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CEO & Founding Partner
612.367.8801
CEO & Founding Partner
612.367.8801
 
Rob is the CEO and Founding Partner of NorthRock Partners. Throughout his career of over 20 years as a Financial Advisor, Rob has focused on providing his clients with exceptional advice and superior service. Rob graduated from Bemidji State University with a Bachelor of Science in Business Administration. Rob has consistently been named by Barron’s as one of the top financial advisors in the country. 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.
CCO & Founding Partner
612.367.8803
CCO & Founding Partner
612.367.8803
 
Jim is the CCO and Founding Partner of NorthRock Partners. He has been a Financial Advisor for over 30 years and came to NorthRock Partners from Ameriprise Financial. Jim has been named one of America’s top financial planners by the Consumers Research Council of America. Jim attended Mankato State University, earning a Bachelor of Science in Biology and an MBA in Marketing and Management. He also attended the College of Financial Planning in Denver, Colorado where he earned his Certified Financial Planner degree. 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.
Managing Partner
612.367.8839
Managing Partner
612.367.8839
 
Dominic is the Managing Partner of NorthRock Partners. He joined NorthRock Partners in 2016 and has nearly 20 years of experience in the financial services industry. Dominic has extensive knowledge of the financial advisor career, people leadership and mergers and acquisitions. He received his Bachelor of Science degree from the University of Mary, and his Master of Business Administration from the Carlson School of Management at the University of Minnesota.

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.

In addition to his role at NorthRock, he serves on the Board of Directors for the Minnesota Chapter of the Leukemia and Lymphoma Society. 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.

Chief Investment Officer
612.367.8807
Chief Investment Officer
612.367.8807
 
Brent joined NorthRock Partners in 2006 after working as a Financial Advisor with Ameriprise Financial. He received his Bachelor of Science in Business Management with a focus on international business and finance from St. Cloud State University.

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.

President & Private Wealth Advisor
612.367.8805
President & Private Wealth Advisor
612.367.8805
 
Brent is President of NorthRock Sports & Entertainment. He joined NorthRock Partners in 2017 and has 11 years of experience in the financial service industry. Brent’s depth of knowledge of financial management for professional athletes has gained him credibility within the sports and entertainment arena. He graduated from St. Johns University with a degree in Business Management.

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 daughters Brea and Joslyn live in Plymouth, MN. They enjoy being active in their community and spending as much time as possible with friends and family.

Vice President, Private Wealth Advisor
612.367.8819
Vice President, Private Wealth Advisor
612.367.8819
 
Brooks Bollinger joined NorthRock Partners in 2017 as Vice President, Private Wealth Advisor. Brooks graduated from the University of Wisconsin– Madison, where he was a standout football player. He was drafted by the New York Jets in 2003. As a former NFL quarterback, Brooks holds a unique depth of knowledge regarding the complex financial needs of athlete clients.

As an advisor within the NorthRock Sports + Entertainment division, Brooks works with professional athlete clients, their management teams and families to create and maintain sound financial planning solutions. Brooks works with the team of specialized professionals at NorthRock Partners to manage all activities related to his clients’ financial lives.

In addition to being an advisor, he is the head coach for the Cretin-Derham Hall High School football team. Brooks and his wife Natalie live in Eagan, MN with their four children. He enjoys spending time with family and friends and is an avid golfer.

Vice President
612.367.8808
Vice President
612.367.8808
 
Donny began his career at Ameriprise in 2001 as a Financial Advisor and joined NorthRock Partners as an Associate Financial Advisor in 2004. He received his Bachelor of Science degree in Business Administration from Bemidji State University. 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.
Vice President, Private Wealth Advisor
612.367.8825
Vice President, Private Wealth Advisor
612.367.8825
 
Phil Ebner joined NorthRock Partners in 2017 as Vice President, Private Wealth Advisor. Phil graduated from the University of Minnesota, where he was an All-American golfer. He has spent close to 20 years in Minneapolis focusing on the needs of high net worth individuals, family offices, and institutions. Earlier in his career, Phil co-founded an investment management company that he subsequently sold to E*TRADE Group. As a trusted advisor, Phil offers a collaborative process anchored on in-depth knowledge of a client’s unique circumstances. He has extensive experience addressing the concerns of wealth creators, particularly private equity and venture capital principals, senior executives, and their family members. Phil also has a keen understanding of the distinctive needs of institutions, including endowments, foundations, and family offices. In addition to his role at NorthRock, he serves on the Board of Directors for the Minnesota Golf Association and The M Club at the University of Minnesota.  Phil and his wife Susan, along with their three children, Jack, Elizabeth, and Phillip live in Edina, MN.  His passions outside of family and his clients are helping children learn and love the game of golf.
Vice President, Private Wealth Advisor
612.367.8818
Vice President, Private Wealth Advisor
612.367.8818
 
