Partners
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
James M Luffman | CPA/PFS
Financial Advisor
Jim Luffman has a passion for helping people and businesses avoid common financial mistakes. His…
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 is from King of Prussia, Pennsylvania, a suburb of Philadelphia and once known as having…
Bethany M Brown
Executive Assistant
When Bethany isn’t spending time with parents and her mischievous miniature poodle, J.B., she’s…
Catherine A Kirkland
Portfolio Analyst
Cat has lived in central Florida her whole life and enjoys boating, the beach, and Florida…
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…
Jennifer Smith
Senior 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
Senior Portfolio Analyst
During the week, KC is well suited and making trades at CPS Investment Advisors, but during his…
Nicole M Gonzalez
Retirement Plan Administrator
In September 2021, Nicole took one of her most unforgettable trips to Brazil, where she found one…
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…
Richard D Bernard | MBA, CFP®
Financial Advisor
Rick was born in Lakeland and was raised in a working class family where his parents instilled in…
Samuel Camilo
Portfolio Analyst
Being the son of two immigrant parents and seeing them sacrifice to give him an opportunity, Sam…
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
Senior 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…
Stephanie L Kimbrough
Executive Assistant
Stephanie Kimbrough is an accomplished, life-long Lakeland resident and the Executive Assistant to…
Sterling J Searcy | CPA
Financial 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
Senior 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
Staff Accountant
Taylor is dog-mom to a gorgeous German Shepherd named Elke Louise who’s beyond spoiled. Her…
CPAlliance™
Shawn J McCabe | CFP®, MSA, MBA
CPAlliance™ Director
After serving 10 years of active military service and completing a combat tour in Afghanistan,…