Barb's administrative duties include the coordination of fund transfers, including minimum distributions for retirement accounts. She is also responsible for maintaining the daily pricing for securities and the asset management software used to execute trades and produce reports.
Barb graduated from the University of Illinois at Champaign-Urbana in 1983 and joined CTS in 1992. Her regular contact and frequent conversations with clients have led to longstanding professional relationships that have evolved into cordial friendships, which she cherishes.
When not specifically discussing matters directly related to CTS, Barb enjoys tangential commiserations about the Cubs and shares tales of her most recent travels to Europe.
CTS Financial Group | 737 N. Michigan Avenue, Suite 2120 | Chicago, IL 60611
CTS Financial Planning, Inc. is an SEC-Registered Investment Adviser.
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