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.

AllExecutiveAdvisors & Financial ProfessionalsFederal Benefits Made Simple

Katie Buck AIF®

Chief Executive Officer

John Urosevich

CHIEF OPERATIONS OFFICER

Jeff Buck AIF® CFS

Chief Investment Officer

Mike Cottet

CHIEF STRATEGY OFFICER

Lisa Ching

VP OF MARKETING

Mark Pitchford

Chief Data Officer

Ann Vanderslice

PRESIDENT AND FOUNDER OF FEDERAL BENEFITS MADE SIMPLE*

Jeremy Rafferty

VICE PRESIDENT OF FEDERAL BENEFITS MADE SIMPLE*

Troy Vigil

Managing Partner of E.A. Buck Accounting and Tax Services**

Corrinna Paxton CFP ®

PRIVATE WEALTH MANAGER

Alvin Abe, AIF®

PRIVATE WEALTH MANAGER

Dan Werts

PRIVATE WEALTH MANAGER

Lorin Chun

PRIVATE WEALTH MANAGER

Wade Abreu

FINANCIAL PROFESSIONAL

Sean Hite CRPC® AIF®

PRIVATE WEALTH MANAGER

Brandi Kamano

PRIVATE WEALTH MANAGER

Erik Anderson

PRIVATE WEALTH MANAGER

Brad J. LeVeque CFP ®

PRIVATE WEALTH MANAGER

Robert Lee

REGIONAL VICE PRESIDENT
John Ingraham financial advisor shallotte

John Ingraham

Private Wealth Manager
Evan Cutler Financial advisor Challotte

Evan Cutler

Private Wealth Manager - Regional Vice President
Financial advisor maui AJ Austin

AJ Austin

Private Wealth Manager

Tom Niver

PRIVATE WEALTH MANAGER

Jason Johnson

Financial Advisor - Federal Benefits Made Simple*

Ashley Robinson

Financial Advisor - Federal Benefits Made Simple*
Connor Ryan Financial advisor denver

Connor Ryan

Private Wealth Manager
Financial Advisor Honolulu Jake Yong

Jake Yong

Private Wealth Manager

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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 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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