Experience
Rob earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1999. To earn the CFP® designation, Rob had to complete an approved education program, pass a examination and meet stringent experience requirements. Rob also adheres to a professional Code of Ethics and fulfills annual continuing educational requirements to remain aware of current planning strategies and financial trends. He was named as one of Forbes’ “Best-in-State Wealth Advisors” in Illinois from 2019–2022 and was most recently ranked 41st in the state of Illinois excluding Chicago for 2022.
When he’s away from the office, Rob enjoys spending time with his family, traveling, paddle tennis, and skiing.
Arkansas Insurance #363012
*2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (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. Fee paid for use of logo.
CFP®
Marc earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1994. To earn the CFP® designation, Marc had to complete an approved education program, pass a rigorous examination and meet stringent experience requirements. Marc also adheres to a professional Code of Ethics and fulfills annual continuing educational requirements to remain aware of current planning strategies and financial trends. Marc complemented the CFP® certification in 2006 by earning his Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning.
Marc was named by Forbes as one of the Best-in-State Wealth Advisors, ranked No. 124 in Illinois excluding Chicago for 2022.*
Marc is a resident of his hometown, Antioch, IL. He and his wife, Nancy, enjoy the lifestyle afforded by Antioch’s country location and proximity to the Chicago and Milwaukee metropolitan areas. In his spare time, he enjoys traditional outdoor sports. He is a member of the “Des Plaines Wetlands Conservancy” and the “Halter Wildlife Inc.” in Pleasant Prairie, WI. Marc also enjoys cooking and entertaining family and friends. Year round you can find him and his family enjoying the Fox Waterway on the Chain of Lakes. Marc is an active member and former President of the Antioch Rotary Club. He also served on Antioch’s Downtown Redevelopment Board, is a former member of the Antioch Chamber of Commerce, and serves on the Antioch Downtown Economic Development Task Force.
Arkansas Insurance #333668
*The 2022 Forbes Best-in-State Wealth Advisors rating algorithm (awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com)). 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. Fee paid for use of logo.
CFP®
Rich holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, a credential that required him to complete an approved education program, pass a rigorous exam, and meet strict experience standards. He continues to adhere to a professional Code of Ethics and meets annual continuing education requirements to stay updated on the latest financial planning strategies and trends.
Rich has built his career in financial services over the past three decades. He began his financial career at the CME Group (formerly CBOT) as an independent floor trader. Over time, he advanced to owning his own trading, brokerage, and clearing firm. In 2010, after years of advising CME clients on long-term wealth strategies, he joined Wells Fargo Advisors. And in 2022, joined practices with Robert Weis to create Center Coast Private Wealth Management.
A dual-degree holder in Finance and Management from Ohio University School of Business, Rich was a scholarship athlete and the starting center for the MAC Conference Champion and NCAA Tournament basketball teams. His athletic journey continued as he played professional basketball before beginning his finance career.
In his downtime, Rich enjoys traveling with his wife, Mary Roxanne, and is a dedicated supporter of her work on the Auxiliary Board of The Ross K. MacNeill Foundation for Pediatric Brain Cancer Research. Rich maintains an active lifestyle, beginning each day with a 5 am workout, playing paddle tennis several times a week, and savoring moments of relaxation on the beach with a good book and a cold beverage.
Rich and Mary Roxanne reside in Lake Bluff with their dog Oliver, an Australian Shepherd / Poodle mix.
Arkansas Insurance #16183948
California Insurance #4381056
CFP®, AIF®
Louise takes a personal and comprehensive approach to each clients’ goals, striving to develop a long-term relationship and helping them meet their desired financial outcome through careful planning and guidance. She holds credentials as a Chartered Retirement Planning Counselor™ (CRPC®) and as an Accredited Investment Fiduciary™ (AIF®).
Louise was born and raised in England, where she met her husband Sean while he was stationed there for the United States Navy. They enjoyed many years stationed overseas, before settling down in Kenosha, WI with their two children Maddy & Mason. In her free time, Louise enjoys travelling, skiing, and spending time with her family.
Arkansas Insurance #19712339
CRPC, AIF®
Lucas enjoys playing and watching sports, being active, travelling to new places, and spending time with family. He has grown up in Libertyville for most of his life, and he and his wife, Jessica, recently bought a townhome in Libertyville.
California Insurance #17616772
CFP®
Our Staff
Anastasia prides herself on providing excellent customer service, attending to customer needs and building strong professional relationships resulting in exceptional customer experience. Anastasia is responsible for opening/maintaining customer accounts, managing transactions and responding to client inquiries.
Anastasia is a graduate of Lake Forest College and lives in Lake Forest with her husband, Vadim, their twin daughters Samantha and Mila, and German Shepherd Dog - Sparta. Away from the office, Anastasia enjoys spending time with family, cooking, boxing, reading, and traveling.
Patti provides the team with administrative and operational support. She opens new accounts, processes financial transactions, and maintains client records. She also fields client inquiries and schedules review meetings with the client’s financial advisor.
Patti has lived in Antioch for more than 40 years, enjoys the country atmosphere of a small town, and appreciates the accessibility of the Chicago and Milwaukee metropolitan areas. She enjoys spending time with her very active grandchildren, kayaking, hiking, and travel.
Dianne is proficient in providing the team with administrative and operational support. She maintains confidentiality and discretion when opening new accounts, processing financial transactions, and maintaining client records. She also fields client inquiries and schedules review meetings with the client’s financial advisor.
Dianne is a resident of Antioch, and she and her husband, Bret, enjoy supporting Chicago sports teams with emphasis on the Chicago Cubs. Dianne and Bret have two children and enjoy traveling to see them in California and South Carolina. Dianne's interests include cooking, baking, running, hiking, dining out, and attending the theatre with friends.
Ryan excels at providing a personalized client experience and prides himself on delivering exceptional customer service. He is the first point of contact for Financial Advisor, Richard Stanfel's clients and is responsible for onboarding new clients, maintaining client accounts, and processing client inquiries. He has great attention to detail and works closely with the 401(k) plans to help make sure all fiduciary requirements are met.
Ryan is a graduate of the University of Illinois at Urbana-Champaign and lives in Highland Park with his wife Isela, his daughter Grace and his son Nicholas. Outside of the office, Ryan enjoys spending time with his family, hiking, skiing, watching his favorite sports teams, and traveling.