
Katie Buck, AIF® Chief Executive Officer
Katie Buck serves as CEO and Principal of E.A. Buck Financial Services. As CEO, Katie oversees all services, operations, growth strategies, and personnel across the country. Since stepping into the CEO role in 2018, Katie has been able to grow the firm from one location in Hawaii to a firm now operating 11 locations across four states, 100 staff members, and two additional separate entities – E.A. Buck Accounting & Tax Services and Federal Benefits Made Simple.

Katie Buck
Chief Executive Officer
Jeff Buck
Chief Investment Officer
Michael Cottet
CHIEF STRATEGY OFFICER
Jim Dixon
Chief Compliance Officer & General Counsel 
Lisa Ching
CHIEF MARKETING OFFICER
Bruce Davis
Director of Financial Planning & Development
Jeremy Rafferty
PRESIDENT OF FEDERAL BENEFITS MADE SIMPLE*
Scott Tusa
Partner - Private Wealth Manager
Leslie A. Fields
Financial Professional
Alvin Abe
PRIVATE WEALTH MANAGER
Dan Werts
Private Wealth Manager - Federal Benefits Made Simple*
Wade Abreu
FINANCIAL PROFESSIONAL
Mike Hou
Private Wealth Manager
Alisha Corso
Financial Professional 
Alice Kim
Financial Professional
Shelley Tumacder
Financial Professional 
Brandi Kamano
PRIVATE WEALTH MANAGER
Robert Lee
Private Wealth Manager – Federal Benefits Made Simple*
AJ Austin
Private Wealth Manager
Keith Brand
Private Wealth Manager - FEDERAL BENEFITS MADE SIMPLE*
Ashley Robinson
Private Wealth Manager - Federal Benefits Made Simple*
Evan Cutler
Regional Vice President & Private Wealth Manager
John Ingraham
Private Wealth Manager
Jake Yong
Private Wealth Manager
Claudia Moreno
Private Wealth Manager
Lynn Berlenbach
Private Wealth Manager
Russell Whitehead
Private Wealth Manager - FEDERAL BENEFITS MADE SIMPLE*
Zach Rhodes
Private Wealth Manager - Federal Benefits Made Simple*
Lynn “B” Thurgood
Private Wealth Manager
Brandon Thurgood
Regional Vice President & Private Wealth Manager
Kyrie Greathouse
Private Wealth Manager
Brent Bunn
Private Wealth Manager
Michael Sato
Private Wealth Manager
Mark Arola
Private Wealth Manager
Jake Myers
Private Wealth Manager
Kevin Shelton, CFP®
Private Wealth Manager
Dan Thyfault
Regional Vice President & Private Wealth ManagerNo Results Found
* Federal Benefits Made Simple, an E.A. Buck company, is a division of E.A. Buck. Both firms assist individuals in planning for retirement. Federal Benefits Made Simple focuses on helping those who have worked for the federal government. The entities have common ownership.
**Tax and accounting services are offered through the tax and accounting business E.A. Buck Accounting and Tax Services. The services offered by E.A. Buck Accounting and Tax Services are not subject to Investment Advisor requirements. Neither E.A. Buck Financial Services nor its agents or representatives may give tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. E.A. Buck Financial Services and E.A. Buck Accounting and Tax Services receive financial compensation for referrals. E.A. Buck Accounting and Tax Services are not clients of E.A. Buck Financial Services, they do provide referrals to E.A. Buck Financial Services, for this they are compensated in the form of cash and incentive trips, they do not provide referrals to other tax or accounting firms. E.A. Buck Accounting and Tax Services and E.A. Buck Financial Services are not affiliated with AE Wealth Management, LLC (AEWM) or Madison Avenue Securities (MAS).

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