
Douglas L. Meyer, CFP
Managing Director - Investments
PIM Portfolio Manager
Providing professional financial services since 1984, Doug Meyer has built a loyal client base by offering sound financial advice and excellent service. He specializes in serving the needs of high net worth individuals, particularly in the areas of investment, retirement, and estate planning strategies. In 2011, Doug was honored to be named as one of the recipients of the Wells Fargo Advisors Spirit Award. The Wells Fargo Advisors Spirit Award was established to recognize a select group of Platinum Council Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. The Wells Fargo Advisors Platinum Council distinction is held by a select group of Financial Advisors within the firm as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Doug has also been named as one of Forbes’ Best-in-State Wealth Advisors* for the years 2019 - 2025.
Doug began his investment career with Paine Webber, where he served for 10 years before joining Prudential Securities, a predecessor of Wells Fargo Advisors. Doug earned his CERTIFIED FINANCIAL PLANNER® certification in 1991 and has been named as one of Wells Fargo Advisors’ Platinum Council Advisors** from 2006-2025. A graduate of Rutgers University, where he earned a bachelor’s degree in accounting and business, Doug also earned a law degree from the University of Illinois College of Law. Doug is active in his community and serves as the Vice President of CASA Lake County and is a founding member of Cradles to Crayons - Chicago. Doug is a member of the League of American Theatres and Producers and has produced 13 Broadway shows, winning two Tony Awards as a producer for The Producers and Hairspray.
Doug and his wife, Stacey, have lived in Deerfield since 1994. Their son, David, is a writer and lives in Los Angeles. Doug is a lifelong Chicago sports fan. As a die-hard Cubs fan, he was honored to be a ring bearer during their championship season. He enjoys participating in sporting activities such as floor hockey and has an extensive sports memorabilia collection.
*2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/2020. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18.
View award disclosures.
** 2024-2025 Platinum Council: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2006-2023 Platinum Council: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
CA Insurance License #0L39542. Resident State: IL
Managing Director - Investments
PIM Portfolio Manager
CFP

Neil R. Cooper
Managing Director - Investments
PIM Portfolio Manager
Neil Cooper has achieved a distinguished career in financial services by providing exceptional personal service and putting his clients’ interests first. Providing advice since 1984, Neil specializes in investment and retirement planning for successful individuals and their families. In a constantly changing industry, he enjoys getting to help his clients manage the multiple facets of their lives and help realize their goals. He has been named as one of Wells Fargo Advisors’ Platinum Council Advisors* from 2006-2025. Neil has also been named as one of Forbes’ Best-in-State Wealth Advisors** for the years 2019-2025.
Before joining a predecessor of Wells Fargo Advisors in 1992, Neil served as a Vice President and Financial Advisor for Paine Webber. He holds his FINRA Series 7, 63, and 65 securities registrations, as well as his life, health, and long-term care insurance and annuities licenses. Neil earned a bachelor’s degree in business from Arizona State University in Tempe, Arizona, and an MBA in marketing from Roosevelt University in Chicago. He serves on the Investment Committee Board for Little City, a nonprofit that supports children and adults with intellectual and developmental disabilities. He also supports Brothers for Life, a nonprofit organization that helps rehabilitate wounded combat veterans who suffer from physical injuries and PTSD.
A Chicago native and devoted family man, Neil and his wife, Sheri, enjoy spending time with their three daughters, their husbands, and their many grandchildren. An avid reader, Neil has collected more than 2,000 books on baseball, history, and the space program. Additionally, Neil enjoys traveling, playing golf, and playing competitive baseball as a member of the Men’s Senior Baseball League. He also enjoys river rafting and ice climbing and has been lucky to play baseball in professional ballparks across the United States and Puerto Rico.
CA Insurance License #0G48508. Resident State: IL
2024-2025 Platinum Council:
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2006-2023 Platinum Council:
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
** 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/2020. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18.
View award disclosure.
Managing Director - Investments
PIM Portfolio Manager

