Meet the Team

Todd joined Wells Fargo Advisors in 2016, with almost 25 years of wealth management and capital markets experience. Todd has worked extensively with entrepreneurs, corporate executives, private equity partners, and family offices focusing on concentrated wealth management, asset allocation, investment selection, hedging/monetization strategies, and estate investment planning.

Prior to joining the firm, Todd was a Director in Credit Suisse’s Private Banking division for seven years, where he co-led one of the largest teams in the Midwest (with current Wells Fargo Advisors Financial Advisor, Andy McCormick). Previously, he was one of four Senior Vice Presidents within Lehman Brothers’ Midwestern Private Investment Management group.

Before joining Lehman Brothers, Todd worked as a Senior Private Client Advisor at Banc of America (previously Montgomery Securities) for four years. Prior to Banc of America, he worked in Institutional Sales & Trading at Mesirow Financial for eight years. Initially, Todd was a fixed income trader at Society National bank.

Todd resides in Park Ridge, IL, with his wife and three children.

Todd’s Education & Credentials

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

CA Insurance Producer License Number 4001888

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 implementation strategies. In doing so, Andy enlists in-house expertise to devise long-term tactical opportunities and risks.

Prior to joining Wells Fargo Advisors, Andy was a Director at Credit Suisse Private Banking for seven years, 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 for seven years.

Before transitioning into wealth management, Andy worked at Andersen Consulting (now Accenture) for four years, where he was a Manager within the Financial Services practice. Andy worked at Productivity Point International for two years after graduating from the University of Chicago in 1994. He also completed his MBA at the University of Chicago Booth School of Business.

Andy lives in Western Springs, IL, with his wife and three children.

Andy’s Education & Credentials

• BA with honors, English, University of Chicago
• MBA University of Chicago Booth School of Business

CA Insurance Producer License Number 4001885

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 and 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 understanding client needs – allows him to process requests accurately and efficiently.

Jason lives in Mundelein, IL, with his wife and two kids.

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 currently studying for his CFA Charter and is a Level II candidate.

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
• Passed CFA Level I, June 2019