Todd’s Education & Credentials

• BA with honors, International Business, Ohio Wesleyan University
• Interim Studies, John Knox School of International Business in Geneva, Switzerland

Andy advises entrepreneurs, business owners, family offices, and other wealthy families across multiple generations and geographic regions. Taking a holistic approach to wealth management, he helps clients work toward their goals utilizing customized asset allocations and investment plans while overseeing the implementation and management of each client strategy.
 
Prior to joining Wells Fargo Advisors, Andy was a Director at Credit Suisse Private Banking, where he co-led one of the largest teams in the Midwest (along with PCG Financial Advisor Todd Showalter). Previously, he was a Vice President at Lehman Brothers Private Wealth Management. Before transitioning into wealth management, Andy was a Manager within Accenture’s Financial Services practice.

Andy lives in Western Springs, IL with his wife. In his free time, Andy enjoys reading, skiing, playing golf, and traveling, often visiting his adult and college-aged children. 

Andy’s Education & Credentials:
·         BA with Honors, English Language & Literature, University of Chicago
·         MBA with concentrations in Finance & Accounting, University of Chicago Booth School of Business

CA Insurance License Number 4001885. Resident State IL

Jason joined Wells Fargo Advisors after spending two years at Credit Suisse Private Banking and four years in Private Wealth at JP Morgan’s Private Client Services, as well as Chase Investment Services. Jason is an integral part of the team as he is responsible for overall team operations. Additionally, his knowledge of the financial markets– coupled with an experienced understanding of client needs– allows him to process requests accurately and efficiently.

Jason lives in Mundelein, IL, with his wife and two kids. In his free time, Jason enjoys coaching his sons’ youth sports teams.

Jason’s Education & Credentials
·         BBA in Management and Finance, University of Iowa

Patrick assists the team in a wide array of areas, including client management, performance analysis, and trade-related processes. Patrick started his career in wealth management as an intern through his college years.

Patrick graduated from Northern Illinois University in 2018, shortly thereafter joining the Showalter McCormick Financial Group. Patrick was a scholarship student athlete, competing for the University’s Division I golf team. Patrick is a level II candidate for the CFA Charter.

In his free time, Patrick enjoys spending time with friends, golfing, or rooting for the Chicago Bears, Bulls, or White Sox. He resides in Chicago, IL.

Patrick’s Education & Credentials

• B.S. Finance, Marketing Minor, Northern Illinois University