Executive Leadership Team

Jerome Clement

President

Jerome is responsible for the management, growth and profitability of the corporation through the distribution of insurance and annuity products and services. Jerome was formally the head of Insurance, Annuities and Estate Planning at Fleet Bank and Bank of America where he grew the business from a $900 million dollar organization to a $3.4 billion dollar enterprise. Prior to that Jerome was a Vice President and Director at First Albany Corporation, John Hancock Financial, PIA, and The Equitable Financial Companies.

Jerome began his career as an officer and helicopter test pilot in the United States Army. Jerome earned his undergraduate degree from The University at Albany and his MBA from Florida Institute of Technology’s Nathan M. Bisk College of Business. Jerome has earned several prestigious industry designations including, Chartered Life underwriter (CLU)®, Chartered Financial Consultant (ChFC)®, Certified Professional Insurance Agent (CPIA)®, Commercial Lines Coverage Specialist (CLCS)® and the Life Underwriters Training Council Fellow (LUTCF)®. Jerome resides in Albany, New York with his wife and children.

Doug Keenholts

Vice President, Director of Operations

Doug brings with him to PKS Financial Services a diverse background in both Operations and Sales, which will serve him well as he is tasked with providing leadership to create the best possible experience for advisors selling fixed insurance and annuity products. Doug started his career in the Security Alarm Monitoring industry, running the acquisition department for a publicly traded company, helping to grow the business by 250% post-IPO. He moved onto managing Customer Service, Collections, and Account Management departments, providing services to more than 80,000 customers nationwide. After leaving the alarm industry, Doug transitioned to a career as a financial advisor with a Guardian general agency, providing comprehensive financial plans to his clients.

A lifelong resident of the Capital Region, Doug graduated from Rensselaer Polytechnic Institute with a BS in Management, with a concentration in Financial Systems. He also played 4 years of Varsity Baseball at RPI. Doug resides in East Greenbush with his wife Meghan, and three children Ellie, Saige, and Connor.

About PKS Financial

Privacy Policy

Protecting your privacy is very important to us. We are strongly committed to safeguarding the information you provide us and to use it responsibly. Because of our commitment to you, we have adopted and adhere to the following policy regarding the privacy of your personal information.

Collection of Information

We may collect nonpublic personal financial information about you from some or all of the following sources:

Information we receive from you on applications, new account forms, and fact-finding questionnaires.
Your transactions with us, our affiliates, and those product sponsors with whom we have vendor agreements or other arrangements for the provision of services to you.
Information we receive from non-affiliated third parties, including, but not limited to consumer reporting agencies.
Affiliated and unaffiliated product sponsors with whom we have selling relationships and whose products you own.

Disclosure of Information

We will not share nonpublic personal information concerning our potential, current, or former customers with affiliated or unaffiliated third parties, except as permitted by law. Nor will we share this information for marketing purposes, except as permitted by law.

Generally, we may disclose customer nonpublic personal information to affiliates and non-affiliated third parties that provide services to us or have contracts with us to supply the products or services that you have requested through us.

Examples of third parties with whom we may share your information include:

Insurance companies, mutual fund companies, insurance support organizations, and other product sponsors to effect purchases and sales and allow for the servicing of your account.
Your agent or broker/dealer;clearing agencies through whom we clear and settle securities transactions.
Third party investment advisory firms with whom we have relationships for the management of customer advisory accounts.
Businesses, like banks and other financial institutions with whom we have an agreement for the marketing and sale of products and services.
Regulatory or law-enforcement authorities.
Record keeping companies.

Where we share your nonpublic personal information with third parties for the purposes noted above, we ensure that there are contractual restrictions on their use and disclosure of that information.

Protection of Information

We have security practices and procedures in place to prevent unauthorized use or access to your nonpublic personal information. Within our corporation, your information is only available to those individuals requiring access to process or service your transactions with us, and those fulfilling compliance, legal or audit functions on our behalf. We maintain physical, electronic, and procedural safeguards to ensure the protection of your nonpublic personal information in accordance with state and federal privacy regulations.