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.

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
Ashley Robinson
Director & Private Wealth Manager - Federal Benefits Made Simple*
Jake Yong
Director & Private Wealth Manager
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
Private Wealth Manager
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
Ashley Wright
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 No 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 Financial Services is not affiliated with Madison Avenue Securities (MAS).
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