525 Tyler Road Suite T
St. Charles, IL 60174
I am a Financial Advisor and Wealth Manager who loves to help businesses and families to build a solid foundation. I help by managing and organizing your financials, positioning assets & investments, analyzing market trends, reducing financial risk and I prepare a plan for the various adjustments that life throws your way and ultimately guide you to the financial goals you want to achieve.
My vast experience as an entrepreneur, businessperson, CEO, mom, wife, animal lover and friend makes me extremely knowledgeable about life, business, and how things change. Whether it is deciding how to pay for your child(ren)/grandchildren’s college, making the choice to buy a new car, buy or sell a house, getting to the retirement you deserve, or helping to sell your business you worked hard to build and grow, I am here for you.
My attention to detail, ability to respond to your needs and wants is just part of what I do as your financial team. I value having meaningful relationships and I truly want to help. I always have your goals in focus, and although your goals may change year to year, I am here for you to help guide you through the good and the bad.
My undergraduate degree at Illinois State University in Marketing & Business with a minor in sociology has helped me have a broad understanding of business systems, processes, and people. I also went back to graduate school for secondary education with a focus on business at Benedictine University, and a member of Kappa Delta Pi, International Honor Society in Education.
I am a lifelong serial entrepreneur and lifelong learner. I have started several companies, including Information Technology, Real Estate, Photography, and a photography app.
As CEO, my Information Technology Corporation was nationwide with W2 employees at top 500 company clients from Seattle, California, Texas, Louisiana, Chicago, New York, and even International in the Dominic Republic. I am taking this experience, to help other businesses thrive and assist with a solid financial plan.
I have lived in the Chicagoland area all of my life starting on the south side to Downers Grove and Burr Ridge and now I currently live in Saint Charles, Illinois, with my husband, Tim, daughter, Kaylee, four dogs, and my cat. I enjoy spending time with my family and animals, traveling, gardening, all outdoor water sports, taking nature walks, photography, painting, and volunteering at various Animal Shelters (for dogs, cats, and horses too!). I serve on the President’s Council board at Anderson Animal Shelter and other committees. I believe that dogs, cats, and animals are the best thing to happen to mankind! You probably can guess, I am a vegetarian too.
Kathleen Panek-Rickerson is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Kathleen provides investment advisory services through Total Clarity Wealth Management, an SEC registered investment adviser doing business as Beyond Wealth Management, Inc.. Neither Total Clarity Wealth Management nor Beyond Wealth Management, Inc. are affiliates of LPL Financial.