NorthRock X Leadership
ROB NELSON ChFC®
CEO
TONY PARKER
President of NorthRock Sports, Artists and Entertainment
SEAN BAENEN
President of NorthRock Partners
NorthRock X Team
DONNY BRAUN
Partner and Advisor, Personal Office®
TODD MOSER
CFP®, CPWA®, BFA™, Partner and Advisor, Personal Office®
BRIAN KRUSE
Advisor, Personal Office®
LUCAS CHARTE GARCIA
Director, Athlete Management and Relations in NorthRock X
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®
BETH REEVES
Coordinator, Client Experience
KRISTIN BILDEN
CFP®, Sr. Associate, Client Service
ALEX LEFEBVRE
Director, Strategic Relationships
MARK ANGELL
CPA, MBT, Director, NorthRock Tax Services
MATHILDE HERGOTT
Director
PAM HAGEN
Manager, Banking Services
STEVE GREAVU
Director of Operations, Office of the President
SAM CARI
J.D., Partner and Director, Estate Planning
HEATHER FAVRE
CPA, MBT, CFP®, Director, NorthRock Tax Services
LORI O’CONNER
CFA®, MBA, Investment Analyst
BRENT FIELD
CFA®, Partner, Chief Investment Officer
NorthRock X.
Tomorrow starts today.