Employees

Matthew Treskovich | CPA/PFS, CITP, CMA, CFP®, AEP®, MBA, CLU, ChFC, FLMI

Chief Investment Officer

Matt Treskovich is a CPA licensed in Florida and holds the AICPA’s Personal Financial Specialist and Certified Information Technology Professional designations. Matt is also a Certified Financial Planner and a Certified Management Accountant.

Matt leads the investment committee and supervises the portfolio trading team at CPS. He also provides financial planning to individuals, businesses, and non-for-profit organizations.

He has received Standing Ovation awards from the AICPA for exemplary professional achievement in personal financial planning services and information management and technology assurance.