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.