Advisors, Coaches, Friends. NorthRock Partners.

Our Personal Office™ experience is designed with one thing in mind: To ensure exceptional people live exceptional lives. For over 25 years, we’ve specialized in providing financial and lifestyle advice to truly great people across all industries and professions.
Our team-based approach surrounds you with experts in every area of your financial life to provide you with a consistent, disciplined strategy composed of the best available advice. Plus, as the deepest service provider in the Midwest, we have the resources to support you and your family any time your needs change or grow.

YOUR TEAM. EVERY STEP OF THE WAY.

  • Partners
  • Leadership
  • Advisors
  • Tax Specialists
  • Client Service
  • Support Staff
  • All
Amy Gimbel
Associate, Client Service 320.421.0115 amy@northrockpartners.com
With 15 years of experience in client satisfaction, Amy is responsible for prompt client response and execution of client related initiatives. Amy manages client interaction and coordination of client communication, client scheduling, client account management and professional services.
Becky Struck
Integrating over 18 years of comprehensive operations combining accounting, finance, human resources and executive leadership, Becky oversees firm management of finance, payroll and benefits. Becky drives financial discipline and strategic growth in nearly every corner of the business through a shared vision for department collaboration and partnership.
Beth Eklund
Associate, Business Administration 612.367.8814 beth@northrockpartners.com
With over 16 years of experience in accounting and finance, Beth manages the day-to-day accounting responsibilities that support the firm’s corporate commitment to financial management and financial reporting.
Beth Reeves
Associate, Client Service 612.367.8826 bethr@northrockpartners.com
With a strong focus on delivering client service for over 18 years, Beth is responsible for prompt client response and client satisfaction. Beth manages the synchrony and coordination of client communication, client scheduling and meeting preparation, cash flow management and professional services.
Brent Field, CFA®
Chief Investment Officer, Chief Operating Officer, Partner 612.367.8807 brent@northrockpartners.com
With over 18 years of experience in leading investment research and strategic direction, Brent is a holder of the right to use the Chartered Financial Analyst® designation. He leads the firm’s investment team in researching and implementing asset allocation, researching and selecting investments, directing trading activities and managing portfolios.
Brent Putz
Director, Sports and Entertainment Advisor, Personal Office 612.367.8805 brentp@northrockpartners.com
Incorporating over 12 years of comprehensive advice experience, Brent continues to counsel and advise clients in nearly every aspect of their personal lifestyle and professional career. Whether he’s offering guidance on financial planning to a professional athlete or coaching an executive through a material career change, Brent has developed a reputation for impacting the lives of his clients and their family members.
Brian Kruse
Advisor, Personal Office 612.367.8813 brian@northrockpartners.com
Leveraging over 20 years of relationship management experience, Brian continues to be a trusted advisor to his growing national client base. With a focus on coaching high-performing individuals, Brian partners with executives and professional athletes to identify household goals and accumulate necessary wealth.
Brooks Bollinger
Advisor, Personal Office 612.367.8819 brooks@northrockpartners.com
Incorporating over 15 years of leadership and coaching experience, Brooks delivers sound counsel and lifestyle advice to clients in nearly every stage of their professional career. As a former NFL quarterback, Brooks delivers a distinct client understanding of the complex Personal Office™ services that benefit professional athletes and their family members.
Christina Clukey
Associate, Client Service 612.367.8833 christina@northrockpartners.com
With over 5 years of experience driving excellence in operations and client experience, Christina is responsible for prompt client response and client satisfaction. Christina manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.
Craig Morcos, CFP®
Sr. Associate, Client Service 612.367.8815 craig@northrockpartners.com
As a Certified Financial Planner® professional with over 10 years of experience in operations and client experience, Craig is responsible for providing prompt client advice and client satisfaction. Often recognized for the depth of trust and appreciation his clients express, Craig approaches client service with a desire to best understand his clients' short-term needs and long-term goals.
Dominic Knauf, MBA
With more than 20 years of executive leadership and industry management experience, Dominic leads advisor relationships at NorthRock Partners across multiple offices throughout the country. With an impressive reputation for people leadership, Dominic also manages the approach and execution of strategic relationships and business development partnerships.
