Partners
Chas P. Smith, CPA/PFS
Founding Partner
Chas@CPAlliance.com
James M. Luffman, CPA/PFS
Partner
Jim@CPAlliance.com
Peter C. Golotko, CPA/PFS, MBA
Partner
Peter@CPAlliance.com
Trading Department
Tony Corrao
Portfolio Trader
Tony@CPAlliance.com
Derek Oxford
Portfolio Trader
Derek@CPAlliance.com
Portfolio Management
Esther A. Barnette
Portfolio Management Supervisor
EstherB@CPAlliance.com
Pamela K. Greblick
Portfolio Management Assistant
Pamela@CPAlliance.com
Sharon Mort
Portfolio Management Assistant
Sharon@CPAlliance.com
Della Parker
Portfolio Management Assistant
Della@CPAlliance.com
Public Sector / Government Department
Gary E. Clark
Director, Institutional Plans
Gary@CPAlliance.com
Michael L. Lawton
Financial Advisor
MLawton@CPAlliance.com
401(k) Retirement Department
Bryan Mau
Director of Retirement Plan Services
BMau@CPAlliance.com
Nolen Bailey
Regional Director of Retirement Plan Services
Nolen@CPAlliance.com
CPAllianceTM
Scott Sweeten
Director CPAlliance Program
Scott@CPAlliance.com
Tax Department
Michael A. Riskin, CPA/PFS, CFP
Director of Taxation
MRiskin@CPAlliance.com
Holly D. Kelley, CPA
Tax Manager
Holly@CPAlliance.com
Beth Patteson, CPA
Senior Accountant
BPatteson@CPAlliance.com
Jorge Rivera
Senior Accountant
Jorge@CPAlliance.com
Shaun Miller
Staff Accountant
Shaun@CPAlliance.com
Janell Repsher
Tax Administrative Assistant
Janell@CPAlliance.com
Insurance
James M. Luffman
Partner
Jim@CPAlliance.com
Operations
Bob Herring
Director, Technical and Support Services
BHerring@CPAlliance.com
Beth Templeton
Receptionist
Beth@CPAlliance.com