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Lee Goodrick is a Financial Advisor with over 30 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 strategies to help them address their goals.


Lee is skilled in the elements of investment 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 investment 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 Illinois Life, Health, and Variable Insurance Producer Licenses and is certified for Long-Term Care Insurance. Lee resides in the Western suburbs of Chicago, Illinois with his wife, Beth, and their sons.

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

 

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Ready to start a conversation?

Call us at 847-385-7046 or:

Serving Clients At:

Village Bank & Trust - Main

234 W. Northwest Hwy

Arlington Heights, IL 60004

Lee Goodrick also serves clients by appointment at the following locations: