We Achieve More Together

LEADERSHIP

Rob Nelson

CEO & Founder

Al Roy

President, NRX

Todd Moser

President, Personal Office® & Partner

Pam Burke

VP, Finance

Cameron Rosenow

Head of Growth & Advisor, Personal Office®

Michael Vedders

Senior VP, Marketing & Enterprise Resources

Advisors

Brian Barrett

Brian Barrett, CFP®, BFA™, CPWA®

Advisor, Personal Office®

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Jed Magstadt

Jed Magstadt

Advisor, Personal Office®

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Jared Lorts

Jared Lorts

SVP, Advisor & Client Experience

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Donny Braun

Donny Braun

Advisor, Personal Office® & Partner

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Jason Mahn

Jason Mahn, CPA

VP, Advice Strategy & Advisor, Personal Office®

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Chad Thalheimer

Chad Thalheimer, CFP®, CPWA®

Advisor, Personal Office® & Partner

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PJ Hill

PJ Hill

Associate Advisor

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Ryan Peckskamp

Ryan Peckskamp, SE-AWMA

Advisor, Personal Office®

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John Wiitala

John Wiitala

Associate Advisor

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Brian Kruse

Brian Kruse, BFA™

Advisor, Personal Office®

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Brent Putz

Brent Putz

Advisor, Personal Office®

612.367.8805

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Strategy

Mark Angell

Mark Angell, CPA, MBT

Director, NorthRock Tax Services

Thomas McGannon

Thomas McGannon

Executive Director, Private Capital Markets

Jacob Murray

Jacob Murray

Director of Research & Strategy, Private Capital Markets

Adrijana Roy

Adriana Roy

Chief Operating Officer & Client Management

Tony Cameranesi

Tony Cameranesi, CFP®

Associate, Client Service

JJ Wahlquist

JJ Wahlquist

Manager, Social Media & Storytelling

Laura Gilleland

Laura Gilleland, M.A.

Director, Brand & Experience