Conseillers, Coachs, Amis. NorthRock Partners.
Notre expérience Personal Office® a été conçue dans un seul but : faire en sorte que les personnes exceptionnelles mènent une vie exceptionnelle. Depuis plus de 25 ans, nous sommes spécialisés dans la prestation de conseils relatifs aux finances et à la gestion de vie à des personnes vraiment exceptionnelles, de tous secteurs et de toutes professions.
VOTRE ÉQUIPE. À CHAQUE ÉTAPE
- Partenaires
- Direction
- Conseillers
- Spécialistes en Fiscalité
- Service Client
- Personnel Administratif
- Tous


Anthony Mlachnik
With over 12 years of private wealth management advisory experience,
Anthony successfully counsels and advises clients while delivering a
Personal Office® experience.
Anthony is motivated through his client relationships and strives to
build a platform for ongoing comprehensive and customized advice as
his clients’ needs change and grow.


Chad Thalheimer
With over 16 years of private client advisory experience, Chad is
inspired each day by the opportunity to deepen client relationships
from the center of their financial lives. Chad delivers comprehensive
advice while helping clients navigate complex planning decisions and
ensuring their values and financial priorities remain aligned.


Christopher Jasper
Integrating over 16 years of private wealth management advisory
experience, Chris serves as a trusted advisor to affluent clients,
helping them navigate complex and comprehensive planning decisions and
harmonize their financial lives. With a commitment to developing
meaningful relationships, he is inspired by helping clients align
their values, priorities and goals to make clear, educated financial
decisions.


Todd Moser
Integrating over 16 years of private wealth management advisory
experience, Todd is responsible for driving strategic growth and
implementing the Personal Office®
experience for his clients. A member of the full-service NorthRock
Partners Chicago team, Todd supports Fortune 500 corporate executives
nationwide as well as partnering with entrepreneurs and families to
help them achieve their personal and financial goals.


Abby Johnson
With more than 5 years of experience in finance and client service,
Abby manages the coordination and execution of NorthRock’s Social
Impact strategy. Abby leads the day-to-day operational and framework
development by partnering with teams across the organization.


Amy Gimbel
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.


Beth Eklund
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, ChFC®
With a strong focus on delivering client service, Beth works alongside our Client Service and Advisor teams to deliver a world-class customer experience by developing internal processes, technology training and alignment across all departments.


Brent Field, CFA®
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 Barrett, CFP®
With over 5 years of client service experience, Brian is responsible
for prompt client response and client satisfaction. Brian manages the
synchrony and coordination of client communication, client scheduling
and meeting preparation, cash flow management and professional
services.


Brian Kruse
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.


Brittany Johnson
Brittany is responsible for the integration of technology, platforms
and innovation within firm operations. Working in partnership with the
advice team and client service team, Brittany drives portfolio
reporting and data integrity for client meetings.


Chelsea Krebs
Chelsea assists in the management of full-service banking
relationships and coordination of personal financial management on
behalf of affluent clients. She facilitates client cash flow analysis,
client bill pay and client banking services.


Christina Clukey
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.


Dan Basinger, CFP®, BFA™
As a Certified Financial Planner® professional with 10
years in the financial services industry, Dan is responsible for
providing prompt client advice and client satisfaction. Dan manages
the synchrony and coordination of supporting affluent and
high-performing executives. Dan approaches client service with a
desire to best understand client short-term needs and long-term goals.


David Naples, J.D., LL.M.
Bringing over 25 years of practice on tax, business and succession
planning, David provides support for multi-generational businesses,
families and entrepreneurs. In his multi-disciplined role, David
drives the success of a Personal Office®
experience for clients through strategic advice and trusted
relationships.


Donny Braun
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.


Elliot Risbrudt
With 10 years of experience driving excellence in operations and
client experience, Elliot is responsible for prompt client response
and client satisfaction. Elliot manages the synchrony and coordination
of client communication, client scheduling and meeting preparation,
client account management and professional services.


Erin Berns, MBA
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.


