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Barb Wiram serves as administrative
assistant and operations manager in the Terre Haute, Indiana
office. She handles day to day operational duties at corporate
headquarters and provides additional support to the satellite
offices. She brought 12 years of investment operations experience
with her when she was hired in January, 2000. Barb supports the investment staff by keeping the portfolio
management system up to date and reconciled with our custodian.
She organizes client presentations for the investment staff
including quarterly statements and performance reports.
She is a resource to any client of the company, able to
handle IRA/401k rollovers, account transfers, withdrawals, deposits, wire transfers and a variety
of other requests. Barb has three children and three grandchildren and resides in Cory, Indiana.
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