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, AIF® Chief Executive Officer

Katie Buck serves as CEO and Principal of E.A. Buck Financial Services, where she leads the firm’s vision, operations, and nationwide growth strategy. Since stepping into the CEO role in 2018, Katie has guided E.A. Buck’s transformation from a single office in Hawaii into a national, multi-entity financial services enterprise serving clients across the country. Today, the firm proudly guides over one billion dollars in assets under management for the families it serves, placing E.A. Buck among the top 10 percent of Registered Investment Advisors in the investment services space.

AllExecutiveAdvisors & Financial ProfessionalsFederal Benefits Made SimpleOxford Wealth AdvisorsAchieve Retirement

Katie Buck

Chief Executive Officer

Jeff Buck

Chief Investment Officer

Michael Cottet

CHIEF STRATEGY OFFICER

Lisa Ching

CHIEF MARKETING OFFICER

Andrew Light

Chief Operating Officer

Greg Visconti

CHIEF FINANCIAL OFFICER

Roger Craig

Chief Legal & Compliance Officer

Jeremy Rafferty

PRESIDENT OF FEDERAL BENEFITS MADE SIMPLE*

Patterson McKinlay

President – Achieve Retirement

Scott Tusa

Partner - Private Wealth Manager

Jake Yong

Director & Private Wealth Manager
Evan Cutler Financial advisor Shallotte

Evan Cutler

Regional Vice President & Private Wealth Manager

Brandon Thurgood

Regional Vice President & Private Wealth Manager

Dan Thyfault

Regional Vice President & Private Wealth Manager

Claudia Moreno

Regional Vice President & Private Wealth Manager

Mark Arola

Private Wealth Manager

Kevin Shelton

Private Wealth Manager

Alvin Abe

PRIVATE WEALTH MANAGER

Dan Werts

Private Wealth Manager - Federal Benefits Made Simple*

Wade Abreu

FINANCIAL PROFESSIONAL

Mike Hou

Private Wealth Manager

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*
John Ingraham financial advisor shallotte

John Ingraham

Private Wealth Manager
Lynn Berlenbach Wealth Management Honolulu

Lynn Berlenbach

Private Wealth Manager

Russell Whitehead

Private Wealth Manager - FEDERAL BENEFITS MADE SIMPLE*

Lynn “B” Thurgood

Private Wealth Manager

Kyrie Greathouse

Private Wealth Manager

Brent Bunn

Private Wealth Manager

Jake Myers

Private Wealth Manager - Federal Benefits Made Simple*

Michael Sato

Private Wealth Manager

Richard Payne

Private Wealth Manager

Kevin Nitta

Tax Director & Private Wealth Manager

Kaila Woo

Private Wealth Manager

DJ Bartlett

Participant Engagement Specialist & Private Wealth Manager – Achieve Retirement

Cyndie Hodges

Senior Retirement Plan Relationship Specialist – Achieve Retirement

Tim White

Private Wealth Manager

Jess Cwik

Retirement Plan Relationship Specialist – Achieve Retirement

Todd Strasser

Private Wealth Manager

Allison Betts

Private Wealth Manager

Kerry J. Chamberlin

Private Wealth Manager

Allan Plappert

Retirement Plan Administration Specialist

Jacqueline Martinez, MBA

Private Wealth Manager

Joseph Jang

Private Wealth Manager

Trent Richardson

Private Wealth Manager

Tait McGowan

Private Wealth Manager - Federal Benefits Made Simple*

Jennifer Hedrick

Financial Professional

Joseph Manglona

Private Wealth Manager

Don Alpern

Manager of Financial Planning & Development

Kirk Matteson, CPA

Private Wealth Manager

Kim Atkin

Financial Professional

Brian Gery

Private Wealth Manager

Nick Roth

Private Wealth Manager

Amy Blanchette

Financial Professional

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* 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 Financial Services is not affiliated with Madison Avenue Securities (MAS).

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