We Achieve More Together

LEADERSHIP

Aaron Ryan

President, NorthRock X

Rob Nelson

CEO & Founder

Tony Parker

Founding Partner, NorthRock X

Sean Baenen

Group President, Director & Managing Partner

Advice & Service

Todd Moser

Todd Moser, CFP®, CPWA®, BFA™

Lead Advisor, Personal Office® & Partner

847.620.5551

Email

Chad Thalheimer

Chad Thalheimer, CFP®, CPWA®

Advisor, Personal Office® & Partner

224.655.7400

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PJ Hill

NRX Advice & Strategic Development Director

612.367.8820

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Brian Kruse

Advisor, Personal Office®

612.367.8813

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Ryan Peckskamp

Advisor, Personal Office®

612.230.3813

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Brent Putz

Advisor, Personal Office®

612.367.8805

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Donny Braun

Advisor, Personal Office® & Partner

612.367.8808

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Anthony Mlachnik

Anthony Mlachnik, MBA, CIMA®, BFA™

Advisor, Personal Office®

224.655.7417

Email

Ryan Wirth

Ryan Wirth, CHFC®, RICP®

Advisor, Personal Office®

920.289.5060

Email

Brian Barrett

Brian Barrett, CFP®, BFA™

Associate Advisor

847.620.5551

Email

Sam Cari

Sam Cari, J.D.

Chief Legal Officer & Partner

612.367.8832

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Caitlin Abram

Caitlin Abram, J.D.

Senior Trust & Estate Strategist

612.367.8835

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Heather Rosen

Heather Rosen, J.D.

Associate Advisor

847.809.5317

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John Wiitala

Senior Associate, Client Service

612.367.8843

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Brittany Runde

Associate, Client Service

612.367.8816

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Shauna Bednar

Manager, Client Service

612.230.3516

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Colton Higgins

Colton Higgins, CFP®

Associate, Client Service

612.367.8846

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Erin Wilson

Senior Associate, Client Service

847.620.5551

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Kriti Tawfik

Manager, Client Service

612.230.3592

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Andrea Paulson

Associate, Client Service

414.285.5605

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Keaton Duchow

Senior Associate, Operations

612.867.9845

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Emily Vennerstrom

President Foundation X, Chief Impact Officer & Partner

612.367.8887

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Leah Barr

Leah Barr, MBA

Senior Director, Social Impact

612.230.2463

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Mark Angell

Mark Angell, CPA, MBT

Director, NorthRock Tax Services

612.367.8809

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Business Operations

Jacob Murray

Strategy & Execution Director

612.876.9843

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Jared Lorts

Vice President, Advice & Delivery

612.605.2376

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Beth Reeves

Beth Reeves, ChFC®

Director, Client Experience

612.367.8826

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Michael Vedders

Vice President, Marketing & Brand

612.367.8815

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Kellee Vedders

Graphic Designer, Marketing & Brand

612.230.9028

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Lucas Charte Garcia

Consultant, NRX Business Management / New Client Acquisition

612.230.3555

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Alexis Lefebvre

NRX Strategic Client Development Director

210.742.8873

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Kal Lunde

Team Lead, Operations

612.230.2241

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Katie Spooner

Team Lead, Operations

612.367.8840

Email

Justin LaFrance

Justin LaFrance, MBA

Associate, Investment Operations

612.594.8975

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Pam Hagen

Manager, Banking Services

612.367.8817

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Chelsea Krebs

Senior Associate, Banking Services

612.876.9831

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