Shawn joined NorthRock Partners in 2017 as Vice President, Private Wealth Advisor. He has been in the financial services industry since 1991. Shawn has extensive knowledge in retirement and estate planning and works with the team of specialized professionals at NorthRock Partners to manage all activities related to his client’s financial lives, including tax planning, estate planning, insurance and investments. He received his Bachelor’s degree from the University of Northwestern, in St. Paul, MN and completed his MBA at the University of St. Thomas.

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.

Vice President, Private Wealth Advisor
612.367.8813
Vice President, Private Wealth Advisor
612.367.8813
 
Brian joined NorthRock Partners in 2011 as a Private Wealth Advisor after 12 years as a Sales Manager for a technology company. His commitment and dedication to working with clients and their families in all areas of their financial life allows for a deep understanding of our clients needs. Brian excels in relationship building, which is evident in his daily work. Brian graduated from the University of St. Thomas.

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.

Vice President, Private Wealth Advisor
425.272.3906
Vice President, Private Wealth Advisor
425.272.3906
 
Jed is a Private Wealth Advisor at NorthRock Partners. He has over 5 years of experience in the financial services industry. Jed received his degree in Finance from the University of St. Thomas in St. Paul, Minnesota.

Jed works with a wide range of clients from small business owners, to executives and retirees. He invests the time to develop a thorough understanding of his client’s financial situation and aspirations. Jed is known for his attention to detail and professionalism while guiding his clients through complex financial decisions. He most enjoys growing strong personal relationships with his clients and their families.

Jed and his wife, Aly, live in Seattle, WA. He enjoys spending time with his friends and family, coaching youth basketball and traveling.

Private Wealth Advisor
320.762.1880
Private Wealth Advisor
320.762.1880
 
Private Wealth Advisor
320.762.1880
Private Wealth Advisor
320.762.1880
 
Partner, Senior Tax Specialist
612.367.8812
Partner, Senior Tax Specialist
612.367.8812
 
Matt joined NorthRock Partners in 2005 after working as a Managing Director with American Express Tax & Business Services. He is a licensed CPA in Minnesota and currently heads the NorthRock Partners Tax Team working closely with many of our affluent clients. He received his Bachelor of Science degree from Tulane University and has an MBA from the University of Minnesota.

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.

Director of Estate Planning
612.367.8832
Director of Estate Planning
612.367.8832
 
Sam is the Director of Estate Planning at NorthRock Partners. He joined NorthRock after practicing law at a firm where he worked on a variety of cases and practice areas, including estate planning, probate, litigating disputed estates and trusts, family law and civil litigation. Sam received a B.A. in Finance from the University of St. Thomas and a law degree at William Mitchell College of Law. He is licensed to practice law in both Wisconsin and Minnesota.

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 three children, Nell, Sam and Mae. His family enjoys spending as much time as possible on the lake.

Director of Operations
612.367.8820
Director of Operations
612.367.8820
 
Lacey Stenson joined NorthRock Partners in 2017 as Director of Operations with over a decade of experience in finance management, human resources, and operational controls within various premier industries. Lacey has extensive experience with organizational capacity-building to effectively curate a high-performing workforce.  She graduated from Stanford University Graduate School of Business and received her Bachelor of Science degree from the University of Northern Colorado. As NorthRock’s Director of Operations, Lacey is responsible for driving operational excellence through day-to-day leadership and management that mirrors the adopted mission and core values of the company. Her primary responsibility is to ensure that NorthRock stays at the top of the industry by introducing disruptive technologies, designing efficacious client-focused systems, and cultivating a divergent company culture. Through her role, she manages corporate finances, operations, events and marketing, and IT. Having recently moved to Minnesota from California, Lacey and her husband live in Edina with their tiny-tot daughter, Penelope. They are members of Wooddale Church in Eden Prairie. Lacey has a passion for studying the DNA of successful companies, researching the latest discoveries related to healthspan and longevity, attending a yoga or cycling class, and spending time with family and friends.
Senior Executive Administrator
612.367.8810
Senior Executive Administrator
612.367.8810
 
Kristina joined NorthRock Partners in 2013 after graduating from St. Cloud State University with a degree in Business Management. She started her career with NorthRock Partners specializing in client operations, and later transitioned into a Client Service Manager role. 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.
Client Service Manager
612.367.8802
Client Service Manager
612.367.8802
 
Kristin is one of the original staff members at NorthRock Partners and began working with NorthRock’s Founder and President, Rob Nelson, in 1995 after graduating from Moorhead State University with a degree in Business Administration.

