Who We Are

Our Team

Partners

James M. Luffman

CPA/PFS, Partner

Jim is a principal of CPS Investment Advisors and joined the team in 1986. He began his…

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Peter C. Golotko

CPA/PFS, MBA, President

Peter is a Principal of CPS Investment Advisors and joined the firm in 1990. The mission…

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CPS Team

Anthony Corrao

CERTIFIED FINANCIAL PLANNER ™ Portfolio Analyst

Tony joined CPS Investment Advisors in 2010. He graduated in 2003 with a Bachelor of Science…

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Bethany Brown

Receptionist

Bethany joined CPS Investment Advisors in 2015. She graduated from the University of Texas at…

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Beth Patteson

CPA, Senior Accountant

Beth joined CPS Investment Advisors in 1996. The Lakeland native started her career as a CPA…

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Bob Herring

Director, Technical and Support Services

Bob joined CPS Investment Advisors in 2004. In addition to his skills in managing the computer…

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Christian Pecina

Staff Accountant

Christian joined CPS Investment Advisors as a Staff Accountant in 2016. He hails from Winter…

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Christopher Nichols

Infrastructure Engineer

Christopher joined CPS Investment Advisors in 2014. In his role as Infrastructure Engineer,…

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Derek Oxford

CERTIFIED FINANCIAL PLANNER ™ Portfolio Analyst

Derek joined CPS Investment Advisors in 2008. He graduated in 2004 with a Bachelor of Science…

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Esther Barnette

Executive Administrator

Esther joined CPS Investment Advisors in 1990. She is the Executive Administrator for the…

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Gary Clark

Consultant, Institutional Plans

Gary Clark joined CPS Investment Advisors as a consultant for Retirement Planning in 2007. Prior…

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Holly Kelley

CPA, Tax Manager

Holly joined CPS Investment Advisors in 2001 and is a licensed CPA. Her responsibilities…

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Hunter Hall

Office Assistant

Hunter joined CPS Investment Advisors in January of 2015. He assumes various roles around the…

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Jon Willard

Retirement Plan Administrator

Jon joined CPS Investment Advisors in 2013. Jon comes with an extensive accounting and client…

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Jennifer Smith

PORTFOLIO MANAGEMENT ASSISTANT

Jenny joined CPS Investment Advisors in 2015. She is responsible for Payroll & various HR…

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Kelly Cole

Administrative Assistant

Kelly joined CPS Investment Advisors in 2016. She is responsible for Administrative Assistant…

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K.C. Wilson

Portfolio Analyst

K.C. joined CPS investment Advisors in July 2016 He graduated Florida Southern College with a…

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Leighann Davis

CPA, Portfolio Analyst

Leighann joined CPS Investment Advisors in 2012. Her responsibilities include daily trading…

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Matthew Treskovich

CFP®, CMA, MBA, CLU, ChFC, FLMI, CPA, PFS Portfolio Analyst

Matthew joined CPS Investment Advisors in April of 2016. He comes to our firm with 18 years of…

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Michael Ehlenbeck

Retirement Plan Specialist

Michael joined CPS Investment Advisors in 2015 and serves as a Retirement Plan Specialist.   In…

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Michael A. Riskin

CPA/PFS, CFP®, MST, Corporate Officer, Financial Planning Specialist

Mike joined CPS Investment Advisors in 2009. He comes to our firm with more than 19 years of…

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Michael Scott

MBA, Portfolio Analyst

Michael joined CPS Investment Advisors in 2014. He graduated from Florida Southern College in…

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Nolen Bailey

CRPS®, ARPC, Director of Retirement Plan Services

Nolen joined CPS Investment Advisors in 2011. As the firm’s retirement plan specialist, Nolen…

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Pamela Greblick

Portfolio Management Assistant

Pamela joined CPS Investment Advisors in 2009. She processes the daily downloads from the…

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Penni Griner

Tax Department Administrator

Penni joined CPS Investment Advisors in 2013. She handles all the administrative duties for the…

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Robert Eckenroth

Financial Advisor

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

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Sharon Mort

Portfolio Management Supervisor

Sharon joined CPS Investment Advisors in 2007. As an administrative assistant, she establishes…

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Shaun Miller

Staff Accountant

Shaun joined CPS Investment Advisors in 2007. He graduated with a bachelor’s degree in…

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Sherrie Morgan

Director of Marketing & Public Relations

Sherrie joined CPS Investment Advisors in July of 2016. She comes to CPS with a strong…

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Sam Nolen

CPA, Tax Supervisor

Sam joined CPS Investment Advisors in 2016. The Lakeland Native graduated from Florida Southern…

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