Executive Management

Our Department Managers in operations, compliance, supervision and deployment average over 10 years of industry experience. These individuals understand that our Registered Representatives and their clients are the main priority at PKS. Our commitment to service is unwavering and our management teams’ experience is an invaluable asset to prospective registered representatives, independent advisers thinking about joining our platform on a dually-licensed basis and most importantly, to end clients who deserve the highest attention to detail in any and all communication with PKS. Our management team is “committed to excellence” in everything they do.

Jerome Clement

President of PKS Financial Services, Inc.

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.

Robert Bush Jr.

Vice President, Insurance and Annuities

Robert brings to PKS Financial Services more than 35 years of experience in the financial services industry.  Starting at Paine Webber in 1983, Robert earned his securities licenses as a retail broker. In the early 90’s, he moved to the institutional side of the industry working as a Regional Vice President with Bank of America.  His focus was on wealth accumulation strategies in the bank and independent BD community. Robert spearheaded a joint initiative with Prudential Securities to create sales modules for their west coast training facility.  These modules improved efficiencies that resulted in an immediate sales volume increase.

In the late 90’s, Robert joined John Hancock Financial Services.  He was responsible for the development of the bank and institutional distribution channels in the Western US, acquiring and fostering partnerships with Robertson Steven, CUSO Financial Services, and CalFed Bank. In a short time, he grew sales from $1 million to over $100 million earning him John Hancock’s Divisional Vice President Award in 2002.

After representing annuities and insurance for Allianz and John Hancock as a Regional Vice President, Robert formed his own Marketing and Consulting firm in 2010.  The firm specialized in Risk Management solutions, Retirement Income and Legacy Planning, as well as coaching and mentoring independent advisers and agents. Robert built multiple distribution hubs representing major life insurance carriers and created relationships with Raymond James, Stifel Nicholas, UBS, and many smaller regional BD and RIA firms.

Robert holds a Bachelor of Science degree in Finance from San Diego State University, Fowler College of Business. Robert, his wife, and two daughters are longtime residents of Orange County, California.

Jeremy R. Ward

Director of Business Development

Jeremy comes to us with 17 years of experience in the financial industry. He is responsible for the day to day operations of PKSF through the distribution of insurance and annuity products as well as actively maintaining our high service standards. Jeremy began his career in 2002 with Independent Financial Marketing Group and Quick & Reilley in upstate New York. Over the following years in the industry, Jeremy has gained valuable experience in many facets of the industry, including operations, institutional sales and insurance. His leadership with independent markets has provided guidance, insight, and creating effective strategies that are focused on helping advisors with the resources they require to help them achieve their goals. Jeremy participated in the on boarding of over 1,000 registered reps across approximately 400 branches over his tenure at PKS. Jeremy is an active member of his community through various arts organizations and charities.