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.

Operations Analyst
Operations Analyst
 
Senior Tax Specialist
612.367.8824
Senior Tax Specialist
612.367.8824
 
Todd joined NorthRock Partners in 2011 after working for 11 years as a Tax Manager at McGladrey, a national CPA firm. He received his Bachelor of Accountancy degree from the University of North Dakota and has a Master’s of Business Taxation from the Carlson School of Business at the University of Minnesota. He’s a licensed CPA in the state of Minnesota and works alongside Matt Olson within our NorthRock Tax team.

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.

Technical Operations Manager
612.367.8809
Technical Operations Manager
612.367.8809
 
Tax Specialist
612.367.8829
Tax Specialist
612.367.8829
 
Operations Manager
612.367.8814
Operations Manager
612.367.8814
 
Client Relations Manager
320.762.1880
Client Relations Manager
320.762.1880
 
Banking Specialist
612.367.8817
Banking Specialist
612.367.8817
 
Pam Hagen joined NorthRock Partners in 2011 as Banking Specialist. She has been in the Financial Services industry for over 14 years including roles in Accounting and Client Service.

At NorthRock, Pam is responsible for managing full-service banking relationships with our high-net-worth clients. Pam oversees a banking portfolio of our most complex accounts managing cash flow analysis, bill pay and other banking services. Pam takes great pride in knowing our clients entrust her with the day to day management of their banking duties allowing them to gain valuable time back into their lives.

Pam and her husband Brent live in Moundsview, MN where they enjoy traveling, attending and participating in sports activities, gardening, going on walks with their dog Jenna and spending time with family.

Receptionist
612.367.8800
Receptionist
612.367.8800
 
Sr. Operations Analyst
612.367.8800
Sr. Operations Analyst
612.367.8800
 
Client Service Manager
612.367.8833
Client Service Manager
612.367.8833
 
Christina joined NorthRock Partners in 2014 after graduating from Arizona State University with a degree in Journalism and Mass Communication (Go Sun Devils!).

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 relaxing on the lake with family and friends, and chasing her Goldendoodle, Winston, around the dog park. She currently lives in Richfield.

Operations Analyst
612.367.8837
Operations Analyst
612.367.8837
 
Client Service Manager
612.367.8815
Client Service Manager
612.367.8815
 
Craig joined NorthRock Partners in 2008 and has been working in the wealth advice industry for over eight years. He graduated from the University of St. Thomas with a degree in Finance.

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.

Investment Analyst
612.367.8800
Investment Analyst
612.367.8800
 
Investment Analyst
612.367.8838
Investment Analyst
612.367.8838
 
Operations Analyst
612.367.8842
Operations Analyst
612.367.8842
 
Client Service Manager
612.367.8826
Client Service Manager
612.367.8826
 
Beth joined NorthRock Partners in 2017 with 18 years of combined financial services and customer service experience.

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.

Administrative Assistant
612.367.8841
Administrative Assistant
612.367.8841
 
Client Service Manager
612.367.8835
Client Service Manager
612.367.8835
 
Nadine joined NorthRock Partners in 2014. She graduated Cum Laude from the University of St. Thomas with a Bachelor of Science degree in International Economics and a minor in Business Administration. As an undergraduate student, Nadine spent a semester studying abroad in London, England as a member of the London Business Semester, and also led groups of students on service trips nationally and internationally.

As a Client Service Manager, Nadine supports NorthRock’s Founding Partner and CEO, Rob Nelson. She focuses on providing ongoing communication and superior service to Rob’s diverse client base including corporate executives, professional money managers, entrepreneurs and professional athletes.

Nadine is an active member of Minnesota’s FPA chapter and is also currently studying to attain the CERTIFIED FINANCIAL PLANNER™ designation. In her spare time, Nadine enjoys traveling and spending time outdoors, especially hiking, camping, and canoeing.