The Northshore Group was built by a close-knit team of professionals with the common goal of personalizing the financial planning process with the greatest possible care and trust.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
Meet our team.
Every member of The Northshore Group brings a distinct skillset. Together, we focus on helping you make confident, meaningful financial decisions.
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Stanford Slovin
Partner – Managing Director
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Jonathan Neuman, CFP®, ChFC®, AIF®
Partner – Managing Director
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Patrick Callaghan
Partner – Managing Director
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Chin Hui (Lisa) Su
Partner – Managing Director
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Irene Kapusciarz
Director of Client Relationships & Operations
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Gidon Neuman
Client Associate
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Trevor Merkley
Client Associate
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Ellen Liu
Client Associate
Our Vision
Advice with heart.
Our vision is to offer a place of genuine connection and community. Our relationship with you is important, and we want you to feel like extended family.
Our Values
Standards that matter.
We shape our process around certain values, and this reflects how we work with each other and with you every day.
Integrity
Honest conversations and transparent practices, even when they’re difficult.
Generosity
Sharing insights and time freely, without expectation of return.
Active Listening
Making space to truly understand before offering suggestions or solutions.
Committed to community.
We believe in our responsibility to contribute positively to the communities where we live and work.
Knowledge Sharing
We host numerous events, seminars, and educational experiences throughout the year—including our monthly speaker series and the annual “Evening on Wall Street.” These gatherings bring together clients and community members to learn from leading market voices and industry thought leaders.
Local Organization Support
We’re active in chambers of commerce, Rotary Clubs, and community organizations throughout Chicago’s Northshore area, while also supporting the charities and causes our clients are passionate about.
Charitable Initiatives
We’re involved with numerous charitable causes that align with our values and the interests of our team members.
Professional Mentorship
We’re always happy to share what we’ve learned with newer advisors—because when the industry gets better, everyone wins.
