Partners
Chas P. Smith
Founding Partner
chas@cpalliance.com
James M. Luffman
Partner
jim@cpalliance.com
Peter C. Golotko
Partner
peter@cpalliance.com
Trading Department
Tony Corrao
Portfolio Trader
Tony@CPAlliance.com
Derek Oxford
Portfolio Trader
Derek@CPAlliance.com
Portfolio Management
Esther A. Barnette
Portfolio Management Supervisor
estherb@cpalliance.com
Pamela K. Greblick
Portfolio Management Assistant
pamela@cpalliance.com
Sharon Mort
Portfolio Management Assistant
sharon@cpalliance.com
Della Parker
Portfolio Management Assistant
della@cpalliance.com
401(k) Pension Plans
Gary E. Clark
Director, Institutional Plans
gary@cpalliance.com
Bryan Mau
Regional Director of Retirement Plan Services
BMau@CPAlliance.com
Michael L. Lawton
Financial Advisor
MLawton@CPAlliance.com
Tax Department
Michael A. Riskin
Tax Department Manager
MRiskin@CPAlliance.com
Holly D. Kelley, CPA
Senior Tax Accountant
holly@cpalliance.com
TyAnn Baity
Staff Accountant
tyann@cpalliance.com
Jorge Rivera
Staff Accountant
jorge@cpalliance.com
Shaun Miller
Client Accounting Junior
shaun@cpalliance.com
Janell Repsher
Tax Administrative Assistant
janell@cpalliance.com
Insurance
James M. Luffman
Partner
jim@cpalliance.com
Operations
Bob Herring
Director, Technical and Support Services
bherring@cpalliance.com
Barbara LaLonde
Receptionist
barbara@cpalliance.com