Northrock Partners, LLC

Angela Parker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC. She previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 12 years. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and personal office services. The firm emphasizes a holistic, asset-allocation driven approach with diversification, rebalancing, and the use of Independent Managers, supported by operational ties to accounting and tax professionals.

Alison Diessner is a financial advisor at NorthRock Partners, LLC with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, and retirement plan consulting. The firm employs a holistic, asset-allocation driven approach emphasizing diversification, rebalancing, and the use of independent managers, and also offers tax planning, bill-pay services, and lifestyle management.

Erin Rogers is a CFP® professional with 12 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC. Her prior roles include positions at Lion Street Financial, Curi Capital, and Fidelity. NorthRock Partners serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and private funds through a comprehensive wealth management program that combines financial planning, portfolio management, retirement plan consulting, and tax services. The firm employs a holistic, asset-allocation driven approach emphasizing diversification, rebalancing, and the use of independent managers, supported by operational ties to accounting and tax professionals as well as lifestyle-management and charitable consulting services.

Charles Benziger is a financial advisor at NorthRock Partners, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Parkside Advisors LLC and Parkside Capital Advisors, LLC. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm employs a holistic, asset-allocation driven approach emphasizing diversification and uses independent managers, complemented by operational ties to accounting and tax professionals and lifestyle-management and charitable consulting services.

Samantha Barrett is a financial advisor at NorthRock Partners, LLC with a Series 66 designation and over six years of experience in the financial services industry. Her prior roles include positions at Ameriprise Financial Services, Inc., WGG Wealth Partners, and SCF Securities, INC. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, and retirement plan consulting. The firm employs a holistic, asset-allocation driven approach emphasizing diversification and the use of independent managers, supported by operational ties to accounting and tax professionals as well as licensed insurance agents.

Todd Moser is a CFP® with 22 years of industry experience, currently serving as an advisor at NorthRock Partners, LLC. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining NorthRock. Moser serves on the board of the Children’s Heart Foundation and holds fiduciary roles such as trustee and personal representative. NorthRock Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and private funds, offering financial planning, portfolio management, retirement plan consulting, and tax services. The firm employs a holistic, asset-allocation driven approach with a focus on diversification, rebalancing, and the use of independent managers.

Austen Clark is a financial advisor at NorthRock Partners, LLC with a Series 65 credential and three years of industry experience. He previously worked at Ballentine Partners, LLC, NERA Economic Consulting, and Exiger LLC. Outside of advisory work, he has experience in the hospitality sector, including a role at Stonestreet Winery. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a comprehensive wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm emphasizes a holistic, asset-allocation driven approach and maintains operational ties to accounting, tax professionals, and insurance agents.

Christopher Jasper is a CFP® with 22 years of experience in the financial services industry. He has worked at NorthRock Partners, LLC since 2019 and previously spent 16 years at Ameriprise Financial Services, Inc. Jasper is also an independent insurance broker and maintains an active Illinois insurance license. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a comprehensive wealth management program that includes financial planning, portfolio management, retirement plan consulting, and tax services. The firm employs an asset-allocation driven approach with a focus on diversification, rebalancing, and the use of independent managers, alongside operational ties to accounting and tax professionals and licensed insurance agents.

Thomas McGannon is a CFA® charterholder with 11 years of industry experience. He is currently with NorthRock Partners, LLC and previously worked at Glynn Capital, Llog, and Whetstone Capital Advisors, LLC. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and tax services. The firm employs a holistic, asset-allocation driven approach with an emphasis on diversification, rebalancing, and the use of independent managers.

Lori O'Connor is a CFA® charterholder based in Minneapolis, MN, with four years of industry experience. She has been with NorthRock Partners, LLC since 2013, including its predecessor entity, and previously worked at Purshe Kaplan Sterling Investments. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, and retirement plan consulting. The firm employs a holistic, asset-allocation driven approach emphasizing diversification and independent manager oversight, supported by affiliated tax, insurance, and lifestyle-management services.

Andrew Dunbar is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 12 years. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm emphasizes a holistic, asset-allocation driven approach with diversification and ongoing manager due diligence, and it offers tax planning, bill-pay services, and charitable consulting.

Cody Okeefe is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Bank of the West. Outside of advising, he is involved in independent insurance brokering, specializing in Medicare Supplement and fixed annuity products. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm employs an asset-allocation driven approach emphasizing diversification and utilizes independent managers while maintaining operational ties to accounting, tax professionals, and licensed insurance agents.

Dylan Seubert is a CFP® professional with 15 years of industry experience, currently serving at NorthRock Partners, LLC since 2022. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Russell Financial Services. Outside of his advisory work, he serves on the board of REACH Counseling, a sexual assault service provider, where he contributes to strategic planning and finance committee guidance. NorthRock Partners, LLC provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm emphasizes a diversified, asset-allocation approach and integrates tax planning, insurance, and lifestyle-management services.

Charles Thalheimer is a CFP® with 19 years of experience in financial advising. He has worked at NorthRock Partners, LLC since 2019 and previously spent 10 years at Ameriprise Financial Services, Inc. He serves on the board of directors for Barrington Youth and Family Services. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a comprehensive wealth management program that includes financial planning, portfolio management, retirement plan consulting, and tax services. The firm employs an asset-allocation driven approach with independent manager due diligence and offers additional services such as insurance, lifestyle management, and charitable consulting.

Shauna Bednar is a CFP® professional with five years of experience at NorthRock Partners, LLC and a total of 10 years in the financial services industry. Her prior experience includes roles at U.S. Bank and UMB Private Wealth Management. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm employs a holistic, asset-allocation driven approach with an emphasis on diversification, rebalancing, and the use of independent managers, supported by operational ties to accounting and tax professionals and lifestyle-management and charitable consulting services.