Financial Advisor & Wealth Manager

Kathleen Panek-Rickerson is a Financial Advisor and Wealth Manager serving individuals, families, and business owners throughout the Chicago area. With more than 20 years of experience as an entrepreneur, CEO, and business owner, she brings a practical, real-world perspective to financial planning and wealth management.

Kathleen believes financial advice should be personal, thoughtful, and tailored to each client’s unique circumstances. Whether helping clients prepare for retirement, navigate major life transitions, manage investments, plan for education expenses, or make complex financial decisions, she focuses on creating strategies that align with both financial goals and personal values.

What sets Kathleen apart is her firsthand experience building and leading businesses across multiple industries. Having navigated the challenges of entrepreneurship herself, she understands the opportunities, risks, and decisions business owners and families face every day. This perspective allows her to connect with clients on a deeper level and provide guidance grounded in real-life experience.

Education & Experience

• Bachelor’s Degree in Marketing & Business, Illinois State University
• Graduate-level coursework in Secondary Education & Business, Benedictine University
• Member, Kappa Delta Pi International Honor Society in Education
• Former CEO of a national IT corporation serving Fortune 500 clients across the United States and internationally
• Entrepreneur with experience in financial services, technology, real estate, photography, and business development

Personal

Kathleen lives in Saint Charles, Illinois, with her daughter and their rescue dogs. She is a passionate advocate for animals and enjoys gardening, traveling, photography, horse racing, and spending time outdoors. Her commitment to community, lifelong learning, and meaningful relationships influences both her personal life and her approach to serving clients.

Kathleen works closely with her clients, striving to be a trusted resource and long-term partner as they pursue financial clarity and confidence through thoughtful, personalized strategies.