The Northshore Group

About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Request Information

Location

We’re conveniently located. Give us a call or stop by.

Meet Our Team

Patrick Callaghan

Managing Director – Investment Officer
Senior PIM Portfolio Manager

Phone: 847.572.4313
Email: patrick.callaghan@wfadvisors.com

Stanford Slovin

Managing Director – Investment Officer
Senior PIM Portfolio Manager

Phone: 847.572.4314
Email: Stanford.slovin@wfadvisors.com

Jonathan Neuman, CFP, ChFC, AIF

Managing Director – Investment Officer
Senior PIM Portfolio Manager

Phone: 847.572.4321
Email: Jonathan.neuman@wfadvisors.com

Chin-Hui (Lisa) Su

Senior Vice President – Investment Officer
Financial Advisor

Phone: 847.572.4318
Email: lisa.su@wfadvisors.com

Irene Kapusciarz

Vice President
Senior Registered Client Associate

Phone: 847.572.4328
Email: Irene.kapusciarz@wfadvisors.com
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 Rooney

Client Associate

Phone: 847.572.4329
Email: isabelle.rooney@wfadvisors.com

Jaime Fredman

Senior Registered Client Associate

Phone: 847.572.4315
Email: jaime.fredman@wellsfargoadvisors.com
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.

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2025 Wells Fargo Clearing Services, LLC. All rights reserved.