NorthRock X Leadership

ROB NELSON

CEO & Founder

Aaron Ryan - NorthRock X Headshot

AARON RYAN

President, NorthRock X

Tony Paker NorthRock X

TONY PARKER

Founding Partner

NorthRock X Team

DONNY BRAUN
DONNY BRAUN

Advisor, Personal Office® & Partner

TODD MOSER, CFP,® CPWA® , BFA™
TODD MOSER, CFP,® CPWA® , BFA™

Lead Advisor, Personal Office® & Partner

BRIAN KRUSE
BRIAN KRUSE

Advisor, Personal Office®

LUCAS CHARTE GARCIA
LUCAS CHARTE GARCIA

Director, Athlete Management & Relations in NorthRock X

JED MAGSTADT
JED MAGSTADT

Advisor, Personal Office®

ANTHONY MLACHNIK, MBA, CIMA®, BFA™
ANTHONY MLACHNIK, MBA, CIMA®, BFA™

Advisor, Personal Office®

BRENT PUTZ
BRENT PUTZ

Advisor, Personal Office®

CHAD THALHEIMER, CFP®, CPWA®
CHAD THALHEIMER, CFP®, CPWA®

Advisor, Personal Office®

BETH REEVES
BETH REEVES

Coordinator, Client Experience

KRISTIN BILDEN, CFP®
KRISTIN BILDEN, CFP®

Sr. Associate, Client Service

ALEX LEFEBVRE
ALEX LEFEBVRE

Director, Strategic Relationships

PJ HILL
PJ HILL

Associate Advisor

MARK ANGELL, CPA, MBT
MARK ANGELL, CPA, MBT

Director, NorthRock Tax Services

PAM HAGEN
PAM HAGEN

Manager, Banking Services

STEVE GREAVU
STEVE GREAVU

Director of Operations, Office of the President

SAM CARI, J.D.
SAM CARI, J.D.

Chief Legal Officer & Partner

HEATHER FAVRE, CPA, MBT, CFP®
HEATHER FAVRE, CPA, MBT, CFP®

Director, NorthRock Tax Services

LORI O’CONNER,CFA®, MBA
LORI O’CONNER,CFA®, MBA

Investment Analyst

BRENT FIELD, CFA®
BRENT FIELD, CFA®

Chief Investment Officer & Partner

MICHAEL VEDDERS
MICHAEL VEDDERS

Vice President, Marketing & Brand

HEIDI VERDET
HEIDI VERDET

Chief Operating Officer, NorthRock X Europe

MATHILDE HERGOTT
MATHILDE HERGOTT

Director, NorthRock X Europe

NorthRock X.
Tomorrow starts today.

NorthRock X is a division of NorthRock Partners.

Main: +1 612 367 8800

Fax: +1 612 367 8886

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