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Our Team

The CPS team is comprised of individuals with strong financial planning backgrounds, including advanced degrees in accounting, taxation, business, finance, and economics. Your team will include a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), a certified public accountant (CPA), Accredited Estate Planner® and a Personal Financial Specialist™.

PARTNERS

Peter C. Golotko

Peter C. Golotko

CPA/PFS, MBA

President
Chief Executive Officer
Partner

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Michael A. Riskin

Michael A. Riskin

CPA/PFS, CFP®, MST

Vice President
Treasurer
Partner

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Nolen B. Bailey

Nolen B. Bailey

CFP®, CRPS®, ARPC

Vice President
Director of Retirement Plan Services
Partner

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Anthony M. Corrao

Anthony M. Corrao

CFP®

Financial Planning Director
PARTNER

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Erica M. Lupercio CPS Partner

Erica M. Lupercio

BRAND Director
PARTNER

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FINANCIAL ADVISORS

Richard D. Bernard

Richard D. Bernard

MBA, CFP®

Financial Advisor
Government Pensions

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Robert M. Eckenroth

Robert M. Eckenroth

CPA, MBA

Financial Advisor

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James M. Luffman

James M. Luffman

CPA/PFS

Financial Advisor

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Derek M. Oxford

CFP®, AEP®

Financial Advisor

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BUSINESS 401(k)

Tamara L. Jemison

Tamara L. Jemison

Retirement Plan Specialist
Financial Advisor

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Richard A. Widick

Richard A. Widick

MBA

FINANCIAL ADVISOR

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Nicole M. Gonzalez

Nicole M. Gonzalez

Retirement Plan Administrator

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Jon E. Willard

Jonathan E. Willard

Retirement Plan Administrator

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Beth M. English

Beth M. English

QKA®

Senior Retirement Plan Compliance Specialist

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Khrysta M. Mensing

Khrysta M. Mensing

MAcc

Retirement Plan Compliance Specialist

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Kiley N. Burress

Kiley N. Burress

Retirement Plan Compliance Specialist

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ANALYSTS

Patrick E. Gauthier

CFP®, MSAPM

Chief Investment Officer

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K.C. Wilson

Senior Portfolio Analyst

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Samuel Camilo

Samuel Camilo

Portfolio Analyst

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Dalton C. Brooks

Portfolio Analyst

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Chris P. Kalogianis

Portfolio Analyst

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ADMINISTRATORS

Esther A. Barnette

Esther A. Barnette

Executive Administrator

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Isabel Batista

New Accounts Administrator

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Bethany M. Brown

Bethany M. Brown

Executive Assistant

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Susan A. Dworkis

Administrative Assistant

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Alani Fletcher

Alani L. Fletcher

Office Administrative Assistant

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Eliana F. LaRose

Eliana F. LaRose

Cashiering Assistant

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Sharon R. Mort

Sharon R. Mort

New Accounts Manager

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Stephanie L. Kimbrough

Stephanie L. Odro

Executive Administrator

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Dana M. Reed

Administrative Assistant

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Edrien C. Perez

Edrien M. Schjang

Cashiering Assistant

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Jennifer Smith

Cashiering Manager

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Susan K. Starr

Susan K. Starr

SPHR, SHRM-SCP

Human Resources Manager

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TAX & ACCOUNTING DIRECTORS & PARTNERS

TAX & ACCOUNTING PROFESSIONALS

Nancy M. Noe

CPA, MAcc

Senior Tax Manager

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James R. Robinett

CPA

Senior Tax Manager

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Jeffrey H. Green

Jeffrey H. Green

CPA, MAA

TAX MANAGER

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Aeman R. Gromotowicz

Senior Tax Accountant

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Hayley A. Fudge

Tax Accountant

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Zubaida S. Salman

MAcc

Tax Accountant

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TAX & ACCOUNTING ADMINISTRATORS

Shadina R. Diehl

Tax Administrative Assistant

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Penni J. Griner

Tax Administrative Assistant

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Teresa L. Mercer

Tax Administrative Assistant

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CPALLIANCE®

Rachael A. Saviñon

CPALLIANCE® ASSISTANT DIRECTOR

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Ready to Get Started?

Fill out our financial questionnaire to receive a free 60 minute consultation and begin preparing for a more prosperous future.