We don’t have offices full of cubicles on every corner and in every strip mall. We don’t have big budget TV commercials. We just have a team of dedicated, knowledgeable professionals ready to help you cover your assets in an increasingly complex marketplace. And this is what we look like…

todd-much

Todd Much

CFP®, EA, 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.

Meet Todd

chuck-marien

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.

Meet Chuck

christopher-much

Christopher Much

CFP®, AIF®
Vice President

Chris is one of four portfolio managers for the CTS Consolidated Asset Management Program (CAMP). He utilizes his in-depth understanding of behavioral finance and economics and their effects on trading markets to offer a unique perspective to our clients.

Meet Christopher

jonathan-much

Jonathon Much

AIF®, MBA, MS
Vice President

Jon is one of four portfolio managers for the CTS Consolidated Asset Management Program (CAMP), meeting daily with the team to monitor the status of financial markets and discuss relevant, current events before making affecting our clients’ portfolios.

Meet Jonathon

maxim-lukawski

Maxim Lukawski

EA
Director of Tax Services

Max is a member of the National Association of Tax Professionals (NATP) and the Director of Tax Services at CTS. He is committed to ensuring our clients’ tax returns are completed and filed efficiently and accurately.

Meet Maxim

Suzanne Bracken

Suzanne Bracken

CAP-OM, Account Coordinator

Suzanne oversees the daily pricing of securities and CTS’ asset management software, along with coordinating fund transfers and the distributions from personal investment and retirement accounts.

Meet Suzanne

denise-iwaniec

Denise Iwaniec

Account Coordinator

Denise functions as a conduit between CTS and our clients as well as the financial institutions with which we do business. She has been with us for over 10 years, playing an integral role in the maintenance of our clients’ investment accounts and preparing daily status reports for the CTS Investment Committee.

Meet Denise