- Team Leaders
- Client Support Team
Rob's goal is to maintain close, confidential relationships with his clients while guiding them through often complex financial decisions in their life. A desire to put this approach into wider practice led to the creation of NorthRock Partners. Rob believes NorthRock serves clients best by collectively coordinating all aspects of their financial lives. His clients range from corporate executives, entrepreneurs and professional money managers to professional athletes, including members of the NFL, NHL and NBA.
Rob and his wife Lucinda live in the North Loop neighborhood of Minneapolis and enjoy everything the city has to offer.
Jim has made numerous contributions to local and national media ranging from the Wall Street Journal and Forbes to the Star Tribune. He’s been the guest lecturer at the University of St. Thomas, the University of Minnesota and Concordia University. His primary area of practice is with corporate executives, business owners, families and non profits.
Jim is a member of the Financial Planning Association and the Investment Management Consultants Association. Jim has also served on many local boards in leadership roles, including board member and chair of the Development Committee of the American Red Cross for the St. Paul, Minnesota area. He and his wife Dawn reside in Plymouth and have three children, Christina, Melissa and Matthew. In addition to spending time on the lake or up at the family farm in Finlayson, Jim is active in his church and enjoys home improvement projects.
As NorthRock’s Managing Partner, Dominic is responsible for the firm’s overall strategy and execution. His primary duties include: people development, delivery of client services, firm growth strategy and financial management of the corporation.
Dominic and his wife, Suzanne, along with their three children, Addie, Brooks and Kettie, live in Golden Valley, MN. They are members of Westwood Lutheran Church, and enjoy spending time in the summer at the lake cabin and golf course.
As President of NorthRock Sports & Entertainment, Brent serves professional athletes, corporate executives, entertainers, their management teams and families to create and maintain a solid foundation for long term financial success. Brent works with the team of specialized professionals at NorthRock Partners to manage all activities related to his clients’ financial lives, including financial management and investments, banking support and bill payment, tax planning, estate planning, charitable planning, branding efforts, endorsements, insurance and investments.
Brent and his wife, Tara along with their daughter Brea live in Plymouth, MN. They enjoy being active in their community and spending as much time as possible with friends and family.
Brian works with a wide range of NorthRock Partners clients including newly established and longstanding corporate executives and professional athletes from the NFL, NHL, NBA and WNBA. Brian is known for his professionalism and honesty while guiding his clients through financial decisions. He values the personal relationships that he enjoys with his clients.
He and his wife, Kim live in Edina with their two daughters, Ava and Lydia, and their son, Calvin. In addition to being active in his church and mentoring students at the University of St. Thomas, Brian enjoys spending quality time with his family.
Shawn is currently working on his Masters of Science in Financial Services at the College for Financial Planning and will complete the designation in 2017. He has been quoted in the Star Tribune, Pioneer Press, USA Today and seen on KSTP and WCCO television.
He believes in giving back to both his community and his profession through various volunteer activities. He is an active member of the Financial Planning Association, serving on a local and national level. He served as the President of the FPA of Minnesota in 2008. He also volunteers and has held volunteer leadership positions with Best Prep, a non-profit organization devoted to preparing students with business, career and financial literacy skills. Shawn currently resides in St Louis Park with his wife Jennifer and his two daughters, Kenna and Ava.
As Vice President of NorthRock Partners, Donny works closely with CEO and Founding Partner, Rob Nelson, to provide competent guidance in order to meet the complex needs of our most affluent clients.
Donny and his wife Robin live in Ham Lake with their two children, Deuce and Jackson. He is an avid outdoorsman and enjoys coaching youth football, basketball and spending quality time with his family.
Matt applies all of his experience and skills in the areas of comprehensive tax planning and tax preparation for individuals and businesses.
Matt is an active member of AICPA. He lives in Edina with his wife Amy and their two children, Abby and Tatum.
He leads NorthRock’s Investment Team in researching and implementing asset allocation, researching and selecting investments, directing trading activities and managing portfolios. He earned the right to use the Chartered Financial Analyst designation in 2006.
Brent is a member of the CFA Society of Minnesota. He and his wife Rebecca reside in Roseville with their two daughters Jaelyn and Kyrie. He enjoys watching all major sports leagues as well as participating in recreational sporting activities. In addition, he loves to travel and spend time with his family.
From concept to execution, Rebecca focuses on both the day-to-day management of athlete brands, as well as the development of their future potential. With experience working in web, print and film, she has mastered the art of launching and maintaining brands across multiple channels.
Rebecca is a Leadership Committee member for Leukemia & Lymphoma Society, a member of Team Women, MN and serves on the Welcome and Worship Teams at Trinity Church in Lakeville. Rebecca and her two children, Sydney and Roman, live in Burnsville and enjoy serving in the community, creative arts, hiking, camping and fishing.
He truly enjoys working with clients to make sure every aspect of their estate plan is well conceived and correctly implemented. He understands the importance of the comprehensive planning that NorthRock offers its clients.
Sam is an active member of the Lake Minnetonka Excelsior Rotary Club and the Minnetonka Yacht Club. He enjoys serving his community. He and his wife Erin live in Deephaven with their two children, Nell and Sam. His family enjoys spending as much time as possible on the lake.
Todd works closely with advisors to provide comprehensive tax consulting services. Some of his areas of focus are working with professional athletes and independent business owners.
Todd is an active member of the AICPA. He and his wife Tiffany reside in Eden Prairie where they stay busy raising their children, Benjamin, Morea and Cameron. When time provides, Todd enjoys traveling and is an avid outdoorsman.
As a Client Service Manager, Kristin’s role is to fully support our Advisors which allow our Advisors to spend more time focusing on advice for our clients. Kristin also works closely across various company departments as a thought leader, to deliver guidance, great client service and accuracy to all areas of our practice.
In her spare time, Kristin enjoys traveling and watching her kids’ sporting events. She lives in Chanhassen with her daughter Jenna, and son Jackson.
As a Client Service manager, Amy’s focus is on client communication which includes scheduling and meeting preparation for Rob Nelson’s practice.
Amy and her husband, Jason reside in Eden Prairie with their two children, Derek and Lauren. In her free time, Amy enjoys running and traveling with family and friends.
Craig’s current role is in support of Brian Kruse and his diverse client base. He focuses on providing excellent and timely service to both athletes and corporate executives alike. His broad knowledge of advice coupled with his background in administrative service has proved to be invaluable in his role as Client Service Manager.
In his spare time, Craig enjoys attending concerts and supporting all local Minnesota sports teams. He lives in St. Paul with his son, Jack.
As Client Service Manager, her primary role is to support Brent Putz and the NorthRock Sports and Entertainment division through ongoing client communication, scheduling, meeting preparation and cash flow management. She strives to provide timely communication to clients with a genuine desire to understand their needs and goals.
In her spare time, Beth enjoys playing volleyball, spending time with family and friends and supporting Minnesota sports teams. She currently resides in St. Louis Park, MN.
Christina’s current role is in support of NorthRock’s Founding Partner and CCO, Jim Lund. She focuses on providing ongoing communication and timely service to Jim’s diverse client base including corporate executives, business owners, families and local nonprofits.
Christina is an active member of Minnesota’s FPA chapter. In her spare time, she enjoys coaching a local high school dance team, relaxing on the lake with family and friends, and reading a good book. She currently lives in Richfield.
Her primary role includes working closely across advisors practices, with a focus of supporting both Dominic Knauf and NorthRock Partner’s Tax Team.
Kristina is a member of Team Women MN. She enjoys living and working in downtown Minneapolis as well as spending time on the lake with her family and friends.