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 M Corrao | CFP®
Financial Advisor
Tony is a Brooklyn native, a graduate of Florida State University, a championship bowler, husband…
Barbara M Gracy
Accountant
Barbara Gracy is a Staff Accountant and also provides QuickBooks assistance and training. Barb…
Beth H Patteson | CPA
Senior Tax Accountant
Beth Patteson is a Lakeland native and loves the community settled in this beautiful city. She is…
Bethany M Brown
Executive Assistant
When Bethany isn’t spending time with parents and her miniature poodle, J.B., she’s cruising to…
Catherine A Kirkland
Portfolio Analyst
Catherine Kirkland has lived in central Florida her whole life and enjoys boating, the beach, and…
Derek M Oxford | CFP®️, AEP®️
Financial Advisor
Derek M. Oxford, CFP®, AEP®, is a CERTIFIED FINANCIAL PLANNER™ and ACCREDITED ESTATE PLANNER®…
Eric J Jackson
Financial Advisor
A true Florida native, Eric’s family lived in Ft. Lauderdale, Plant City and is now settled in…
Esther A Barnette
Executive Administrator
Esther joined CPS Investment Advisors after moving to Lakeland from Dade City, Florida, where she…
Hunter L Hall
Office Assistant
Growing up in Lakeland, Florida, Hunter Hall is a high school graduate from McKeel Academy and a…
Jennifer Smith
Portfolio Management Assistant
Jenny joined CPS in 2015 She is responsible for payroll & various human resource duties…
Jon E 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…
Linda W Malzone
Portfolio Management Assistant
The mother of two daughters and four grandchildren, Linda was raised in Atlanta and soon thereafter…
Matthew A 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 E Scott | MBA, CFA
Senior Portfolio Analyst
Meet Michael Scott. And yes, he has seen The Office. Not only is Michael a senior portfolio…
Penni J Griner
Tax Department Administrator
Penni was born in NY and moved to Florida with her daughter in 1991 to be near her parents. When…
Rainah Fitzgerald
Portfolio Management Assistant
Rainah is a proud Lakelander, as she was born and raised here and plans to stick around. Outside of…
Rick D Bernard | MBA
Financial Advisor
Rick Bernard was born in Lakeland and was raised in a working class family where his parents…
Samuel Camilo
Portfolio Analyst
Being the son of two immigrant parents and seeing them sacrifice to give him an opportunity, Sam…
Shannon Arredondo
Portfolio Management Assistant
When Shannon is not at the office or keeping up with her young daughter, she can usually be found…
Robert M Eckenroth | CPA, MBA
Financial Advisor
Bob is from Lancaster, Pennsylvania, home of the Amish, and after graduating with a degree in…
Sharon R Mort
Portfolio Management Assistant
Being a lifelong Lakeland native, Sharon Mort is a high school graduate from Lakeland Senior High…
Shaun R 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 J Searcy | CPA
Senior Tax Advisor
Originally from Vero Beach Florida, and spending most summers in the Florida Keys, Sterling is a…
Susan K Starr | SPHR, SHRM-SCP
Human Resources Manager
When Susan is not busy with HR responsibilities, she can often be found sailing in the Tampa Bay…
Tamara L Jemison
Retirement Plan Specialist
Coming from a military family, able to trace its service back at least five generations, Tamara…
Patrick E Gauthier | CFP®️, MSAPM
Portfolio Analyst
Patrick is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of financial planning experience.…
Gary E Clark
Financial Advisor
Commissioned in 1967 through Air Force ROTC from Kansas State University, Colonel Clark served in…
Taylor J 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 10 years of active military service and completing a combat tour in Afghanistan,…
The Villages
Tom A Gruber | CPA/PFS
Financial Advisor
Some of Tom’s earliest memories were the family discussions over dinner with his father and…