Erin Wilson
With 5 years in client service experience, Erin is responsible for
prompt client response and client satisfaction. Erin manages the
synchrony and coordination of client communication, client scheduling
and meeting preparation, cash flow management and professional
services.


Heather Favre, CPA, MBT, CFP®
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 Hanson
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, CFP®
Starting as an intern in the Operations department, Hunter has held
multiple positions within the organization from Operations Associate,
to Investment Associate, and now, most recently, he serves as a
Project Manager within the Technology and Operations team. Hunter is
responsible for overseeing and reporting on all of the firm’s projects
meant to affect positive change in the client and employee experience.


Jack Radford
With several years of experience driving excellence in operations and
client experience, Jack is responsible for prompt client response and
client satisfaction. Jack manages the synchrony and coordination of
client communication, client scheduling and meeting preparation,
client account management and professional services.


Jake Braun
With several years of experience driving excellence in operations and
client experience, Jake is responsible for prompt client response and
client satisfaction. Jake manages the synchrony and coordination of
client communication, client scheduling and meeting preparation,
client account management and professional services.


Jana Dowell
With 15 years of focus in the financial industry, Jana is responsible
for prompt client response and client satisfaction. Jana manages the
synchrony and coordination of client communication, client scheduling
and meeting preparation, cash flow management and professional
services.


Jed Magstadt
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
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 is a sought after speaker and has made
numerous appearances on local and national media including CNBC, Wall
Street Journal, Forbes, WCCO, KARE, FOX, and Star Tribune.


Jordan Anderson
Jordan is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Jordan drives portfolio reporting
and data integrity for client meetings.


Josh Glorch, BFA™
With 15 years of client experience in the financial industry, Josh is
responsible for prompt client response and client satisfaction. Josh
manages the synchrony and coordination of client communication, client
scheduling and meeting preparation, cash flow management and
professional services.


Joy Wink, CRPC®, APMA®
With over 29 years of client experience and advising in financial
services, Joy is responsible for prompt client advice and client
satisfaction. Joy manages the synchrony and coordination of supporting
affluent and high-performing executives, while providing trusted
advice to clients.


Kendal Rathe
With 10 years of client experience in the financial industry, Kendal
is responsible for prompt client response and client satisfaction.
Kendal manages the synchrony and coordination of client communication,
client scheduling and meeting preparation, cash flow management and
professional services.


Kristin Bilden, CFP®
With over 23 years 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.


Lori O’Connor, CFA, 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
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
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.


Pam Hagen
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
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
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.


Rob Nelson, ChFC®
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.
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
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 executing the strategic agenda of the Office of the
President ensuring alignment in each of NorthRock’s offices and across
all lines of business. Steve focuses on M&A due diligence, business
development, operational efficiencies between departments and
elevating NorthRock’s experience-based Personal Office®
approach.


Steven Thyken, CTFA
Incorporating over 10 years of experience in financial and trust
services, Steven provides support for the Estate Planning team,
driving active collaboration and allowing for seamless client
experience. As a Certified Trust and Fiduciary Advisor, Steven
cultivates meaningful relationships with clients while helping them
navigate their personal and professional goals.


Tony Parker
President, NorthRock Sports, Artists and Entertainment
612.367.8800
After an impressive 18 year career in the NBA that included four NBA
titles, six All-Star selections and a 2007 NBA Finals MVP, Tony leads
NorthRock’s emerging Sports, Artists and Entertainment division. Tony
works alongside NorthRock’s advisory team that consults professional
athletes, artists and entertainers to create long-term, comprehensive
strategies while providing services to manage unique and complex
lifestyles.


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.


Grant Soderberg
As a tax specialist with over 5 years of tax accounting experience,
Grant manages the administration of client tax preparation and tax
filing for both individuals and business entities.


Mark Steffen
With over 20 years of experience conducting research and due diligence
on investment managers, Mark is a Senior Investment Analyst on the
Investments team. Mark is a holder of the right to use the Chartered
Financial Analyst® and the Chartered Alternative Investment Analyst®
designations. He is responsible for researching and selecting
investments, asset allocation guidance, and portfolio management.


