Who We Are

Our Team

Partners

James M. Luffman

CPA/PFS, Partner

Jim joined CPS in 1986. Jim is a partner of the investment firm. He began his professional…

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Peter C. Golotko

CPA/PFS, MBA, President

Peter joined CPS in 1990. Peter is a partner of the investment firm. The mission statement of…

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Michael A. Riskin

CPA/PFS, CFP®, MST, Corporate Officer, Partner

Mike joined CPS in 2009. Mike is a partner of the investment firm. He comes to our firm…

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CPS Team

Anthony Corrao

CERTIFIED FINANCIAL PLANNER ™ Portfolio Analyst

Tony joined CPS in 2010. He graduated in 2003 with a Bachelor of Science degree in Finance from…

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Bethany Brown

Receptionist

Bethany joined CPS in 2015. She graduated from the University of Texas at Dallas in 2004 with a…

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Beth Patteson

CPA, Senior Accountant

Beth joined CPS in 1996. The Lakeland native started her career as a CPA with Chas P. Smith…

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Christian Pecina

Staff Accountant

Christian joined CPS in 2016. He transitioned over as a Portfolio Analyst in May of 2017 after…

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Derek Oxford

CERTIFIED FINANCIAL PLANNER ™ Portfolio Analyst

Derek joined CPS in 2008. He graduated in 2004 with a Bachelor of Science degree in Finance…

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Esther Barnette

Executive Administrator

Esther joined CPS in 1990. She is the Executive Administrator for the Partners of the firm and…

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Holly Kelley

Financial Planner, CPA

Holly joined CPS in 2001. Her responsibilities include personal financial planning and federal…

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Hunter Hall

Office Assistant

Hunter joined CPS in January of 2015. He assumes various roles around the office and is looking…

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Jon Willard

Retirement Plan Administrator

Jon joined CPS in 2013. Jon comes with an extensive accounting and client services experience.…

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Jennifer Smith

PORTFOLIO MANAGEMENT ASSISTANT

Jenny joined CPS  in 2015. She is responsible for Payroll & various HR duties, CPAlliance…

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Kelly Cole

Administrative Assistant

Kelly joined CPS in 2016. She is responsible for Administrative Assistant duties such as the…

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K.C. Wilson

Portfolio Analyst

K.C. joined CPS in 2016 He graduated Florida Southern College with a Bachelor of Science degree…

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Matthew Treskovich

CPA/PFS, CFP®, CMA, MBA, CLU, ChFC, FLMI Chief Investment Officer

Matthew joined CPS in 2016. Matt is the Chief Investment Officer of the investment firm. He…

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Michael Scott

MBA, Portfolio Analyst

Michael joined CPS in 2014. He graduated from Florida Southern College in 2014 with a…

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Nolen B. Bailey

CFP®, CRPS®, ARPC, Director of Retirement Plan Services

Nolen joined CPS in 2011. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, having…

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Pamela Greblick

Portfolio Management Assistant

Pamela joined CPS in 2009. She processes the daily downloads from the custodians and reconciles…

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Penni Griner

Tax Department Administrator

Penni joined CPS in 2013. She handles all the administrative duties for the Tax Department,…

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Rick Bernard

MBA, Financial Advisor

Rick joined CPS in 2017. Following a distinguished 33-year career in law enforcement with the…

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Robert Eckenroth

CPA, MBA, Financial Advisor

Bob joined CP in 2015. After serving in the Air Force, he earned his MBA from the University…

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Sharon Mort

Portfolio Management Supervisor

Sharon joined CPS in 2007. As a Portfolio Management Supervisor, she establishes all new…

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Shaun Miller

Staff Accountant

Shaun joined CPS in 2007. He graduated with a bachelor’s degree in biomedical engineering…

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Sherrie Morgan

Director of Marketing & Public Relations

Sherrie joined CPS in 2016. She comes to CPS with a strong television news background. She…

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