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 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

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

Retirement Planning Honolulu Mike Cottet

Mike Cottet

Chief Strategy Officer

Retirement Planning Denver John Urosevich

John Urosevich

Chief Operations Officer

Colorado – DTC

Rob Lee Retirement Planning

Robert Lee

Regional Sales Director

Financial advisor Denver David Selden

David Selden

Private Wealth Manager

Financial advisor Denver Rebecca Hettinger

Rebecca Hettinger

Private Wealth Manager

Scott Fangman

Scott Fangman

Business Development Officer

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

Colorado – Colorado Springs

Dan Werts Financial Advisor

Dan Werts

Private Wealth Manager

Financial advisor Denver David Selden

David Selden

Private Wealth Manager

Hawaii - Honolulu

Financial Advisor Honolulu Jeff Buck

Jeff Buck

Chief Investment Officer, Private Wealth Manager

Lorin Chun Retirement planning specialist

Lorin Chun

Private Wealth Manager

Rob Lee Retirement Planning

Robert Lee

Regional Sales Director

Financial advisor Alvin Abe

Alvin Abe

Private Wealth Manager

Wade Abreu Financial advisor

Wade Abreu

Financial Professional

Honolulu Financial Advisor Rachelle Davis

Rachelle Davis

Private Wealth Manager

Financial advisor Honolulu Scott Tusa

Scott Tusa, CRPC®, AIF®

Partner

Financial Planning Brandi Kamano

Brandi Kamano

Private Wealth Manager

Sean Hite estate planning

Sean Hite

Private Wealth Manager

Scott Fangman

Scott Fangman

Business Development Officer

Hawaii – Kapolei

Wade Abreu Financial advisor

Wade Abreu

Financial Professional

Financial advisor Honolulu Scott Tusa

Scott Tusa, CRPC®, AIF®

Partner

Sean Hite estate planning

Sean Hite

Private Wealth Manager

Hawaii – Kahului

Financial Advisor Kahului Corrinna paxton

Corrinna Paxton, CFP ®

Private Wealth Manager

Hawaii – Kailua-Kona

Financial Advisor Honolulu Jeff Buck

Jeff Buck

Chief Investment Officer, Private Wealth Manager

Financial advisor Honolulu Scott Tusa

Scott Tusa, CRPC®, AIF®

Partner

Sean Hite estate planning

Sean Hite

Private Wealth Manager

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