in our community.

05/13/2026

⭐️⭐️⭐️⭐️⭐️ We’re incredibly grateful for kind words like these. At PKS, we strive to build lasting relationships through knowledge, responsiveness, dependability, and genuine care for the people we serve.

This review is a reflection of the trust our clients place in us and the culture we work hard to create every day — one rooted in teamwork, excellence, and a commitment to going above and beyond.

We’re extremely proud of James and the entire PKS team! 👏