Heather Rosen, J.D.

Heather joined the NorthRock team after 12 years of representing high-net worth clients in private practice. She has dedicated her career to advising clients during the most important times in their lives. Having previously served as a partner at a leading law firm, Heather adds tremendous value to the NorthRock team with her unparalleled ability to navigate complex financial situations. Along with providing investment services, Heather’s team offers a wide range of Personal Office services including executive compensation planning, tax preparation & planning, employer benefits, estate planning and cash flow planning.