Jason Besler, CPA
Leveraging over 20 years of public accounting experience, Jason is
responsible for driving corporate financial discipline and financial
reporting across the company to guide accelerated growth and strategic
direction.


Donna Buchholz
Donna is responsible for prompt client response, client scheduling,
and managing the client experience.


Chrissy Ambrose, J.D.
Leveraging over 15 years of experience in the financial services and
legal industries, Chrissy guides an experienced team of client service
professionals in creating an industry-leading Personal Office®
experience. She drives forward-leaning insight to lead organizational
initiatives that drive innovation and world-class service.


Craig Bartlett, CFP®
As our Vice President of Advisor Growth and Development Craig leads
our Advisory team. With over twenty-five years in the wealth
management industry in a variety of leadership roles, Craig brings a
strong focus on an outstanding experience and creating long term
comprehensive strategies tailored to the unique circumstances of our
clients.


Jacob Murray
Jacob is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Jacob drives portfolio reporting
and data integrity for client meetings.


Kristina Galdonik
With nearly two decades of experience supporting C-level executives,
Kristina is uniquely positioned as a primary gatekeeper, problem
solver, and administrator to support execution and create strong lines
of communication between the CEO and other parties. As a right-hand
partner to the Chief of Staff, Kristina serves as an extension of the
CEO office.


Rebecka Lassen
As NorthRock Partners’ Office Manager, Rebecka is responsible for
day-to-day administrative functions and is committed to making our
clients and guests have a world class experience visiting our offices.
She integrates her 14 years of full-time army service in logistics to
ensure synchrony in operations across all our office locations. The
wealth of knowledge and customer service that she has acquired through
entrepreneurial skills and a tenured military career, equips NorthRock
Partners to deliver a client experience like no other.


Will Griffith, CFA®, CAIA®
With nearly 5 years of experience conducting research and due
diligence on investment managers, Will is an Analyst on the Investment
team. Will is a holder of the right to use the Chartered Financial
Analyst®. He is responsible for investment research, client investment
management, monitoring portfolio allocations, and account rebalancing.


Sean Baenen
With three decades of experience as an executive, entrepreneur and
investor, Sean personifies NorthRock’s experience-based Personal
Office® approach. As Chair of
NorthRock’s Executive Leadership Committee, he is responsible for all
Investment Management, Finance, M&A, People/Talent, Legal, IT and
Operations in each of NorthRock’s offices and across all lines of
business.
Previously, Sean worked in the field of equity investments in human capital — joining Fantex prior to completion the first-ever IPO of a tracking stock tied to athlete earnings and, later, as leader of X10 Capital Management’s advisory-driven Athlete 360° Program. A long-time entrepreneur in Silicon Valley, Sean has a successful track record in both the smart device and personal care sectors. These entrepreneurial and investment experiences followed his tenure as the executive in charge of Guthy|Renker’s global front-end operations. At NorthRock, Sean seeks to marry the fluid organizational intelligence required in a startup environment with larger corporate operational excellence to amplify our unique wealth-management businesses.
Previously, Sean worked in the field of equity investments in human capital — joining Fantex prior to completion the first-ever IPO of a tracking stock tied to athlete earnings and, later, as leader of X10 Capital Management’s advisory-driven Athlete 360° Program. A long-time entrepreneur in Silicon Valley, Sean has a successful track record in both the smart device and personal care sectors. These entrepreneurial and investment experiences followed his tenure as the executive in charge of Guthy|Renker’s global front-end operations. At NorthRock, Sean seeks to marry the fluid organizational intelligence required in a startup environment with larger corporate operational excellence to amplify our unique wealth-management businesses.


Steph Wahlund, M.A.
Partnering with the Director of Operations, Steph oversees execution
of the priorities of the Group President, ensuring NorthRock's
objectives are communicated clearly, are thoroughly resourced and on
track globally. As part of these responsibilities, Steph is
responsible for the execution and follow up of all firm strategic
planning functions — including Executive Board, Partner, and
Leadership Committee sessions. Applying her deep experience in
organizational design, client management, people operations, and
process improvement, Steph leads the Office of the President in
managing the corporate agenda based on the mandates of leadership and
ensuring each department is in alignment with company priorities and
values.


