Who We Are

Our Team


James M. Luffman

CPA/PFS, Partner

Jim joined CPS in 1986. He has a passion for helping people and businesses avoid common…

Full Bio

Peter C. Golotko

CPA/PFS, MBA, President

Peter joined CPS in 1990. He has dedicated his career to helping people achieve financial…

Full Bio

Michael A. Riskin

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

Mike joined CPS in 2009. He believes strongly in the power of financial planning to change…

Full Bio

CPS Team

Anthony Corrao


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

Full Bio

Barbara Gracy


Barbara joined CPS in 2017. She graduated from Florida Southern College with a Bachelor of Arts…

Full Bio

Bethany Brown

Executive Assistant

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

Full Bio

Beth Patteson

CPA, Senior Accountant

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

Full Bio

Hunter Hall

Office Assistant

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

Full Bio

Derek Oxford


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

Full Bio

Esther Barnette

Executive Administrator

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

Full Bio

James Robinett

Tax Manager, CPA

James joined CPS in 2017. He is a licensed CPA and has more than 25 years of experience in tax,…

Full Bio

Jon Willard

Retirement Plan Administrator

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

Full Bio

Jennifer Smith


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

Full Bio

Kelly Cole

Administrative Assistant

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

Full Bio

K.C. Wilson

Portfolio Analyst

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

Full Bio

Matthew Treskovich

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

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

Full Bio

Michael Scott

MBA, Senior Portfolio Analyst

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

Full Bio

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…

Full Bio

Pamela Greblick

Portfolio Management Assistant

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

Full Bio

Penni Griner

Tax Department Administrator

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

Full Bio

Rick Bernard

MBA, Financial Advisor

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

Full Bio

Robert Eckenroth

CPA, MBA, Financial Advisor

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

Full Bio

Sharon Mort

Portfolio Management Supervisor

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

Full Bio

Shaun Miller


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

Full Bio

Tom Gruber

CPA/PFS Financial Planner

Tom joined CPS in 2018 He has a passion for helping clients connect the dots through financial…

Full Bio