- Client Service
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.