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
DONNY BRAUN

Partner and Advisor, Personal Office®

TODD MOSER
TODD MOSER

CFP®, CPWA®, BFA™, Partner and Advisor, Personal Office®

BRIAN KRUSE
BRIAN KRUSE

Advisor, Personal Office®

LUCAS CHARTE GARCIA
LUCAS CHARTE GARCIA

Director, Athlete Management and Relations in NorthRock X

JED MAGSTADT
JED MAGSTADT

Advisor, Personal Office®

ANTHONY MLACHNIK
ANTHONY MLACHNIK

MBA, CIMA®, BFA™, Advisor, Personal Office®

BRENT PUTZ
BRENT PUTZ

Advisor, Personal Office®

CHAD THALHEIMER
CHAD THALHEIMER

CFP®, CPWA®, Advisor, Personal Office®

BETH REEVES
BETH REEVES

Coordinator, Client Experience

KRISTIN BILDEN
KRISTIN BILDEN

CFP®, Sr. Associate, Client Service

ALEX LEFEBVRE
ALEX LEFEBVRE

Director, Strategic Relationships

MARK ANGELL
MARK ANGELL

CPA, MBT, Director, NorthRock Tax Services

MATHILDE HERGOTT
MATHILDE HERGOTT

Director

PAM HAGEN
PAM HAGEN

Manager, Banking Services

STEVE GREAVU
STEVE GREAVU

Director of Operations, Office of the President

SAM CARI
SAM CARI

J.D., Partner and Director, Estate Planning

HEATHER FAVRE
HEATHER FAVRE

CPA, MBT, CFP®, Director, NorthRock Tax Services

LORI O’CONNER
LORI O’CONNER

CFA®, MBA, Investment Analyst

BRENT FIELD
BRENT FIELD

CFA®, Partner, Chief Investment Officer

NorthRock X.
Tomorrow starts today.

NorthRock X is a division of NorthRock Partners.

Main: +1 612 367 8800

Fax: +1 612 367 8886