We are open during the pandemic, and actively serving you safely via video conferencing software.

Our Team


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Paul C. MacDonald

CLU, ChFC, ChFEBCSM, EA
President & Founder

Paul C. MacDonald is the owner & President of PGI Financial Services, Inc.  He has been helping investors protect their assets and invest wisely for over 24 years.  Protection, Growth and Income = Financial Peace of Mind.  His sound, conservative advice and tax-saving strategies have helped hundreds of people just like you to grow and protect their retirement assets and ensure their money lasts a lifetime.  Mr. MacDonald is a retired U.S. Navy officer and he holds the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, Enrolled Agent, and Chartered Federal Employee Benefits ConsultantSM.

Paul is an avid runner, having completed marathons in 49 states and Washington, DC, with a goal of completing one in all 50 states.  He has been married to his wife Connie for over 30 years, is a father of two daughters, Ally and Brittany, who recently gave birth to his first grandchild, Sahara Jo.



(843) 284-0370 | pmacdonald@moneyconcepts.com                                                                                                                                             

                                   

Carissa Elrick

Financial Advisor

Carissa Elrick is our newest edition to PGI Financial Services, Inc.  She comes over from Edward Jones, where she had been working with individuals and families as a Financial Advisor in the Charleston area for over three years.  Carissa was born and raised in Vermont, where she lived until she graduated from the University of Vermont with a Bachelor’s degree in Economics.  She spent much of her free time hiking in the Green Mountains and right across the New York border in the Adirondacks.  After graduating, she moved to St. Louis for six months for an extensive Financial Advisor Career Development Program, and then to Charleston in early 2018.  Soon after, she adopted her dog Beau, a yellow lab who has come to enjoy spending weekends in the mountains just as much as she does.

(843) 284-0370 | celrick@moneyconcepts.com


Elizabeth Stender
Elizabeth Stender

Director of Operations

Elizabeth is a native Charlestonian. She loves to sail and treasures times with family and friends on the water. She is an avid reader who also writes and paints scenes of her beloved lowcountry. She is thrilled to work for PGI Financial Services because she can engage with clients in a meaningful way that will impact their futures.

(843) 284-0370 | egstender@moneyconcepts.com

Elizabeth Stender
Tiffany Plestis

Office Manager

In the beauty and wellness industry, Tiffany offers a unique background that combines corporate process and procedure with boutique nuance. With a fashion degree from FIT, Tiffany began her career in retail, which allowed her to understand the importance of the customer experience and service deliverables. Making her way from New York to Hawaii, Tiffany coupled her retail knowledge with hospitality and spa, where she further developed her skills for managing teams and departments within the luxury space. After launching The Estuary Spa and The Water Room, plus a career portfolio with Hyatt, Michael Kors and Coach, the opportunity to work with PGI Financial Services was a natural next step.

(843) 284-0370 | pgifinancialservices@gmail.com

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Ashlee Gramke

Virtual Assistant

Ashlee was born and raised in Wichita, KS and has four daughters ranging from 1 year old to 16 years old. She enjoys reading, spending time with her family, cooking, coaching volleyball, and playing/watching sports! Ashlee joined the firm in January 2019 and is looking forward to assisting with your financial needs.

(316) 573-7725 | agramke@moneyconcepts.com

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Janelle Solomon

Event Manager

Janelle is a South Carolina native and has enjoyed living in Charleston for the past 5 years.  She is a graduate of USC and is passionate about holistic health and wellness.  She is a certified Yoga Instructor and a Certified Thermography Technician.  Janelle joined the firm in July 2018 and is enjoying learning about financial services and providing excellent client service.

(843) 284-0370 | jsolomon@moneyconcepts.com

Clint and Christy Hulsey
Clint and Christy Hulsey

Tax Director and Accounting Director

Both Clinton and Christy have Bachelor’s degrees in Accounting from Kennesaw State University, located outside of Atlanta, Georgia. Together they have 30 plus years of experience in accounting and taxes. Clinton Hulsey is Tax Director and Christy Hulsey is Accounting Director. Together, they provide tax advice and tax return preparation services as well as monthly, quarterly, and yearly accounting services for small businesses and individuals. Additionally, they help clients establish businesses with an individualized approach for each client. In their spare time, they enjoy spending time with their family and friends. Alongside their daughters, they enjoy playing and watching tennis and cheering on Clemson Tiger Football!

(843) 593-9311 | clint@atlanticcoasttax.com | christy@atlanticcoasttax.com