GOODWORTH WEALTH MANAGEMENT - Key Persons
Candy worked at Palos Bank and Trust for 20 years. She worked in the Loan Department, Mortgage Department, Marketing Department and Investment Department. She had the good fortune to also work with Chris O'Gara for 22 years, 12 years at the bank, and then 10 years at his Palos Heights office. She is now happy to be a part of the Goodworth Wealth Management team.
Job Titles:
- Wealth Management Assistant
Kevin has over 30 years of investment experience. Kevin was named Head of the Stable Value team at BNP Paribas where he managed nearly $5 billion in assets. He serves as a member of the Association for Investment Management and Research and the Investment Analysts of Chicago.
Job Titles:
- Client Relations Assistant
With a distinguished career in education spanning more than 25 years, Michelle brings deep expertise in strategic planning and an ongoing dedication to helping others to Goodworth Wealth Management. Leveraging her strong organizational skills and background in supporting successful, family-operated financial services business, Michelle helps with special events where clients can network and learn more about maximizing investment outcomes.
Job Titles:
- Registered Representative
Paul Goodworth is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
A 35-year veteran of the Investment advisory industry. Paul is credited with the formation of Goodworth Kitchie & Associates and now is heading the team of Goodworth Wealth Management. Paul holds the prestigious Accredited Investment Fiduciary (AIF®) designation from the Center of Fiduciary Studies at the University of Pittsburgh. He is committed to providing clients a value-oriented approach to wealth management based upon a comprehensive wealth management philosophy
Rick has over 33 years of experience in the Investment and Financial Planning fields. He started his career at the Harris Bank, now BMO Harris, as a Municipal Bond Trader and Underwriter. For five years, he worked on Municipal Bond Syndicates and on the Trading Desk, evaluating municipal bonds for the bank's clients. He achieved the title of Vice President while at the bank.
Mr. Dowdle spent the last 28 years in Annuity Distribution and Planning. He started at Life of Virginia in 1990 as a Regional Vice President Wholesaler and was quickly promoted to become a Divisional Sales Manager. In 1998, he joined Ohio National Financial Services as a Vice President-Divisional Sales Manager. He managed a team of Regional Vice Presidents that covered the Western half of the United States. He and the team engaged in assisting advisors with Financial Planning, focusing on Retirement Planning and creating income streams in retirement.
Richard joined Goodworth Wealth Management in October 2019
Rick's new role at Goodworth Wealth Management will be multi-faceted. His primary role will be coordinating the Financial Planning component for all Goodworth Wealth Management clients. In addition, Rick will coordinate the educational and enrollment sessions for retirement plan clients.
Mr. Dowdle earned his Bachelor of Science degree in Finance from the University of Illinois and his MBA in Finance from the University of Chicago. He holds the Series 6,7, 26 and 63 registrations with LPL Financial. He maintains an Insurance License in Illinois and has achieved the Retirement Income Certified Professional (RICP) designation. He resides in suburban Chicago with his wife and six children.
Job Titles:
- Client Relations Assistant
Steven Patzke joins us after 10 years of experience working in secondary and higher education. As a licensed social worker, he brings a behavioral finance background to our team. Steven's undergraduate and graduate studies were done at Loyola University Chicago and Boston College, respectively. His finance planning and investment education was completed through Northwestern University. He looks forward to working with clients to pursue their wealth management goals.