Shad is Co-Founder of Tri-Oak Private Wealth Management. We work with clients to help bring focus to their goals and build a path to achieve them.

Since 1995, Shad Patterson has been dedicated to helping his clients achieve their financial goals by understanding their needs, offering sound investment advice and providing a level of personal service that exceeds expectations. The focus of Shad's practice is retirement and investment planning. He understands that most clients want income in retirement coupled with close review of tax consequences. 

Before moving his financial practice to Wells Fargo Advisors Financial Network, Shad worked for PaineWebber, a firm later purchased by UBS. He earned his bachelor's degree in economics management from Ohio Wesleyan University. In addition to applicable securities registrations, Shad earned the Chartered Retirement Planning Counselor℠ professional designation and applicable insurance licenses. Shad is also an Eagle Scout from Troop 53 in Athens, OH.

From 2013-2023, Shad has been named to the Platinum Council by Wells Fargo Advisors Financial Network. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Away from the office, Shad enjoys life in Dublin, OH, with his wife, Adele and their three children, Emma, Grace and Max. Interests include golf, basketball and coaching the kids' various teams. Shad and his family are members of Rock City Church, are active volunteers at Karrer Middle School and Coffman High School, and are members of The Country Club at Muirfield Village.

California Insurance License: 0D93943. Resident State OH.

For nearly a decade and a half, in markets good and bad, Jordan has diligently worked with clients to develop personalized investment planning strategies that address the specific needs and concerns of his clients.

In 2005, Jordan began his career as an advisor at Ameriprise Financial, where he established his core investment planning knowledge. From 2007 to 2017, he was a Private Client Advisor with Chase Private Client.

Jordan joined Wells Fargo Advisors Financial Network in 2017 to assemble a team dedicated to providing superior service and personalized financial advice for individuals, families and business owners. He now serves as a Managing Partner and co-founder of Tri-Oak Private Wealth Management. From 2017-2023, Jordan has been honored with the Wells Fargo Advisors Financial Network Platinum Council distinction. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Jordan is a graduate of the University of Findlay in Findlay, OH. There, he earned his Bachelor of Arts in both Finance and Marketing.

Jordan enjoys traveling and spending time with his wife, Liz, and their two daughters Brianna and Ellie. He also dedicates resources to various charitable interests, including Gracehaven and Debbie's Dream Foundation.

California Insurance License: 0H50263. Resident State: OH.

Phil is a Managing Partner and co-founder of Tri-Oak Private Wealth Management. From 2017-2023, he has been honored with the Wells Fargo Advisors Financial Network Platinum Council distinction. This is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Phil began his career at Morgan Stanley as a Financial Advisor developing his core investment planning expertise. He then continued his career briefly as a Financial Analyst at PNC Bank. From 2012-2017, Phil was a Private Client Advisor at JPMorgan.

Phil joined Wells Fargo Advisors in 2017 to assemble a team dedicated to providing superior service and personalized financial advice for individuals, families and business owners.

Phil graduated from Miami University where he received a Bachelor of Science degree in English Literature. He then went on to receive his Juris Doctorate from Capital University in 2009.

California Insurance License: 0L84254. Resident State: OH.

Andy has over 20 years of experience in the Private Wealth Management Industry.  Over those two plus decades, he has been dedicated to serving the unique needs of each of his clients and helping them achieve their financial goals.  In addition, Andy has also been a senior leader and supervisor of branch offices and wealth management teams for the past 15 years.    

Andy began his career with Smith Barney in 2002 in Chicago, as a Financial Advisor, working with clients to define and develop their long-term investment strategies and financial goals.  In 2007, Andy earned his CERTIFIED FINANCIAL PLANNER™ certification and continues to maintain this professional designation.

Beginning in 2007, Andy also held senior leadership roles responsible for leading financial advisors and wealth management teams in the development of their wealth management practices.  Since 2011, Andy served as the Branch Manager for branch offices at both Morgan Stanley and Wells Fargo.

Andy is a graduate of DePauw University in Greencastle, IN.  There he earned a Bachelor of Arts degree in Economics and graduated from the Management Fellows Honors program while also playing varsity baseball. 

In his personal time, Andy enjoys spending time with his wife Tara and two daughters Molly and Emelyn.  He enjoys traveling, golfing, boating and generally being active.

California Insurance License: 4295015. Resident State: OH.