Donny Braun
Partner and Advisor, Personal Office 612.367.8808 donny@northrockpartners.com
Integrating more than 20 years of industry knowledge and experience into his role, Donny supports Fortune 500 corporate executives, entrepreneurs and family office clients of NorthRock Partners. During his tenure with the firm, Donny has been responsible for driving strategic growth and innovation of the firm’s Client Service division to create a leading RIA business model.
Erin Berns, MBA
Advisor, Personal Office 320.421.0121 erin@northrockpartners.com
With over 10 years of experience in finance and banking services, Erin delivers comprehensive lifestyle and professional advice to individuals and their family members. With a focus on strategic planning and the integration of comprehensive services, Erin creates an unforgettable client experience.
Heather Favre, CPA, MBT, CFP®
Director, NorthRock Tax Services 612.367.8845 heatherf@northrockpartners.com
As a Certified Public Accountant and a Certified Financial Planner® professional with over 18 years of experience in comprehensive tax and financial planning, Heather provides sophisticated solutions to clients. Heather drives a comprehensive partnership between tax services, client and Personal Office™ Advisor by working in synchrony to integrate tax expertise with client goals week after week.
Heather Schumacher
Associate, NorthRock Tax Services 612.367.8841 heather@northrockpartners.com
Implementing over 10 years of accounting and client administration, Heather is responsible for coordinating administrative operations within the tax services division of NorthRock Partners. With an emphasis on strong client communication to ensure prompt response and resolution, Heather has a reputation for driving process execution.
Hunter Black
Hunter is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Hunter drives portfolio reporting and data integrity for client meetings.
Jack Radford
Jack is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Jack drives portfolio reporting and data integrity for client meetings.
Jake Braun
Jake is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Jake drives portfolio reporting and data integrity for client meetings.
Jed Magstadt
Advisor, Personal Office 612.367.8811 jed@northrockpartners.com
Integrating over 5 years of advice coaching and lifestyle management, Jed serves as trusted counsel to executives looking to further cultivate their careers. With a focus on navigating executive compensation and benefits, Jed partners with clients to provide strategic guidance on complex lifestyle matters and critical career decisions to ensure clients have a personalized approach for continued success.
Jim Lund, CFP®, MBA
CEO & Founding Partner 612.367.8803 jim@northrockpartners.com
With more than 30 years of experience as a financial advisor, Jim delivers the Personal Office™ experience to corporate executives, business owners, families and nonprofit entities. Jim continues to earn recognition as one of America’s Top Financial Planners by Consumers' Research Council of America.
Jon Carlson
Sr. Associate, Operations 612.367.8816 jon@northrockpartners.com
With over 7 years of senior technology administration and systems architecture experience, Jon is responsible for the strategic vision and approach of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Jon leverages disruptive technology to create streamlined efficiencies in every department of the company.
Kristin Bilden
Sr. Associate, Client Service 612.367.8802 kristin@northrockpartners.com
With over 23 years of experience in operations and client experience, Kristin is responsible for prompt client advice and client satisfaction. Kristin manages the synchrony and coordination of supporting affluent and high-performing executives. Kristin approaches client service with a desire to best understand client short-term needs and long-term goals.
Lacey Stenson, MBA
Chief of Staff, Partner 612.367.8820 lacey@northrockpartners.com
Assimilating over 15 years of experience leading corporate operations, financial management and executive leadership, Lacey manages the firm’s strategic vision for people operations. With a focus on leadership, culture and talent development, Lacey drives organizational capacity-building and execution of firm priorities.
Larissa Smith
Associate, Client Service 612.367.8810 larissa@northrockpartners.com
With over 13 years of experience driving excellence in operations and client experience, Larissa is responsible for prompt client response and client satisfaction. Larissa manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.
Lori O’Connor, MBA
With over 17 years of experience, Lori is responsible for investment research, client investment management, monitoring portfolio allocations and account rebalancing.
Mark Angell, CPA, MBT
Director, NorthRock Tax Services 612.367.8809 mark@northrockpartners.com
As a Certified Public Accountant with over 11 years of experience in public accounting, Mark provides planning and projection guidance to ensure clients are continuously aware of tax opportunities. Mark drives a comprehensive partnership between tax services, client and Personal Office™ Advisor by working in synchrony to integrate tax expertise with client goals week after week.
