Edward Jones-Financial Advisor: Katie Wresch AAMS AWMA

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Lake in the Hills, IL
Edward Jones-Financial Advisor: Katie Wresch AAMS AWMA

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I love to work with individuals, families and businesses to create realistic financial goals and implement personalized processes to accomplish them. Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a positive difference in the lives of families in my community. My experience as a Mortgage Advisor for 23 years has allowed me the honor of helping thousands of families realize their dream of homeownership. Sometimes this meant helping navigate out of debt and sometimes to avoid financial pitfalls. I learned that many people don't know where to begin investing, some think they need to have a lot of money to get started, or are simply afraid. I joined Edward Jones to help people further expand their financial possibilities and eliminate their financial fear. Having raised 3 children, I have the experience of juggling a full-time career while being a Mom as well as a Landlord for multiple rental properties. Although these child rearing years were hard work, these experiences allow me to bring knowledge and understanding that I hope will resonate with you. In my spare time, I love to gather with people, but I also enjoy the peaceful solitude of reading a good book and gardening. My favorite people centered activity is sharing a meal with the people I love and my go-to books are about nutrition and natural health. My garden is my little part of the world where everything seems to make sense. I love watching how my plants remind me of the wonder of Mother Earth and the possibilities of the unknown as I enjoy the harvest they offer. At Edward Jones, I'd like to partner with you to make sense of investing, plant your seeds and help you nurture your harvest and the goals of your life.
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10/25/2026

Life can bring twists and turns. I can help create financial strategies you feel comfortable with when the unexpected happens. Let's find your way forward.

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10/23/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

10/21/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

10/20/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4BcT88t

10/19/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

10/17/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/15/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

10/13/2026

Your credit score has a big impact on your ability to buy a home. We have 7 actions you can take to work on improving your score!

Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

10/11/2026

Not sure how to start your journey toward the financial goals you want to achieve? Check out these 10 investing “rules of the road” that can help you get moving in the right direction.

Tips for reaching your goals

10/09/2026

Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are some practical ways to stay focused during periods of market volatility and avoid reactive decisions that could derail you from your long-term financial goals: https://bit.ly/4jPxXCR

Address

4581 Princeton Lane Suite 123
Lake In The Hills, IL
60156

Website

http://www.edwardjones.com/katie-wresch

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