NorthRock X Leadership
ROB NELSON ChFC®,
CEO and Founding Partner
TONY PARKER,
President
NorthRock X Team
DONNY BRAUN
Partner and Advisor, Personal Office™
TODD MOSER
CFP®, CPWA®, BFA™, Partner and Advisor, Personal Office™
DAVID NAPLES
J.D., LL.M., Partner and Advisor, Personal Office™
BRIAN KRUSE
Advisor, Personal Office™
JED MAGSTADT
Advisor, Personal Office™
ANTHONY MLACHNIK
MBA, CIMA®, BFA™, Advisor, Personal Office™
BRENT PUTZ
Advisor, Personal Office™
CHAD THALHEIMER
CFP®, CPWA®, Advisor, Personal Office™
KRISTIN BILDEN
CFP®, Sr. Associate, Client Service
WILL CURTIS
Associate, Concierge Services
ABBY JOHNSON
Associate, Client Service
TYLER KARLSTAD
Associate, Concierge Services
ALEX LEFEBVRE
Associate, Client Service
CRAIG MORCOS
CFP®, Sr. Associate, Client Service
BETH REEVES
ChFC®, Associate, Client Service
NADINE THIBAULT
CFP®, Associate, Client Service
BRENT FIELD
CFA®, Partner, Chief Investment Officer, Chief Operating Officer
LACEY STENSON
MBA, Partner and Chief of Staff
MARK ANGELL
CPA, MBT, Director, NorthRock Tax Services
SAM CARI
J.D., Director, Estate Planning and General Counsel
HEATHER FAVRE
CPA, MBT, CFP®, Director, NorthRock Tax Services
YOHANN SANGARÉ
Director, Strategic Relationships
STEVE GREAVU
Manager, Operations
PAM HAGEN
Manager, Banking Services
MEGHANN RAND
Manager, Brand
LORI O’CONNER
CFA®, MBA, Investment Analyst
MAUDE DIGGS
Associate, Special Projects
NorthRock X.
Tomorrow starts today.