Senior Vice President
Lee Goodrick is a Financial Advisor with over 25 years of experience providing comprehensive wealth management to individuals, families, businesses and organizations. He believes in building client relationships based on trust and integrity. With his extensive understanding of investments, Lee provides education and straightforward communication, working with clients to design and implement customized solutions to help them achieve their goals.
Lee is skilled in the elements of portfolio management, including defining financial goals, timeframes, and risk parameters, setting asset allocation ranges, selecting securities, and monitoring risk and volatility. His focus for the individual investor includes retirement and estate planning, education funding, and total portfolio management.
Lee graduated from the University of South Florida. He is a fully registered securities representative and holds FINRA Series 7, 63, and 65 Licenses in addition to an Illinois Life, Health, and Variable Insurance License and is certified for Long-Term Care Insurance. Lee resides in the Western suburbs with his wife, Beth, and their sons.
The Goodrick Team is the husband and wife team of Lee Goodrick and Beth Goodrick with support from Maria Catalan and Lisa McCarthy.
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