Colton Higgins
Colton is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Colton drives portfolio reporting
and data integrity for client meetings.


Said Bakr
Said is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Said drives portfolio reporting
and data integrity for client meetings.


Keaton Duchow
Keaton is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Keaton drives portfolio reporting
and data integrity for client meetings.


Emily Vennerstrom
With more than 15 years of experience in corporate social
responsibility and philanthropy initiatives, Emily plays a vital role
in helping NorthRock expand our legacy commitment to social and
corporate impact. With a focus on community impact and investment,
Emily collaborates with clients to help them envision, develop and
achieve their philanthropic goals.


Nicole Sullivan
As the Chief of Staff at NorthRock Partners, Nicole Sullivan serves as
a strategic advisor and counselor to the CEO and oversees executive
office functioning. In partnership with the CEO and President, Nicole
focuses on aligning systems with people and empowering leaders to
achieve strategic and business goals. Nicole brings over 13 years of
executive coaching and operational consulting experience to the
position.


Jeff Smith, J.D., LLM, CRCP, IACCP, CRM
As NorthRock's CCO and CCLO, Jeff brings over 20 years of experience
strengthening the legal, compliance and risk management functions of
investment advisers, broker-dealers, and investment vehicles. With
experience in securities and investments, having worked as a business
and compliance attorney and a corporate executive, Jeff spearheads
NorthRock's risk mitigation efforts.


Jenni Smith
With several years driving excellence in operations and client
experience, Jenni is responsible for prompt client response and client
satisfaction. Jenni manages the coordination of client communication,
client scheduling and professional services.


Diana Marianetti, J.D.
Diana brings over a decade of high-net-worth estate planning
experience to NorthRock's Estate Planning team. Although Diana is
highly skilled at creating complex and comprehensive estate plans, her
true gift is her ability to bring simplicity and support to the estate
planning process. Diana enjoys working with clients in all stages of
life to provide the Personal Office®
experience.


Dylan Wondra, CFP®
As a Certified Financial Planner™ professional with over 10 years in
the financial services industry, Dylan is responsible for providing
prompt client advice and client satisfaction. He manages the synchrony
and coordination of supporting affluent, high-performing executives
and athletes. Dylan approaches client service with a desire to best
understand client short-term needs and long-term goals.


Sarah Rushford, CPA
As a Certified Public Accountant with over 15 years of experience in
public accounting and financial services tax planning, Sarah provides
strategic tax planning opportunities to clients. Sarah 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.


Krista Hout, CPA
As a Certified Public Accountant with over 3 years of financial
planning and tax accounting experience, Krista manages the
administration of client tax preparation and tax filing for both
individuals and business entities.


Son Truong
With 3 years of experience in the financial services and banking
industry, Son is an Associate on the Investment Team. He is
responsible for investment research, client investment management,
monitoring portfolio allocations, and account rebalancing.


Kellee Vedders
Having studied graphic design and working in the communications and
advertising industry for 10 years, Kellee plays a vital role as
designer and keeper of NorthRock's graphic standards and the visual
expression of our brands.


Jessica Radatz, MBA
With nearly 10 years of experience in the marketing industry, Jessica
partners with creative teams in the formation of print and digital
marketing campaigns to nurture existing brands and build new ones from
the ground up, powered by client centric strategies.


John Wiitala
John is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, John drives portfolio reporting
and data integrity for client meetings.


Peter Alexander, CFP®
Utilizing over twenty years of experience in Tax and Financial
Planning, Peter assists with administrative operations within the tax
services division of NorthRock Partners.


Marc Heintzman
With over 10 years of IT experience, Marc continuously identifies
areas of opportunity for technology growth, adoption and alignment for
all departments based off the reported ticketing data and advisor team
feedback. Marc oversees all IT help-desk related issues for our
growing firm at multiple locations and manages numerous IT vendor
relationships.


Conner Kelderman, CPA
As a Certified Public Accountant with over 9 years of experience in
public accounting, Conner has experience in US domestic and expatriate
taxation complexities. Conner manages the tax preparation and filing
for both individuals and business entities.


