Growing up on farmland in rural Illinois, I was raised with modest means. Our family saw times of both abundance and hardship. I was taught the value of a hard day's work and saving money. Proactive planning was very important and helped our family lean into our dreams to achieve them. No doubt in my mind, this is what led me to the field of finance. The relationship I have with my clients, both individuals and families, is at the foundation of my business. There is a special place in my heart reserved for helping women, whether they are married or solely responsible for managing their wealth due to a divorce or loss of a loved one. I have been through challenging life transitions myself and I will help you through it. I am passionate about helping women face their future with an overwhelming amount of confidence, versus from a place of stress or worry.
What can you expect from me?
Partnership, professionalism, thoughtful listening, respect and integrity. It is my great joy and deep responsibility to help others set goals and gain a sense of control over their future with my established process.
I joined Edward Jones in 2007 and have worked in the financial services industry for nearly two decades. I have been a proud member of the Lake Zurich/Barrington community for over 15 years. Serving the community is important to me. I am actively involved in the Chamber of Commerce, Ms. Business Association and other various volunteer activities within the community. When I'm not in the office, I love playing sports and going on adventures with my son, Jaxon. I enjoy reading, traveling and practicing Pilates, and you will often find me walking our serene local lake path with my sweet Golden Retriever.
Every individual I meet has a different story. It is a privilege to serve as a guide with something so personal and meaningful as a person's finances. I invite you to experience the dedication and focus you deserve. It all begins with a conversation. I would love to hear from you.
Focus areas
- Portfolio Reviews
- Retirement Savings Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
Office Information
Office Address
52 E Main StLake Zurich, IL 60047 opens in a new window
Phone Number
Kathleen E Liggins at (847) 550-1687Branch Team
- Margot Armstrong
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Margot Armstrong
- Sr. Branch Office Administrator
Branch Team
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