NorthRock X Leadership
ROB NELSON
CEO & Founder
AARON RYAN
President, NorthRock X
TONY PARKER
Founding Partner
NorthRock X Team
DONNY BRAUN
Advisor, Personal Office® & Partner
TODD MOSER, CFP,® CPWA® , BFA™
Lead Advisor, Personal Office® & Partner
BRIAN KRUSE
Advisor, Personal Office®
LUCAS CHARTE GARCIA
Director, Athlete Management & 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
PJ HILL
Associate Advisor
MARK ANGELL, CPA, MBT
Director, NorthRock Tax Services
PAM HAGEN
Manager, Banking Services
STEVE GREAVU
Director of Operations, Office of the President
SAM CARI, J.D.
Chief Legal Officer & Partner
HEATHER FAVRE, CPA, MBT, CFP®
Director, NorthRock Tax Services
LORI O’CONNER,CFA®, MBA
Investment Analyst
BRENT FIELD, CFA®
Chief Investment Officer & Partner
MICHAEL VEDDERS
Vice President, Marketing & Brand
HEIDI VERDET
Chief Operating Officer, NorthRock X Europe
MATHILDE HERGOTT
Director, NorthRock X Europe
NorthRock X.
Tomorrow starts today.
