We Achieve More Together

LEADERSHIP

Rob Nelson

CEO & Founder

Tony Parker

Founding Partner, NorthRock X

Sean Baenen

Head of Corporate Development & Managing Partner

Al Roy

President of NRX Hockey

Advice & Service

Photo of Todd Moser NRX Personal Office Adviser and Partner

Todd Moser

Todd Moser, CFP®, CPWA®, BFA™

President, Personal Office® & Partner

847.620.5551

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Photo of Chad Thalheimer NRX Personal Office Advisor and Partner

Chad Thalheimer

Chad Thalheimer, CFP®, CPWA®

Advisor, Personal Office® & Partner

224.655.7400

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Photo of PJ Hill NRX Advice and Strategic Development Director

PJ Hill

PJ Hill

NRX Advice & Strategic Development Director

612.367.8820

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Photo of Brian Kruse NRX Personal Office Advisor

Brian Kruse

Brian Kruse, BFA™

Advisor, Personal Office®

612.367.8813

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Photo of Ryan Peckskamp NRX Personal Office Adviser

Ryan Peckskamp

Ryan Peckskamp, SE-AWMA

Advisor, Personal Office®

612.230.3813

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Brent Putz

Brent Putz

Advisor, Personal Office®

612.367.8805

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Photo of Donny Braun NRX Personal Office Advisor and Partner

Donny Braun

Donny Braun

Advisor, Personal Office® & Partner

612.367.8808

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Photo of Anthony Mlachnik NRX Personal Office Advisor

Anthony Mlachnik

Anthony Mlachnik, MBA, CIMA®, BFA™

Advisor, Personal Office®

224.655.7417

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Photo of Ryan Wirth NRX Personal Office Adviser

Ryan Wirth

Ryan Wirth, CHFC®, RICP®

Advisor, Personal Office®

920.289.5060

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Photo of Brian Barrett NRX Associate Advisor

Brian Barrett

Brian Barrett, CFP®, BFA™, CPWA®

Advisor, Personal Office®

847.620.5551

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Photo of Sam Cari NRX Chief Legal Officer and Partner

Sam Cari

Sam Cari, J.D.

Chief Legal Officer & Partner

612.367.8832

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Photo of Caitlin Abram NRX Senior Trust and Estate Strategist

Caitlin Abram

Caitlin Abram, J.D.

Senior Trust & Estate Strategist

612.367.8835

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Photo of Heather Rosen, J.D. NRX Associate Advisor

Heather Rosen

Heather Rosen, J.D.

Associate Advisor

847.809.5317

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Photo of John Wiitala NRX Senior Associate of Client Service

John Wiitala

John Wiitala

Associate Advisor

612.367.8843

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Photo of Brittany Runde NRX Associate of Client Service

Brittany Runde

Brittany Runde

Manager, Client Service

612.367.8816

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Photo of Shauna Bednar NRX Manager of Client Service

Shauna Bednar

Shauna Bednar

Manager, Client Service

612.230.3516

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Photo of Erin Wilson NRX Senior Associate of Client Service

Erin Randazzo

Erin Randazzo

Senior Associate, Client Service

847.620.5551

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Photo of Kriti Tawfik NRX Manager of Client Service

Kriti Tawfik

Kriti Tawfik

Senior Assosciate, Client Service

612.230.3592

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Headshot of Andrea Paulson Client Service of Team NRX Milwaukee

Andrea Paulson

Andrea Paulson

Associate, Client Service

414.285.5605

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Photo of Keaton Duchow Senior Associate of Operations

Keaton Duchow

Keaton Duchow

Senior Associate, Operations

612.867.9845

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Photo of Emily Vennerstrom President Foundation X, Chief Impact Officer, and Partner

Emily Vennerstrom

Emily Vennerstrom

President Foundation X, Chief Impact Officer & Partner

612.367.8887

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Photo of Leah Barr NRX Senior Director of Social Impact

Leah Barr

Leah Barr, M.A.

Senior Director, Social Impact

612.230.2463

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Photo of Mark Angell Director of NorthRock Tax Services

Mark Angell

Mark Angell, CPA, MBT

Director, NorthRock Tax Services

612.367.8809

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Business Operations

Photo of Jared Lorts NRX Vice President of Advice and Delivery

Jared Lorts

Jared Lorts

Vice President, Advice & Delivery

612.605.2376

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Photo of Beth Reeves NRX Director of Client Experience

Beth Reeves

Beth Reeves, ChFC®

Director, Client Experience

612.367.8826

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Photo of Michael Vedders Vice President of Marketing and Brand

Michael Vedders

Michael Vedders

Vice President, Marketing & Brand

612.367.8815

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Photo of Kellee Vedders NRX Graphic Designer Marketing and Brand

Kellee Vedders

Kellee Vedders

Graphic Designer, Marketing & Brand

612.230.9028

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Photo of Pam Hagen NRX Manager, Banking Services

Pam Hagen

Pam Hagen

Director, Banking Services

612.367.8817

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Photo of Chelsea Krebs NRX Senior Associate of Banking Services

Chelsea Krebs

Chelsea Krebs

Senior Associate, Banking Services

612.876.9831

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