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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 headshot Caricature of Pete Golotko

Peter C. Golotko

CPA/PFS, MBA

President
Chief Executive Officer
Partner

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Michael A. Riskin headshot Caricature of Michael Riskin

Michael A. Riskin

CPA/PFS, CFP®, MST

Vice President
Treasurer
Partner

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Nolen B. Bailey headshot Caricature of Nolen Bailey

Nolen B. Bailey

CFP®, CRPS®, ARPC

Vice President
Director of Retirement Plan Services
Partner

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Anthony M. Corrao headshot Caricature of Anthony Corrao

Anthony M. Corrao

CFP®

Financial Planning Director
PARTNER

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Erica M. Lupercio CPS Partner headshot Caricature of Erica Lupercio

Erica M. Lupercio

BRAND Director
PARTNER

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FINANCIAL ADVISORS

Richard D. Bernard headshot Caricature of Richard Bernard

Richard D. Bernard

MBA, CFP®

Financial Advisor
Government Pensions

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Robert M. Eckenroth headshot Caricature of Robert Eckenroth

Robert M. Eckenroth

CPA, MBA

Financial Advisor

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Eric J. Jackson headshot Caricature of Eric Jackson

Eric J. Jackson

RSSA®

Financial Advisor

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James M. Luffman headshot Caricature of James Luffman

James M. Luffman

CPA/PFS

Financial Advisor

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Caricature of Derek Oxford

Derek M. Oxford

CFP®, AEP®

Financial Advisor

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BUSINESS 401(k)

Tamara L. Jemison headshot Caricature of Tamara Jemison

Tamara L. Jemison

Retirement Plan Specialist
Financial Advisor

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Richard A. Widick headshot Caricature of Richard Widick

Richard A. Widick

MBA, CRPS®

FINANCIAL ADVISOR

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Nicole M. Gonzalez headshot Caricature of Nicole Gonzalez

Nicole M. Gonzalez

CRPS®

Retirement Plan Administrator

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Jon E. Willard headshot Caricature of Jonathan Willard

Jonathan E. Willard

Retirement Plan Administrator

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Beth M. English headshot Caricature of Beth English

Beth M. English

QKA®

Senior Retirement Plan Compliance Specialist

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Khrysta M. Mensing headshot Caricature of Khrysta Mesing

Khrysta M. Mensing

MAcc

Retirement Plan Compliance Specialist

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Kiley N. Burress headshot Caricature of Kiley Burress

Kiley N. Burress

Retirement Plan Compliance Specialist

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ANALYSTS

Patrick E. Gauthier headshot Caricature of Patrick Gauthier

Patrick E. Gauthier

CFP®, MSAPM

Chief Investment Officer

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K.C. Wilson headshot Caricature of K.C. Wilson

K.C. Wilson

CFP®

Senior Portfolio Analyst

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Samuel Camilo headshot Caricature of Samuel Camilo

Samuel Camilo

Portfolio Analyst

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Dalton C. Brooks headshot Caricature of Dalton Brooks

Dalton C. Brooks

Portfolio Analyst

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Dalton C. Brooks headshot Caricature of Chris Kalogianis

Chris P. Kalogianis

Portfolio Analyst

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ADMINISTRATORS

Esther A. Barnette headshot Caricature of Esther Barnette

Esther A. Barnette

Executive Administrator

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Caricature of Isabel Batista

Isabel Batista

New Accounts Administrator

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Bethany M. Brown headshot Caricature of Bethany Brown

Bethany M. Brown

Executive Assistant

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Caricature of Susan Dworkis

Susan A. Dworkis

Administrative Assistant

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Alani Fletcher headshot Caricature of Alani Fletcher

Alani L. Fletcher

Office Administrative Assistant

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Eliana F. LaRose headshot Caricature of Eliana LaRose

Eliana F. LaRose

Cashiering Assistant

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Sharon R. Mort headshot Caricature of Sharon Mort

Sharon R. Mort

New Accounts Manager

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Stephanie L. Kimbrough headshot Caricature of Stephanie Odro

Stephanie L. Odro

Executive Administrator

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Caricature of Dana Reed

Dana M. Reed

Administrative Assistant

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Edrien C. Perez headshot Caricature of Edrien Schjang

Edrien M. Schjang

Cashiering Assistant

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jennifer smitih headshot Caricature of Jennifer Smith

Jennifer Smith

Cashiering Manager

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Susan K. Starr headshot Caricature of Susan Starr

Susan K. Starr

SPHR, SHRM-SCP

Human Resources Manager

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TAX & ACCOUNTING DIRECTORS & PARTNERS

TAX & ACCOUNTING PROFESSIONALS

Nancy M. Noe Headshot

Nancy M. Noe

CPA, MAcc

Senior Tax Manager

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James R. Robinett headshot Caricature of James Robinett

James R. Robinett

CPA

Senior Tax Manager

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Jeffrey H. Green headshot Caricature of Jeffrey Green

Jeffrey H. Green

CPA, MAA

TAX MANAGER

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Aeman R. Gromotowicz Headshot Caricature of Aeman Gromotowicz

Aeman R. Gromotowicz

Senior Tax Accountant

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Hayley A. Fudge headshot Caricature of Haley Fudge

Hayley A. Fudge

Tax Accountant

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Zubaida S. Salman headshot Caricature of Zubaida Salman

Zubaida S. Salman

MAcc

Tax Accountant

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TAX & ACCOUNTING ADMINISTRATORS

Shadina R. Diehl headshot Caricature of Shadina Diehl

Shadina R. Diehl

Tax Administrative Assistant

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penni griner headshot Caricature of Penni Griner

Penni J. Griner

Tax Administrative Assistant

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Teresa L. Mercer headshot Caricature of Teresa Mercer

Teresa L. Mercer

Tax Administrative Assistant

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CPALLIANCE®

Rachael A. Saviñon headshot Caricature of Rachael Savinon

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.