Who We Are

Our Team

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…

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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

James M Luffman | CPA/PFS

Financial Advisor

Jim Luffman has a passion for helping people and businesses avoid common financial mistakes. His…

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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 is from King of Prussia, Pennsylvania, a suburb of Philadelphia and once known as having…

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Bethany M Brown

Executive Assistant

When Bethany isn’t spending time with parents, friends or training her mischievous miniature…

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Catherine A Kirkland

Portfolio Analyst

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

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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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Eric J Jackson

Financial Advisor

A true Florida native, Eric’s family lived in Ft. Lauderdale, Plant City and is now settled in…

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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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Jennifer Smith

Senior 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

Senior Portfolio Analyst

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

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Nicole M Gonzalez

Retirement Plan Administrator

In September 2021, Nicole took one of her most unforgettable trips to Brazil, where she found one…

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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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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…

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Samuel Camilo

Portfolio Analyst

Being the son of two immigrant parents and seeing them sacrifice to give him an opportunity, Sam…

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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

Senior 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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Stephanie L Kimbrough

Executive Assistant

Stephanie Kimbrough is an accomplished, life-long Lakeland resident and the Executive Assistant to…

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Sterling J Searcy | CPA

Financial Advisor

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

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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…

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Tamara L Jemison

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

Senior 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

Staff Accountant

Taylor is dog-mom to a gorgeous German Shepherd named Elke Louise who’s beyond spoiled. Her…

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CPAlliance™

Shawn J McCabe | CFP®, MSA, MBA

CPAlliance™ Director

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

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