Kathy provides financial education and guidance for multi-generations, including individuals facing life transitions: retirement, divorce, loss of a spouse, sale of a business and other important life events. She is committed to helping families find peace of mind and financial well-being in times of personal challenge.
For the past 19 years, Kathy has worked in Financial services for Wealth Management firms including Northern Trust, BMO Harris, Morgan Stanley and Charles Schwab. As an independent CERTIFIED FINANCIAL PLANNER she delivers personalized solutions with insight and expertise.
Kathy holds an MBA degree from Northern Illinois University and FINRA Series 7, 63 and 65 licenses. She has also earned the designations of CERTIFIED FINANCIAL PLANNER and Certified Divorce Financial Analyst.
She is a member of the Financial Planning Association and Volunteer for NAMI DuPage. A lifelong resident of DuPage County along with her husband Michael and children Christopher, (Jill ) & Rachel and new grandson Henry.