As an Edward Jones financial advisor, I believe it is important to understand what you're working toward before you invest your money. At different times in your life, you will have different financial needs. I can help guide you in your investment and financial choices that can play a powerful role in reaching your goals. I can also help with your retirement strategy so that you have more options when you retire. By looking at the big picture now, we can help you make sure you'll spend retirement on your terms with as few surprises as possible.
I joined Edward Jones as a financial advisor in 2003 and became a limited partner in 2010. I feel my high client retention rate is a reflection of my integrity. I hold Series 7, 63 and 65 securities registrations and serve clients throughout our country.
I hold a bachelor's degree in finance from DePaul University and the CFP® professional designation. I am a member of the Financial Planning Association as well as Chicago Financial Women. I have been active in business and civic affairs in Lake County for many years.
My husband, Rick, and I have two children, Jenny and Jeff, along with my furkids, Goldendoodles Lucy and Winnie. My daughter has set upon the same path as an Edward Jones financial advisor. In my free time you may find me cross-country skiing, hiking or fishing.
Throughout it all, my branch office administrator, Kim Nowakowski, and I are dedicated to providing you with top-notch service. We provide a standard of care that prioritizes your best interests and your level of comfort to help you pursue your greatest goals.
My Personal Interests
- History and Museums
Office Address1110 E Washington St
Grayslake, IL 60030
Phone NumberCatherine Donohoe at (847) 543-1537
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||07:30AM - 04:00PM|
|Sat||By Appointment Only|
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