NorthRock X Leadership
ROB NELSON ChFC®,
CEO
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™
CRAIG MORCOS
CFP®, Sr. Associate, Client Service
KRISTIN BILDEN
CFP®, Sr. Associate, Client Service
ABBY JOHNSON
Associate, Client Service
ALEX LEFEBVRE
Associate, Client Service
BETH REEVES
ChFC®, Associate, Client Service
MATHILDE HERGOTT
Associate, Client Service
NADINE THIBAULT
CFP®, Associate, Client Service
TYLER KARLSTAD
Associate, Concierge Services
BRENT FIELD
CFA®, Partner, Chief Investment 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
LORI O’CONNER
CFA®, MBA, Investment Analyst
NorthRock X.
Tomorrow starts today.