Who We Are

Our Team

Partners

James M Luffman | CPA/PFS

Vice President | Chief Financial Officer | Partner

Jim Luffman is a Vice President and an owner of CPS Investment Advisors. He also serves as Chairman…

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Peter C Golotko | CPA/PFS, MBA

President | Chief Executive Officer | Partner

Peter Golotko is the President and majority owner of CPS Investment Advisors and also serves as the…

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Michael A Riskin | CPA/PFS, CFP®, MST

Vice President | Treasurer | Partner

Michael Riskin is a Vice President and an owner of CPS Investment Advisors and also serves as the…

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CPS Team

Anthony Corrao | CFP®

Financial Advisor

Tony Corrao’s current duties include providing insight to the investment committee, monitoring…

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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 Accountant

Beth Patteson started her career as a CPA with Chas P. Smith & Associates, PA. After an…

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Bethany Brown

Executive Assistant

Bethany joined CPS in 2015. Her primary job duties are greeting clients, scheduling and…

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Catherine Kirkland

Portfolio Analyst Assistant

Catherine Kirkland assists the trading team with account analysis, stock analysis, and other…

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Derek Oxford | CFP®

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ , Derek is responsible for building relationships with current…

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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

Hunter Hall takes on various roles around the office. He’s looking to expand his knowledge in…

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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

When it comes to retirement planning, Jon Willard is very knowledgeable! He brings extensive…

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KC Wilson

Portfolio Analyst

K.C. Wilson has obtained his Series 65 license as a Registered Investment Advisor…

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Kelly Cole

Administrative Assistant

Kelly Cole is responsible for Administrative Assistant duties including the daily…

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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

Michael Scott has obtained his Series 65 license as a Registered Investment Advisor Representative…

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Nolen B Bailey | CFP®, CRPS®, ARPC

Director of Retirement Plan Services

Nolen Bailey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, having completed extensive…

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Pamela Greblick

Portfolio Management Assistant

Pamela Greblick processes the daily downloads from the custodians and reconciles all client…

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Penni Griner

Tax Department Administrator

Penni Griner handles all the administrative duties for the tax department, including processing tax…

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Rick Bernard | MBA

Financial Advisor

Following a distinguished 33-year career in law enforcement with the Polk County Sheriff’s…

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Robert Eckenroth | CPA, MBA

Financial Advisor

Bob Eckenroth helps clients with financial planning. After serving in the Air Force, he earned…

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Sharon Mort

Portfolio Management Supervisor

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

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Shaun Miller | CPA, CFP®, MAcc

Tax Supervisor

Shaun Miller works in accounting and spends countless hours preparing tax returns and handling…

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Sterling Searcy | CPA

Senior Tax Advisor

As a licensed CPA, Sterling understand the complexities of the tax code and can make informed…

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Tamara Fales

Retirement Plan Specialist

Tamara started with CPS Investment Advisors in November of 2018 after spending 8 years with USAA,…

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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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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

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The Villages

Sue Spagnola

Executive Assistant

Sue Spagnola works as an Executive Assistant part time at the Villages office where she provides…

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Tom Gruber | CPA/PFS

Financial Advisor

Tom Gruber is a financial planner in our new office in The Villages, FL. As a fiduciary advisor, he…

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