Find an Expert

Find an Expert

Find an Expert

Find an Expert

Lisa McCarthy Registered Financial Associate

Lisa McCarthy, FPQP®

Registered Financial Associate

Wintrust Investments

Lisa McCarthy began her financial services career in 2012. She prides herself on providing excellent client service, operational efficiency, and attention to detail in a high performance and fast-paced environment.

Lisa holds FINRA Series 7, 63, and 65 Licenses, in addition to Illinois Life and Health insurance licenses. She has also earned the Financial Paraplanner Qualified Professional designation from the College of Financial Planning. She lives in the Western Suburbs with her family.

The Goodrick Team is the husband and wife team of Lee Goodrick and Beth Goodrick with support from Maria Catalan and Lisa McCarthy.

Financial Paraplanner Qualified Professional and FPQP are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

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Ready to start a conversation?

Call us at 630-545-4347 or:

Serving Clients At:

Wheaton Bank & Trust - County Farm

370 S. County Farm Rd.

Wheaton, IL 60187