Jacob Rahbain
With several years of experience driving excellence in operations and
client experience, Jacob is responsible for prompt client response and
client satisfaction. Jacob manages the synchrony and coordination of
client communication, client scheduling and meeting preparation,
client account management and professional services.


Michael Perez
Michael is responsible for managing aspects of NorthRock’s most
strategic, complex, and high value projects influencing company
operations, client service, and planning advice. On a regular basis,
Michael evaluates the business processes and department needs to
maximize the functions effectiveness and efficiency.


Nick Beck
Nick is responsible for investment research, client investment
management, monitoring portfolio allocations and account rebalancing.


Will Enzler
Will is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Will drives portfolio reporting
and data integrity for client meetings.


Lizzy Dorner
Lizzy is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Lizzy drives portfolio reporting
and data integrity for client meetings.


Vanessa Wharton
Associate, NorthRock Tax Services Small Business Accountant
612.446.5214
vanessa.wharton@northrockpartners.com
Encompassing nearly a decade of multifaceted accounting experience,
Vanessa is responsible for our client small business accounting needs.


Kal Lunde
Kal is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Kal drives portfolio reporting
and data integrity for client meetings.


Mike Vermace, Ph.D.
Mike serves as a software developer and platform administrator.
Bringing nearly three decades of experience in higher education and
research, Mike is a proponent of continuous learning and comes with a
broad knowledge and application of technology.


Caitlin Abram, J.D.
Caitlin has nearly 15 years of experience developing customized
estate, tax, business succession, and charitable planning for
high-net-worth individuals and families. She works with NorthRock
clients to create plans and explore strategies to accomplish their
estate planning objectives within the framework of federal and state
income and transfer tax laws. By providing straightforward, concise
explanations of estate planning laws and options, she empowers clients
to make decisions and feel confident in the plans they put in place.


Danielle Srock
With over a decade of experience supporting C-Suite executives,
Danielle provides high level strategic and administrative support to
the Office of the President, navigating complex scheduling and travel
management, communications, event, and project management. She works
in partnership with the President and his team to ensure the office
runs smoothly, serving as a bridge between other departments, and
acting as a gatekeeper to the President’s schedule, protecting the
prioritization of firm initiatives.


Erin Schulze
With an eight year background in house management, personal assistant
and personal chef, Erin brings unique skills to the NorthRock team and
executive office. She is dedicated to making everyone’s day-to-day
life more efficient by having strong time management, organization and
communication skills.


Marie Moringstar
Marie is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Marie drives portfolio reporting
and data integrity for client meetings.


Cat Forsgren, M.A.
Associate, Executive Assistant & Project Coordinator
612.355.7823
cat.forsgren@northrockpartners.com
Incorporating seven years of experience in communications, project
coordination, and administration, Cat utilizes her love of detail
management to support the Chief of Staff and assist the Executive
Office team by managing project workflow.


Sumit Mehta
As Chief Financial Officer of NorthRock Partners, Sumit is responsible
for managing the critical financial systems of the business as well as
informing strategic and management decisions across all offices and
lines of business.
With over 25 years of experience, Sumit's previous roles span portfolio management, investment advisory, institutional relationship management and investment banking at firms including JP Morgan, UBS, Raymond James, Susquehanna International Group and Merrill Lynch. He has earned an MBA from the University of Michigan and a BA with Honors in Economics from the University of Texas at Austin. Sumit holds investment banking, brokerage, M&A and investment advisory securities licenses as well as a Certificate in Financial Technology from Harvard University.
With over 25 years of experience, Sumit's previous roles span portfolio management, investment advisory, institutional relationship management and investment banking at firms including JP Morgan, UBS, Raymond James, Susquehanna International Group and Merrill Lynch. He has earned an MBA from the University of Michigan and a BA with Honors in Economics from the University of Texas at Austin. Sumit holds investment banking, brokerage, M&A and investment advisory securities licenses as well as a Certificate in Financial Technology from Harvard University.


