Our Team Of Advisors Is Here For You.

Living your best life means working with financial professionals who understand your dreams and who will help you pursue them. It means being listened to and cared for by folks who believe in incredible service — and who will put your best interests first.

Katie-Buck-Financial-Planner-Honolulu

Katie Buck Chief Executive Officer

Katie joined E.A. Buck in 2004 and now serves as its CEO and Private Wealth Manager. Katie is the proud mother of seven kids and is married to our firm’s Chief Investment Officer, Jeff Buck.

Katie is a woman driven to make a difference in the lives of the people she touches. She is active in the community, having worked as PTA president at her kids’ school, serving as an adoption mentor for Child and Family Services and recently took on the job of coaching her boys’ basketball team.

Executive Team

Financial advisor Honolulu Katie Buck

Katie Buck

Chief Executive Officer

Financial Advisor Honolulu Jeff Buck

Jeff Buck

Chief Investment Officer, Private Wealth Manager

Financial advisor Honolulu Scott Tusa

Scott Tusa, CRPC®, AIF®

Partner

Wealth Management Jeremy Rafferty

Jeremy Rafferty

Chief Revenue Officer

Lisa Ching Financial Advisors Honolulu

Lisa Ching

VP of Marketing

Financial planner Denver Mark Pitchford

Mark Pitchford

Chief Strategy Officer

Nicole Madosik

Director of Firm Development

Retirement Planning Honolulu Mike Cottet

Mike Cottet

Chief Strategy Officer

Retirement Planning Denver John Urosevich

John Urosevich

Chief Operations Officer

Colorado – DTC

Financial Advisor Denver Rocco Palumbo

Rocco Palumbo

Private Wealth Manager

Financial advisor Denver David Selden

David Selden

Private Wealth Manager

Wealth Management Jeremy Rafferty

Jeremy Rafferty

Chief Revenue Officer

Colorado – Cherry Creek

Financial advisor Denver Rebecca Hettinger

Rebecca Hettinger

Private Wealth Manager

Denver Financial Advisor Tom Niver

Tom Niver

Private Wealth Manager

Hawaii - Honolulu

Financial Advisor Honolulu Jeff Buck

Jeff Buck

Chief Investment Officer, Private Wealth Manager

Honolulu Financial Advisor Lorin Chun

Lorin Chun

Private Wealth Manager

Alvin Abe Financial Advisor Near me

Alvin Abe

Private Wealth Manager

Retirement Planning Honolulu Wade Abreu

Wade Abreu

Financial Professional

Financial advisor Honolulu Scott Tusa

Scott Tusa, CRPC®, AIF®

Partner

Honolulu Financial Advisor Rachelle Davis

Rachelle Davis

Private Wealth Manager

Financial planning Sean hite

Sean Hite

Private Wealth Manager

Financial Planning Brandi Kamano

Brandi Kamano

Private Wealth Manager

Hawaii – Kapolei

Financial Advisor Kapolei John Kinsaku Larry

John Kinsaku Larry

Private Wealth Manager

Hawaii – Kahului

Financial Advisor Kahului Corrinna paxton

Corrinna Paxton, CFP ®

Private Wealth Manager

Hawaii – Kailua-Kona

Financial Advisor kailua Kona George Purdy

George Purdy

Private Wealth Manager

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