Barb Jakus

Operations Specialist

Milwaukee - WI

Barb Jakus is an Operations Specialist with Crescent Grove Advisors. She is responsible for assisting a team of Wealth Advisors in coordinating and implementing financial plans, cash flow and risk management. Barb supports the operations team with the establishment and maintenance of accounts, coordinating transactions and managing the day-to-day workflow for the firm.

Prior to joining Crescent Grove, Barb served in a number of wealth management capacities within BMO Global Asset Management and formerly M&I Trust Company. Over her 35 years with BMO/M&I, Barb worked in Trust Operations, Trust Tax, Human Resources and supported the Managing Director and their leadership team for BMO Trust and Custody Services.

Born in a small town in Northern Wisconsin, Barb moved to Milwaukee in 1985. She has two adult sons, and loves spending time with them. She also enjoys reading, watching movies and spending time with her family and friends.