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
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.