We Achieve More Together
LEADERSHIP
Rob Nelson
CEO & Founder
Al Roy
President, NRX
Todd Moser
President, Personal Office® & Partner
Pam Burke
VP, Finance
Jared Lorts
Senior VP, Advisor & Client Experience
Michael Vedders
Senior VP, Marketing & Enterprise Resources
Advisors
Brian Barrett
Jed Magstadt
Cameron Rosenow
Donny Braun
Jason Mahn
Chad Thalheimer
PJ Hill
Ryan Peckskamp
John Wiitala
Strategy
Mark Angell
Mark Angell, CPA, MBT
Director, NorthRock Tax Services
Thomas McGannon
Thomas McGannon
Executive Director, Private Capital Markets
Leah Barr
Leah Barr, M.A.
Senior Director, Social Impact
Jacob Murray
Jacob Murray
Director of Research & Strategy, Private Capital Markets
Tony Cameranesi
Tony Cameranesi, CFP®
Associate, Client Service
Adrijana Roy
Adriana Roy
Chief Operating Officer & Client Management
Laura Gilleland
Laura Gilleland, M.A.
Director, Brand & Experience
JJ Wahlquist
JJ Wahlquist
Manager, Social Media & Storytelling