If you're like most people, you get a little skittish at the prospect of letting a giant, faceless, corporate investment firm take over responsibility for managing your nest egg... and the potential for it to turn into a mad scramble.
That's why so many of our clients think small and personal when it comes to making big decisions about their finances. We don't have offices full of cubicles on every corner and in every strip mall. We don't have big budget TV commercials featuring aging iconoclastic celebrities. We just have a team of dedicated, knowledgeable professionals ready to help you cover your assets in an increasingly complex and stressful marketplace.
And this is what we look like...
TODD MUCH: CFP®, MBA
Founder and President Todd is head portfolio manager at CTS and the driving force behind most of the innovative investment and financial planning programs and strategies for which we are known. He is an experienced tax accountant, investment adviser and a CERTIFIED FINANCIAL PLANNER practitioner who has been consulting with clients for over 30 years.
CHUCK MARIEN: CFP®, MBA
Executive Vice President With considerable experience in retirement planning, Chuck can help you decipher your profit sharing plan, 401(k) plan, SEP plan or Simple IRA. He is adept at helping clients develop sophisticated retirement plans specific to their individual goals and objectives. He is a CERTIFIED FINANCIAL PLANNER practitioner with over 25 years of experience.
Vice President Chris is one of three portfolios managers for the CTS Consolidated Asset Management Program (CAMP), offering an in-depth understanding of behavioral finance and economics and its effects on trading markets.
JONATHON MUCH: MS
Director of Tax Services Jon is the Director of Tax Services at CTS. He is a member of the National Association of Tax Professionals (NATP) and is responsible for ensuring our clients' tax returns are handled efficiently and accurately.
Account Coordinator Barb is responsible for maintaining the daily pricing for securities and the asset management software used to execute trades and produce reports.
Account Coordinator Denise functions as a conduit between CTS and our clients as well as the financial institutions with which we do business.
CTS Financial Group | 737 N. Michigan Avenue, Suite 2120 | Chicago, IL 60611
CTS Financial Planning, Inc. is an SEC-Registered Investment Adviser.
CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.