Who We Are

Our Team

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…

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Peter C Golotko | CPA/PFS, MBA

President | Chief Executive Officer | Partner

Peter has dedicated his career to helping people achieve financial independence, helping businesses…

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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…

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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…

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CPS Team

Anthony M Corrao | CFP®

Financial Advisor

Tony is a Brooklyn native, a graduate of Florida State University, a championship bowler, husband…

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Barbara M Gracy

Accountant

Barbara Gracy is a Staff Accountant and also provides QuickBooks assistance and training. Barb…

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Beth H Patteson | CPA

Senior Tax Accountant

Beth Patteson is a Lakeland native and loves the community settled in this beautiful city. She is…

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Bethany M Brown

Executive Assistant

When Bethany isn’t spending time with parents and her miniature poodle, J.B., she’s cruising to…

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Catherine A Kirkland

Portfolio Analyst

Catherine Kirkland has lived in central Florida her whole life and enjoys boating, the beach, and…

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Derek M Oxford | CFP®️, AEP®️

Financial Advisor

Derek M. Oxford, CFP®, AEP®, is a CERTIFIED FINANCIAL PLANNER™ and ACCREDITED ESTATE PLANNER®…

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Esther A Barnette

Executive Administrator

Esther joined CPS Investment Advisors after moving to Lakeland from Dade City, Florida, where she…

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Hunter L Hall

Office Assistant

Growing up in Lakeland, Florida, Hunter Hall is a high school graduate from McKeel Academy and a…

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Jennifer Smith

Portfolio Management Assistant

Jenny joined CPS in 2015 She is responsible for payroll & various human resource duties…

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Jon E Willard

Retirement Plan Administrator

Jon, the last of ten children, learned at a young age the art of listening. His ability to…

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KC Wilson

Portfolio Analyst

During the week, KC is well suited and making trades at CPS Investment Advisors, but during his…

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Kelly A Cole

Portfolio Management Assistant

Kelly grew up in Northern Illinois before moving to the Polk County area in 1995. She is a mother…

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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…

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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…

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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…

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Rick D Bernard | MBA

Financial Advisor

Rick Bernard was born in Lakeland and was raised in a working class family where his parents…

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Robert M Eckenroth | CPA, MBA

Financial Advisor

Bob is from Lancaster, Pennsylvania, home of the Amish, and after graduating with a degree in…

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Sharon R Mort

Portfolio Management Assistant

Being a lifelong Lakeland native, Sharon Mort is a high school graduate from Lakeland Senior High…

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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…

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Sterling J Searcy | CPA

Senior Tax Advisor

Originally from Vero Beach Florida, and spending most summers in the Florida Keys, Sterling is a…

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Tamara L Fales

Retirement Plan Specialist

Coming from a military family, able to trace its service back at least five generations, Tamara…

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Erica M Lupercio

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Patrick E Gauthier | CFP®️, MSAPM

Portfolio Analyst

Patrick is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of financial planning experience.…

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Gary E Clark

Financial Advisor

Commissioned in 1967 through Air Force ROTC from Kansas State University, Colonel Clark served in…

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Taylor J Bonnell

Tax Associate

Taylor Bonnell is a Tax Associate and prepares fiduciary, business and individual tax returns. She…

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CPAlliance

Shawn J McCabe | MBA, CFP®

CPAlliance Director

After serving 10 years of active military service and completing a combat tour in Afghanistan,…

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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…

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