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…
Peter C Golotko | CPA/PFS, MBA
President | Chief Executive Officer | Partner
Peter has dedicated his career to helping people achieve financial independence, helping businesses…
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…
Nolen B Bailey | CFP®, CRPS®, ARPC
Vice President | Director of Retirement Plan Services | Partner
Nolen is a native Floridian, who is forever charmed by the Sunshine State, but he also loves to…
CPS Team
Anthony Corrao | CFP®
Financial Advisor
Tony is a Brooklyn native, a graduate of Florida State University, a championship bowler, husband…
Barbara Gracy
Accountant
Barbara Gracy is a Staff Accountant and also provides QuickBooks assistance and training. Barb…
Beth Patteson | CPA
Senior Tax Accountant
Beth Patteson is a Lakeland native and loves the community settled in this beautiful city. She is…
Bethany Brown
Executive Assistant
When Bethany isn’t spending time with parents and her miniature poodle, J.B., she’s cruising to…
Catherine Kirkland
Portfolio Analyst Assistant
Catherine Kirkland has lived in central Florida her whole life and enjoys boating, the beach, and…
Derek M Oxford | CFP®️, AEP®️
Financial Advisor
Derek is a CERTIFIED FINANCIAL PLANNER™ and ACCREDITED ESTATE PLANNER® and has been with the…
Esther Barnette
Executive Administrator
Esther joined CPS Investment Advisors after moving to Lakeland from Dade City, Florida, where she…
Hunter Hall
Office Assistant
Growing up in Lakeland, Florida, Hunter Hall is a high school graduate from McKeel Academy and a…
James Robinett | CPA
Tax Manager
James relocated to Florida in 2014, moving from Arizona, which had been his home and birthplace.…
Jennifer Smith
Portfolio Management Assistant
Jenny joined CPS in 2015 She is responsible for payroll & various human resource duties…
Jon Willard
Retirement Plan Administrator
Jon, the last of ten children, learned at a young age the art of listening. His ability to…
KC Wilson
Portfolio Analyst
During the week, KC is well suited and making trades at CPS Investment Advisors, but during his…
Kelly Cole
Portfolio Management Assistant
Kelly grew up in Northern Illinois before moving to the Polk County area in 1995. She is a mother…
Matthew Treskovich | CPA/PFS, CITP, CMA, CFP®, AEP®, MBA, CLU, ChFC, FLMI
Chief Investment Officer
As the Chief Investment Officer, Matt Treskovich leads both the CPS Investment Committee and…
Michael Scott | MBA, CFA
Senior Portfolio Analyst
Meet Michael Scott. And yes, he has seen The Office. Not only is Michael a senior portfolio…
Pamela Greblick
Portfolio Management Assistant
Raised in upstate New York, Pamela decided to take a break from frigid winters and shoveling snow…
Alex Bethune
Retirement Plan Specialist
Alex is a native Floridian, born and raised in Naples, FL as a 3rd generation (tree trimming)…
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…
Rick Bernard | MBA
Financial Advisor
Rick Bernard was born in Lakeland and was raised in a working class family where his parents…
Robert Eckenroth | CPA, MBA
Financial Advisor
Bob is from Lancaster, Pennsylvania, home of the Amish, and after graduating with a degree in…
Sharon Mort
Portfolio Management Assistant
Being a lifelong Lakeland native, Sharon Mort is a high school graduate from Lakeland Senior High…
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…
Sterling Searcy | CPA
Senior Tax Advisor
Originally from Vero Beach Florida, and spending most summers in the Florida Keys, Sterling is a…
Tamara Fales
Retirement Plan Specialist
Coming from a military family, able to trace its service back at least five generations, Tamara…
Tracie Casey
Portfolio Management Assistant
Tracie Casey joined CPS in July of 2019. Her primary responsibilities are to assist four…
Patrick Gauthier | CFP®️, MSAPM
Portfolio Analyst
Patrick is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of financial planning experience.…
Miranda J Gallucci
Tax Associate
Miranda Gallucci is a Lakeland native, born into a large family that all live in central Florida.…
Gary E Clark
Financial Advisor
Commissioned in 1967 through Air Force ROTC from Kansas State University, Colonel Clark served in…
Taylor Bonnell
Tax Associate
Taylor Bonnell is a Tax Associate and prepares fiduciary, business and individual tax returns. She…
CPAlliance
Shawn J McCabe | MBA, CFP®
CPAlliance Director
After serving 6 years of active military service and completing a combat tour in Afghanistan, Shawn…
The Villages
Tom Gruber | CPA/PFS
Financial Advisor
Originally from a farm in central Pennsylvania, Tom is a graduate of Penn State University and…