Matt Olson, CPA
Senior Tax Specialist, Partner 612.367.8812 matt@northrockpartners.com
Culminating over 27 years of senior executive leadership, Matt is responsible for driving the strategic vision and direction of client tax services. Having an expert understanding of complex tax planning and tax preparation for both individuals and businesses, Matt drives a seamless client experience.
Meghann Rand
Infusing over 5 years of experience in design and brand management, communications, marketing and digital strategy, Meghann is responsible for leading the strategic vision and approach of brand management of the firm. With an ability to create elegance and sophistication through nuanced detail, Meghann continues to generate brand recognition from intentional target markets and enhance the client experience through strategic design and curation.
Mike Phillipson, CFA®, MBA
With over 12 years of experience, Mike is responsible for investment research, client investment management, monitoring portfolio allocations and account rebalancing.
Nadine Thibault
With over 4 years of experience executing excellence in operations and client experience, Nadine is responsible for prompt client response and client satisfaction. Nadine manages the synchrony and coordination of client communication, client scheduling and meeting preparation, client account management and professional services.
Pam Hagen
Manager, Banking Services 612.367.8817 pam@northrockpartners.com
Leveraging over 15 years of accounting, banking and client service experience, Pam is responsible for managing full-service banking relationships on behalf of affluent clients and leading personal financial management. She directs department execution of client cash flow analysis, client bill pay and client banking services.
Paul Clausen
Sr. Associate, NorthRock Tax Services 612.367.8829 paul@northrockpartners.com
As a tax specialist with over 12 years of financial planning and tax accounting experience, Paul manages the administration of client tax preparation and tax filing for both individuals and business entities.
Peter Hoff
Advisor, Personal Office 320.421.0428 pete@northrockpartners.com
With over 15 years of experience in the financial service industry, Pete brings a passion and commitment to serving clients by navigating complex financial issues in a manner that’s relevant to them and with an approach that’s customized to their respective needs.
Phil Ebner
Advisor, Personal Office 612.367.8825 phil@northrockpartners.com
With over 12 years of experience advising individuals, executives, private equity and venture capital principals, Phil leads clients and their families to understand the complexities of affluent financial management and prepare for longterm goals. Phil approaches client relationships with an emphasis on firm-wide collaboration and high-touch client experience.
Rob Nelson, ChFC®
CEO & Founding Partner 612.367.8801 rob@northrockpartners.com
Bringing more than 25 years of industry leadership and executive management experience to his role with the company, Rob manages corporate direction and strategy at NorthRock Partners. With a focus on driving a Personal Office™ experience for every client, Rob continues to build a growing company that serves an exceptional client list of hedge fund managers, entrepreneurs, athletes, Fortune 500 corporate executives and multi-generational families from coast to coast.
Sam Cari, J.D.
Director, Estate Planning and General Counsel 612.367.8832 sam@northrockpartners.com
Integrating over 12 years of legal counsel and financial planning experience, Sam drives client strategy and implementation of estate planning. As General Counsel, he is responsible for leading senior management with effective advice on corporate strategic legal initiatives.
Shawn Jacobson, CFP®, ChFC®, MBA, MSFS
Advisor, Personal Office 612.367.8818 shawn@northrockpartners.com
Leveraging over 20 years of impactful and meaningful client relationships, Shawn continues to deliver extensive education and advice in retirement, estate planning, insurance and investments to affluent clients.
Steve Greavu
Applying over 10 years of finance and operations management, Steve is responsible for leading process strategy and procedure implementation across the firm. Managing system and platform innovation, Steve creates operational efficiencies between every department to drive execution of client needs.
Taylor Moore
Taylor is responsible for the integration of technology, platforms and innovation within firm operations. Working in partnership with the advice team and client service team, Taylor drives portfolio reporting and data integrity for client meetings.
Tyler Karlstad
Associate, Concierge Services 612.367.8827 tyler@northrockpartners.com
Tyler brings 5 years of diverse management and service experience into his role with the company. Tyler provides concierge support and coaching in the areas of travel arrangements, lifestyle management, entertainment curation, personal assistants, household management and transportation services.
Will Curtis
Associate, Concierge Services 612.367.8800 will@northrockpartners.com
Will brings over 3 years of brand design and hospitality experience into his role with the company. Will provides concierge support and coaching in the areas of travel arrangements, lifestyle management, entertainment curation, catering services, household management and transportation services.
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