Jacob M. Drescher
Managing Director - Investment Officer
PIM Portfolio Manager
Jacob Drescher joined the Cooper Meyer Wealth Management Group of Wells Fargo Advisors in 2014. As a Managing Director – Investment Officer, he focuses on comprehensive planning for clients in all career and life stages. Additionally, he works closely with clients on portfolio management and construction, with a special interest in investment planning and management for nonprofit organizations. He finds it rewarding to bring clients relief and joy while achieving lifelong aspirations and help them feel better about their financial health and outlook. In the years 2019-2025, he has been recognized as one of Wells Fargo Advisors’ Platinum Council Advisors*.
Prior to joining Cooper Meyer Wealth Management, Jake worked for 13 years in the nonprofit sector. His roles included Director of Development of the Make-a-Wish Foundation, and Executive Director of Children’s Oncology Services. He also worked as a consultant with Grenzebach, Glier & Associates, focusing on large-scale capital campaign strategy and structure. He received his undergraduate degree in business management at Indiana University, Kelley School of Business, and his MBA from the Quinlan School of Business at Loyola University Chicago. Jake is an active volunteer with some of his favorite charities, including Cradles to Crayons and Lurie Children’s Hospital.
Jake lives in Glencoe with his family, and always looks forward to their annual road trip where they explore sports venues and cultural locations throughout the United States. An avid cyclist, Jake completed two Half-Ironman Triathlons, the Steelhead Half Ironman, and the Michigan Titanium Half Ironman. When he’s not training, you can usually find him at Wrigley Field cheering on the Cubs.
2024-2025 Platinum Council:
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2006-2023 Platinum Council:
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
CA Insurance License # 0L08861. Resident State IL.
Managing Director - Investment Officer
PIM Portfolio Manager

Prior to joining Wells Fargo Advisors, Josh served as a Captain and Commanding Officer in an elite combat intelligence unit of the Israel Defense Forces. After five years of distinguished service, he was honorably discharged and transitioned into the financial industry.
Josh holds his FINRA Series 7 and 66 securities registrations, along with licenses in life, health, long-term care insurance, and annuities. He earned his bachelor’s degree in economics and political science from the University of Illinois at Urbana-Champaign. Josh also volunteers with Brothers for Life, a nonprofit organization dedicated to rehabilitating wounded combat veterans suffering from physical injuries and PTSD.
Josh lives in Chicago with his family. An avid outdoorsman, he enjoys annual fishing trips with his brothers and father, and stays active through playing tennis, weightlifting, and running.
CA Insurance License #4368725. Resident State: IL
Financial Advisor
PIM Portfolio Manager

Carmel attended Northern Illinois University and currently resides in Chicago with her children, Zach and Erika. In her free time, she volunteers with the Special Olympics. She also enjoys going to the gym, walking her dog, Mac, attending concerts, and is a Chicago Cubs fan. Carmel is proud of her 100% Irish heritage, as both of her parents were native Irelanders.
Senior Registered Client Associate

Prior to her work at Cooper Meyer Wealth Management Group of Wells Fargo Advisors, Lindsey obtained her undergraduate degree from Michigan State University. She also holds an MBA from Keller Graduate School of Management. Lindsey lives in Northbrook with her husband, Jeremy, and their two sons, Jake and Ben. In her free time, Lindsey enjoys working out, cooking, and spending time with her family and her dogs.
Client Associate

Jaime Fredman
Assistant Vice President
Senior Registered Client Associate
In 2009, Jaime changed professions and joined Credit Suisse in a support role working in Prime Brokerage before becoming an Analyst on the team. She moved to Chicago in 2015 to live with her now-husband and joined the Credit Suisse Private Bank before transitioning to Wells Fargo Advisors in February 2016.
Jaime lives in Glencoe with her husband and two children. When she is not working, Jaime loves spending time with her family, traveling, and playing tennis.
Assistant Vice President
Senior Registered Client Associate
