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 founding Tri-Oak Private Wealth Management, LLC, Shad worked at Wells Fargo Advisors and began his career at PaineWebber, a firm later purchased by UBS.  He moved his practice to Wachovia, which was later purchased by Wells Fargo.   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 one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

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 and basketball. Shad and his family are members of Rock City Church 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 2017-2025, 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 one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

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.

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. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

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.

As a Financial Advisor, Brad is dedicated to helping his clients meet their financial needs and goals.  Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, he can help design a path to your life goals.  Before entering the financial services industry, Brad graduated from Cedarville University with a degree in Accounting.  He previously worked as a Managing Director in the Dublin, OH office of Wells Fargo Advisors and joined Tri-Oak Private Wealth Management in the spring of 2024.  Brad takes pride in working for a practice that puts his clients first.

Brad’s mission is to help each one of his clients plan for a financial future in a way that best meets their goals.  With 28 years of investment planning experience, Brad’s commitment doesn’t end there.  Away from the office, he is involved with Grace Brethren Church at Polaris.  He also enjoys disc golf and pickleball.  Brad and his wife live in Westerville, Ohio with their two children.  He looks forward to extending his services to you and your family.  Together, we can discuss financial strategies designed to fit your unique situation.

As the newest member of Tri-Oak Private Wealth Management’s advisory team, Wendy’s passion is to take complex situations and build clearly defined investment plans from the ground up. With over two decades of experience as an investment planner, she’s found deep client relationships to be incredibly rewarding.

Prior to joining Tri-Oak, Wendy built strong relationships with her clients by providing clarity, guidance, and support during her time at UBS and Wells Fargo Advisors. She backs up her long career as a financial advisor with education from Boston University as well as a BS in Business Administration with an emphasis in Finance from Hawaii Pacific University.

Originally from Hawaii, Wendy and her husband Keith live in Dublin, OH where their two children, Karys and Daniel, both attend Dublin Jerome High School. Wendy stays active in the community as the Dublin Jerome PTO co-treasurer and part of the Key Communicator Program with the Superintendent of Dublin City Schools. Outside of that, the family enjoys spending time with each other and their neighbors as well as spending part of their summers in Vermont!

Backed by more than 18 years of experience in the financial services industry – and having supported Jordan Matola, Managing Partner, since 2012 – Chris regularly utilizes his organizational skills, attention to detail, empathy, and patience to help Tri-Oak Private Wealth Management meet the needs of their clients.

After graduating from DeVry University with a bachelor's degree in Business Administration, Chris served as a Personal Banker at Chase Bank for three years. Afterward, he began working at J.P. Morgan Chase, where he met Jordan and worked as an Investment Assistant. Chris then joined the team during their transition to Wells Fargo Advisors in 2017.

Away from the office, Chris loves spending time with his wife, Brianna, and their two daughters, Eileah and Emmy. Chris is very passionate about building housing for and working to help those in need of disaster relief.

As an industry veteran with more than 30 years of experience, Lori has a keen sense of awareness when listening to new clients describe their goals for the future. She deeply values each relationship she has formed, and in many instances, she considers clients as members of her own family.

Prior to joining Wells Fargo Advisors Financial Network, Lori held client-centric roles at Ameriprise Financial and J.P. Morgan Securities, having worked at each firm for 14 years. Before entering the industry, she earned her Bachelor of Science in Liberal Arts from The Ohio State University.

As a Senior Registered Client Associate with Tri-Oak Private Wealth Management, Lori is proud to work for a team of people with different strengths, areas of expertise, and life experiences – all of which she believes add value to their clients and make the team stronger.

A resident of Grandview Heights, OH, Lori remains very close with her family, and she is currently the primary caregiver for her 97-year-old mother. She also has many amazing, long-time friends who fill her life with joy.

Erin Steele brings an impressive background in administrative support to her role as the newest Client Associate at Tri-Oak Private Wealth Management. With experience in both the real estate and financial services industries, Erin is proficient when streamlining operations for advisors and clients alike.

With a proactive approach, communication, and teamwork, Erin coordinates the many moving pieces of the client onboarding process to create a seamless experience for everyone involved. Clients recognize her passion for connecting on a deeper level, helping to establish strong interpersonal relationships with them.

Erin’s heart for other people extends beyond her work at Tri-Oak. She is committed to giving back to the community and spends much of her free time volunteering at several organizations. Outside of that, Erin enjoys traveling, reading, and spending time with her family!

Kelli West brings a wealth of experience from her previous role at an investment firm to her new position as a Client Associate at Tri-Oak Private Wealth Management. With a background in administrative support and a dedication to seamless client service, Kelli is well-equipped to assist clients in achieving their investment goals.

Known for her ability to connect with new individuals, Kelli thrives on building strong relationships and ensuring efficient communication with clients. Her proactive and collaborative approach ensures that each person receives personalized attention and a smooth transition into the wealth management services offered at Tri-Oak.

Outside of the office, Kelli enjoys spending quality time with her family, including outdoor activities like skiing, camping and hiking with her husband and two beloved Golden Retrievers by her side.