Who We Are

Our Team

Partners

James M Luffman | CPA/PFS

Vice President | Chief Financial Officer | Partner

Jim Luffman has a passion for helping people and businesses avoid common financial mistakes. His…

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Peter C Golotko | CPA/PFS, MBA

President | Chief Executive Officer | Partner

Peter has dedicated his career to helping people achieve financial independence, helping businesses…

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Michael A Riskin | CPA/PFS, CFP®, MST

Vice President | Treasurer | Partner

Since 1896, when Michael’s Great Grandfather became the first Jewish settler in Miami, Michael…

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CPS Team

Anthony Corrao | CFP®

Financial Advisor

Tony is a Brooklyn native, a graduate of Florida State University, a championship bowler, husband…

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Barbara Gracy

Accountant

Barbara Gracy is a Staff Accountant and also provides QuickBooks assistance and training. Barb…

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Beth Patteson | CPA

Senior Tax Accountant

Beth Patteson is a Lakeland native and loves the community settled in this beautiful city. She is…

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Bethany Brown

Executive Assistant

When Bethany isn’t spending time with parents and her miniature poodle, J.B., she’s cruising to…

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Catherine Kirkland

Portfolio Analyst Assistant

Catherine Kirkland has lived in central Florida her whole life and enjoys boating, the beach, and…

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Derek M Oxford | CFP®️, AEP®️

Financial Advisor

Derek is a CERTIFIED FINANCIAL PLANNER™ and ACCREDITED ESTATE PLANNER® and has been with the…

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Esther Barnette

Executive Administrator

Esther Barnette is the Executive Administrator for the principals of the firm and project manager.…

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Hunter Hall

Office Assistant

Growing up in Lakeland, Florida, Hunter Hall is a high school graduate from McKeel Academy and a…

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James Robinett | CPA

Tax Manager

James Robinett is a licensed CPA and brings more than 25 years of experience in tax, accounting and…

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Jennifer Smith

Portfolio Management Assistant

Jenny joined CPS in 2015 She is responsible for payroll & various human resource duties…

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Jon Willard

Retirement Plan Administrator

Jon, the last of ten children, learned at a young age the art of listening. His ability to…

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KC Wilson

Portfolio Analyst

During the week, KC is well suited and making trades at CPS Investment Advisors, but during his…

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Kelly Cole

Portfolio Management Assistant

Kelly grew up in Northern Illinois before moving to the Polk County area in 1995. She is a mother…

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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…

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Michael Scott | MBA, CFA

Senior Portfolio Analyst

Meet Michael Scott. And yes, he has seen The Office. Not only is Michael a senior portfolio…

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Nolen B Bailey | CFP®, CRPS®, ARPC

Director of Retirement Plan Services

Nolen is a native Floridian, who is forever charmed by the Sunshine State, but he also loves to…

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Pamela Greblick

Portfolio Management Assistant

Raised in upstate New York, Pamela decided to take a break from frigid winters and shoveling snow…

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Penni Griner

Tax Department Administrator

Penni was born in NY and moved to Florida with her daughter in 1991 to be near her parents. When…

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Rick Bernard | MBA

Financial Advisor

Rick Bernard was born in Lakeland and was raised in a working class family where his parents…

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Robert Eckenroth | CPA, MBA

Financial Advisor

Bob is from Lancaster, Pennsylvania, home of the Amish, and after graduating with a degree in…

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Sharon Mort

Portfolio Management Assistant

Sharon Mort establishes all new accounts, handles account maintenance, initiates transfer of…

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Shaun Miller | CPA, CFP®, MAcc

Tax Supervisor

Shaun is practically a native Lakelander since his family moved to Lakeland before he was 1. He has…

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Sterling Searcy | CPA

Senior Tax Advisor

Originally from Vero Beach Florida, and spending most summers in the Florida Keys, Sterling is a…

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Tamara Fales

Retirement Plan Specialist

Coming from a military family, able to trace its service back at least five generations, Tamara…

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Tracie Casey

Portfolio Management Assistant

Tracie Casey joined CPS in July of 2019. Her primary responsibilities are to assist four…

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Erica M Lupercio

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Patrick Gauthier | CFP®️, MSAPM

Portfolio Analyst

Patrick is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of financial planning experience.…

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Miranda J Gallucci

Tax Associate

Miranda Gallucci is a Lakeland native, born into a large family that all live in central Florida.…

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Gary E Clark

Financial Advisor

Commissioned in 1967 through Air Force ROTC from Kansas State University, Colonel Clark served in…

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Taylor Bonnell

Tax Associate

Taylor Bonnell is a Tax Associate and prepares fiduciary, business and individual tax returns. She…

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CPAlliance

Shawn J McCabe | MBA, CFP®

CPAlliance Director

After serving 6 years of active military service and completing a combat tour in Afghanistan, Shawn…

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The Villages

Sue Spagnola

Executive Assistant

Growing up on a farm in a small town in upstate New York, Sue learned some great life lessons:…

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Tom Gruber | CPA/PFS

Financial Advisor

Originally from a farm in central Pennsylvania, Tom is a graduate of Penn State University and…

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