
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 AIF®
Chief Executive Officer
John Urosevich MBA
CHIEF OPERATIONS OFFICER - CHIEF COMPLIANCE OFFICER
Jeff Buck AIF® CFS
Chief Investment Officer
Lisa Ching, MBA
CHIEF MARKETING OFFICER
Mike Cottet MBA
CHIEF STRATEGY OFFICER
Jeremy Rafferty
VICE PRESIDENT OF FEDERAL BENEFITS MADE SIMPLE*
Chad Stevens
CHIEF FINANCE OFFICER
Mark Pitchford MBA
Chief Data Officer
Ann Vanderslice
PRESIDENT AND FOUNDER OF FEDERAL BENEFITS MADE SIMPLE*
Robert Lee
Regional Vice President - Private Wealth Manager
Chris Dolan MBA CFP®
REGIONAL VICE PRESIDENT - PRIVATE WEALTH MANAGER
Evan Cutler
Regional Vice President - Private Wealth Manager
Corrinna Paxton CFP ®
PRIVATE WEALTH MANAGER
Alvin Abe, AIF®
PRIVATE WEALTH MANAGER
Scott Tusa CRPC® AIF®
Partner
Emily Arnold CLU® ChSNC®
Private Wealth Manager
Lorin Chun
PRIVATE WEALTH MANAGER
Wade Abreu
FINANCIAL PROFESSIONAL
Sean Hite CRPC® AIF®
PRIVATE WEALTH MANAGER
Brandi Kamano
PRIVATE WEALTH MANAGER
Brad J. LeVeque CFP ®
PRIVATE WEALTH MANAGER
John Ingraham
Private Wealth Manager
Claudia Moreno
Private Wealth Manager
AJ Austin
Private Wealth Manager
Jake Yong
Private Wealth Manager
Tom Niver
PRIVATE WEALTH MANAGER
Jason Johnson
Financial Advisor - Federal Benefits Made Simple*
Ashley Robinson
Financial Advisor - Federal Benefits Made Simple*
Dan Werts
PRIVATE WEALTH MANAGER - Federal Benefits Made Simple*
Connor Ryan
Private Wealth Manager
Lynn Berlenbach
Private Wealth Manager
Ryley Colle
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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