E.A. BUCK - Key Persons
Job Titles:
- PRESIDENT and FOUNDER of FEDERAL BENEFITS MADE SIMPLE
Job Titles:
- Private Wealth Manager - Federal Benefits Made Simple
Job Titles:
- Private Wealth Manager
- Wealth Manager
Brandon Thurgood is a Private Wealth Manager at Oxford Wealth Advisors, an E.A. Buck Company, based out of New Mexico. Brandon enjoys meeting with clients and new faces, creating customized retirement plans and portfolio analyses, and overseeing and processing investment accounts.
He has been in the finance industry with Oxford Wealth Advisors since 2016. He also holds his Life and Series 65 licenses and is an FSCP (Financial Services Certified Professional).
Brandon was born and raised in New Mexico. He married his wife, Jess, in 2015 and they have four children who keep them busy. He also enjoys opportunities to volunteer and help within the community.
Job Titles:
- Private Wealth Manager - Federal Benefits Made Simple
Job Titles:
- Regional Vice President - Private Wealth Manager
Job Titles:
- VICE PRESIDENT of FEDERAL BENEFITS MADE SIMPLE
Job Titles:
- CHIEF OPERATIONS OFFICER - CHIEF COMPLIANCE OFFICER
Job Titles:
- Chief Executive Officer
- Principal
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.
Job Titles:
- Private Wealth Manager - FEDERAL BENEFITS MADE SIMPLE
Mike Cottet - Chief Strategy Officer
Job Titles:
- CHIEF STRATEGY OFFICER
- Chief Strategy Officer for E.a. Buck Financial Services
Serving as Chief Strategy Officer for E.A. Buck Financial Services, Mike Cottet oversees the firm's growth and advancement strategies as well as lead prospecting and administration of the firm's M&A operations. Prior to joining E.A. Buck Financial Services, Michael served as Executive Vice President for Stansberry Research, a privately held subscription-based publisher of financial information and software, where he led the sales organization and achieved compound growth of 21% per year in revenue over nearly 15 years. Michael holds a Master's degree in Finance and an MBA.
Job Titles:
- Private Wealth Manager - FEDERAL BENEFITS MADE SIMPLE