Margherita M. Johnson, CFP^®, MBA

Rita has been advising clients for over 20 years. She focuses on personalized financial services, including retirement planning, college planning, and family asset protection. Rita graduated from the University of Illinois at Chicago with a Bachelor of Science degree and from Saint Xavier University with a Master of Business Administration degree. She is a CERTIFIED FINANCIAL PLANNER® professional and holds multiple securities registrations including the Series 6, 7, 63, 65, and 24, plus licenses for Life and Health Insurance, as well as Long-Term Care Insurance allowing Rita to offer a full range of financial products to clients, including stocks, bonds, mutual funds, and annuities through Lincoln Investment.