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. 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 three states, 100 staff members, and two additional separate entities – E.A. Buck Accounting & Tax Services and Federal Benefits Made Simple.

Executive Team

Financial advisor Honolulu Katie Buck

Katie Buck, AIF®

Chief Executive Officer

Financial Advisor Honolulu Jeff Buck

Jeff Buck, AIF®, CFS

Chief Investment Officer, Private Wealth Manager

Financial advisor Honolulu Scott Tusa

Scott Tusa, CRPC®, AIF®

Partner

Ann Vanderslice financial advisor federal benefits made simple

Ann Vanderslice

President and Founder of Federal Benefits Made Simple

Wealth Management Jeremy Rafferty

Jeremy Rafferty

Vice President of Federal Benefits Made Simple

Retirement Planning Denver John Urosevich

John Urosevich

Chief Operations Officer

Lisa Ching Financial Advisors Honolulu

Lisa Ching

VP of Marketing

Financial planner Denver Mark Pitchford

Mark Pitchford

Board Consultant

Retirement Planning Honolulu Mike Cottet

Mike Cottet

Chief Strategy Officer

Our Professionals

Financial Advisor Honolulu Jeff Buck

Jeff Buck, AIF®, CFS

Chief Investment Officer, Private Wealth Manager

Financial advisor Honolulu Scott Tusa

Scott Tusa, CRPC®, AIF®

Partner

Erik Anderson Financial advisor Honolulu

Erik Anderson

Private Wealth Manager

Financial Advisor Kahului Corrinna paxton

Corrinna Paxton, CFP ®

Private Wealth Manager

Lorin Chun Retirement planning specialist

Lorin Chun

Private Wealth Manager

Honolulu Financial Advisor Rachelle Davis

Rachelle Davis

Private Wealth Manager

Financial advisor Alvin Abe

Alvin Abe, AIF®

Private Wealth Manager

Dan Werts Financial Advisor

Dan Werts

Private Wealth Manager

Wade Abreu Financial advisor

Wade Abreu

Financial Professional

Sean Hite estate planning

Sean Hite, CRPC®, AIF®

Private Wealth Manager

Financial Planning Brandi Kamano

Brandi Kamano

Private Wealth Manager

Brad Leveque Financial Advisor Bellevue

Brad J. LeVeque, CFP ®

Private Wealth Manager

Rob Lee Retirement Planning

Robert Lee

Regional Vice President

Scott Fangman

Scott Fangman

Business Development Officer

Denver Financial Advisor Tom Niver

Tom Niver

Private Wealth Manager

AJ Austin

Private Wealth Manager

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