Personal

The experiences and accomplishments of one's life complete the picture of a personal background. Here you can learn more about this network representative.

 

One of Kathleen's proudest accomplishments has been to found and lead the "Harvard Business School Club of Chicago Fund". http://www.hbsclubchicago.org/s/1738/cc/index2.aspx?sid=1738&gid=7&pgid=56073  This charitable foundation, started in 2004 with money the alumni club earned several years ago while Kathleen was president, serves to "Educate leaders who make a difference in Chicago". To date, over 50 leaders of non-profit firms have been sponsored by the fund to attend a leadership course at the Harvard Business School. Returning participants claim that this course forever changed the way they run their organizations and helped to take them to their next generation.. Currently, Kathleen is a member of the board of the Fund.

Kathleen spent the first seven years of her work life as a teacher and believes that at the core of her business ethic, the teacher remains. No one likes to be "sold" anything. Clients want to be understood and work with an financial representative who holds the client's best interest as a primary objective. Then, the financial representative's professional duty is to try to help the client find and understand solutions to achieve their objectives. Just as a teacher focuses on each student as an individual, Kathleen focuses on each client as a unique person with distinct personal, financial and professional goals.

As her financial advisory practice matured, Kathleen now focuses on finding creative wealth accumulation, investment,  and estate and income tax solutions for business owners, professionals and senior executives.

Kathleen lived in Naperville, Il for 25 years. Her son, David, is a software engineer in San Francisco; her daughter, Julia, is married and lives in Norfolk, Virginia where she works as an Ocean Mapper with NOAA. Recently, Kathleen relocated to Denver, Colorado where she continues her financial advisory practice with existing and new clients although with much better views out her office window!

 

 

Kathleen M Jackson, CLU®

Financial Advisor

  • Office 630-353-2346
  • Fax 630-929-8097
  • Mobile 312-399-6856

 

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