Patrick Shipway, MEd
Bringing over a decade of educational technology and curriculum design
knowledge, Patrick manages the firm's learning and development.
Patrick is responsible for ensuring that all systems work in unison,
analyzing program proficiency and overall staff learning and growth.


Leah Barr, M.A.
Leah is responsible for expanding NorthRock’s legacy commitment to
philanthropy. By partnering across the organization and with clients,
Leah supports effective and impactful giving solutions, enhancing the
communities in which we live.


Shauna Bednar, CTFA
With 13 years of experience in financial services specializing in
client experience, Shauna is responsible for prompt client response
and client satisfaction. Shauna manages the synchrony and coordination
of client communication, client scheduling and meeting preparation,
cash flow management and professional services.


Bob Becker
Director, Information Technology in Operations & Technology
612.230.3888
bob.becker@northrockpartners.com
Bob brings 20+ years in IT with him to NorthRock Partners. He is a
technical leader, IT generalist with a passion for people and
development of IT planning and strategy. He brings strong
collaboration and vendor management and contract negotiation skills as
well as empowers winning technology teams.


Natalie Stange
Natalie is responsible for the integration of technology, platforms
and innovation within firm operations. Working in partnership with the
advice team and client service team, Natalie drives portfolio
reporting and data integrity for client meetings.


Madeline Bianchi
Associate, Client Service Administrator in Client Service
612.230.2423
madeline.bianchi@northrockpartners.com
With several years of experience driving excellence in operations and
client experience, Madeline is responsible for prompt client response
and client satisfaction. Madeline manages the synchrony and
coordination of client communication, client scheduling and meeting
preparation, client account management and professional services.


Char Myren
Associate, Client Service Administrator in Client Service
320.421.0108
char.myren@northrockpartners.com
With over 30 years of experience in office administration and customer
service, Char offers NorthRock clients confidentiality,
professionalism, and expertise. She is responsible for prompt client
response and execution of client related initiatives. Working in the
Alexandria office, Char will greet you with a warm welcome upon your
arrival.


Linda Winkelman
Senior Associate, Client Service in Client Service
612.230.3161
linda.winkelman@northrockpartners.com
With over 17 years in the Insurance Industry and 6 years as a
Financial Advisor, Linda is responsible for prompt client response and
client satisfaction. Linda manages the synchrony and coordination of
supporting affluent clients. Linda approaches client service with a
desire to best understand client short-term needs and long-term goals.


Katie Spooner
Katie is responsible for the integration of technology, platforms and
innovation within firm operations. Working in partnership with the
advice team and client service team, Katie drives portfolio reporting
and data integrity for client meetings.


Charlie Christopher
As a Financial Analyst, Charlie is responsible for planning, modeling
and analysis across all offices and lines of business. Additionally,
Charlie assists the Controller with budgeting and reporting; and the
CFO with company-wide strategic initiatives.
Charlie’s previous roles span capital advisory, consulting, corporate finance and portfolio management.
Charlie’s previous roles span capital advisory, consulting, corporate finance and portfolio management.


Lucas Charte Garcia
Working with professional athletes for the last 12 years, Lucas brings
his global network and business management experience to the NRX team.
As Director, Athlete Management & Relations NRX, he will be
responsible of client management, relationship with sport institutions
and coordination with other athlete’s local or international
professional services.
Before joining the firm, Lucas ran his own company, Management 4 Athletes LLC — an international focused business management boutique, serving non-American basketball and soccer players in the US. With a marketing and sports focus, Lucas has successfully advised and participated in multiple investments, including elite training facilities in Europe - Next MVP LLC, or sports digital content and gaming platform – Take Over LLC.
Lucas will be one of the international connections between US and the rest of the world that NRX is implementing to better serve our clients with worldwide impact and business.
Before joining the firm, Lucas ran his own company, Management 4 Athletes LLC — an international focused business management boutique, serving non-American basketball and soccer players in the US. With a marketing and sports focus, Lucas has successfully advised and participated in multiple investments, including elite training facilities in Europe - Next MVP LLC, or sports digital content and gaming platform – Take Over LLC.
Lucas will be one of the international connections between US and the rest of the world that NRX is implementing to better serve our clients with worldwide impact and business.