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Cathy Jones

Here to act in your best interests

About me

I have been working with clients since 2007. As a dedicated financial planner, I provide comprehensive and holistic planning to help my clients reach their financial goals, no matter where they are in their journey. Outside of finance, you’ll often find me hiking with my family or enjoying my passion – all things sports.




Bachelor of Arts, St. Ambrose University

Bachelor of Arts, St. Ambrose University

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Chicago IV - Northbrook

3100 Sanders Road
Suite 125
Northbrook, IL 60062

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning