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 served as both a Managing Director – Investment Officer and principal partner with the Northshore Group. He is now proud to be a part of &Partners, where he continues to serve clients.
Stan takes a consultative approach to wealth management. His focus is to execute the client plan, to create wealth, and to preserve and prepare 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, 2024, and 2025.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (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.
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).
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).
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