Patrick has been registered since 1998 in the financial services industry and was with Morgan Stanley prior to joining Wells Fargo Advisors.

Patrick is knowledgeable in retirement planning and asset management.


He graduated from Loyola University in 1992 with a Master’s Degree (MS) in Industrial Relations. He received his B.A. from Loyola University in Psychology in 1986 where he was honored with an outstanding scholarship award.

Patrick has been an active member of the Rotary Club of Glenview Sunrise since 2009, serving as President in 2022-2023, and was a youth hockey coach from 2009 to 2017, and was a board member for the Epilepsy Foundation of Greater Chicago for 12 years.

Patrick was named as one of the Forbes Best-In-State Wealth Advisors* in 2022, 2023 and 2024.

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 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Patrick resides in Glenview, Illinois with his family.

CA Insurance License Number: 4227874. Resident State [IL].

Stan has over 30 years of experience providing wealth management services to high-net-worth individuals, families, and business owners. He spent the early part of his career with Smith Barney, Morgan Stanley, and UBS.  In 2015, Stan joined Wells Fargo Advisors and currently serves as both a Managing Director – Investment Officer and principal partner with the Northshore Group.

Stan takes a consultative approach to wealth management. His focus is to execute the client plan, to create wealth, and to preserve and protect that wealth through long-term asset allocation and diversification, all within the context of a client’s goals.

Stan earned his Bachelor of Science degree in Finance from the University of Illinois (Champaign-Urbana). He also holds a Juris-Doctorate from The University of Illinois Chicago School of Law. Stan is a non-practicing Illinois licensed attorney, a member of the Illinois Bar, and an affiliate of the Chicago Bar Association. Stan holds Series 3, 7, 63, 65 Securities Registrations and Illinois Insurance licenses.

Outside of the office, Stan is actively involved in numerous charitable organizations. He is the president of Rebecca’s Dream, a 501(c)(3) organization focused on Mental Health. He is also involved in Friendship Circle and Buddy Baseball, charitable organizations providing programs and resources to special needs children. Stan’s music passion includes performing in the annual Chicago Bar Show and playing keyboards in a rock-n-roll band. He and his wife, Jodi, have two children Joshua and Abby, as well as two mini-golden-doodles (Stockton and Romeo).

Stan was named as one of the Forbes Best-In-State Wealth Advisors* in 2023 and 2024. 

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 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: OE71942. Resident State [IL].

Jonathan joined Morgan Stanley in 2001 and came to Wells Fargo Advisors with the rest of the team in 2015.  Prior, he was an equity partner in a boutique investment bank underwriting healthcare facilities. 

Jonathan received his MBA from DePaul University and his Bachelor’s Degree in Business from the University of Illinois at Chicago, where he was inducted into the National Honor Society of Business Students. 

Jonathan holds a Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards and a Chartered Financial Consultant (ChFC™) designation from the American College.  He is also an arbitrator for the Financial Industry Regulatory Authority (“FINRA”). Most recently, Jonathan earned his Accredited Investment Fiduciary (AIF®)designation.

Jonathan focuses on income planning to assist retirees in achieving a comfortable and predictable retirement.  He and his wife Chevy reside in Skokie, Illinois with their children residing in both Chicago and Israel.

CA Insurance License Number: 4227876. Resident State [IL].

Chin-Hui (Lisa) Su has been registered since 2002 in the Financial Services Industry.

Prior to joining Wells Fargo Advisors, she was an Associate Vice President and Wealth Advisor at Morgan Stanley and a case manager in financial planning with Lincoln Financial Advisors.

Chin-Hui (Lisa) Su focuses on investment planning and asset management with a specialty in retirement income strategies, retirement planning strategies and wealth management.  Chin-Hui (Lisa) Su works closely with individuals, families and business owners.  Chin-Hui (Lisa) Su came to the United States in 1995 from Taiwan. She received her B.A. from National Taiwan University and earned her Master’s Degree in Sociology from Essex University in the United Kingdom.

Aside from English, Chin-Hui (Lisa) Su is fluent in both Mandarin and Taiwanese. She currently resides in Deerfield, Illinois.  Her state of domicile and principal place of business is Illinois but has clients residing throughout the United States.


CA Insurance Producer License Number [OL26020]

Irene leads all client service activities for the Northshore Group of Wells Fargo Advisors.  Starting her career in the financial services industry in 1999, Irene has extensive knowledge in handling clients’ operational and administrative requests.

She enjoys cultivating relationships with our clients and is an integral part of the team’s success.  A proactive problem solver, Irene currently holds FINRA Series 7 and 66 securities registrations.

Irene is also fluent in Polish and resides in Palos Park, Illinois.

Isabelle began her career in the financial services industry with The Northshore Group in 2021. Aside from operational responsibilities, her core focus is on Financial Retirement Planning, Marketing, and Event Coordination.

Isabelle compliments the team with her experience in the fields of Market Research, Public Relations, and Client Services.

In 2019, Isabelle earned her Bachelor’s degree from the University of Illinois Urbana-Champaign. She currently resides in downtown Chicago.

Jaime grew up in Croton-on-Hudson, NY. She holds a BA in Business Administration from Muhlenberg College in Allentown, PA. She began her professional career in the fashion industry in New York City at Gucci before moving to the textile company, Pierre Frey.

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 currently 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.