Who We Are

Our Team

Partners

James M. Luffman

CPA/PFS, 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

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, Corporate Officer, 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

CERTIFIED FINANCIAL PLANNER™

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

CERTIFIED FINANCIAL PLANNER ™ Portfolio Analyst

Derek M. Oxford, CFP®, is a CERTIFIED FINANCIAL PLANNER for CPS Investment Advisors. Derek is…

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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

Tax Manager, CPA

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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K.C. Wilson

Portfolio Analyst

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

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Kelly Cole

Administrative Assistant

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

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Kyle Goodwin

Tax Associate

Kyle joined CPS in 2018. He graduated from Florida Southern College in 2017 with a Bachelor’s…

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Lauren Watters

Tax Intern

Lauren’s duties include client bill pay, tax returns, invoices and other tax prep. She…

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Matthew Treskovich

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

Accountant

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

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Sterling Searcy

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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Taylor Bonnell

Tax Associate

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

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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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The Villages

Brian Nicolas

Executive Assistant

Brian Nicolas works in our Villages office. He moved to Florida in 2010 from Long Island after…

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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 Planner

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

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