NorthRock Sacramento
NorthRock Sacramento
Seamlessly tailoring financial & lifestyle advisory services to help you make the impact you want on the world.
As your financial life becomes more complex, your advice should evolve too. That’s why we’ve designed our Personal Office® to grow with you, helping you reach your potential and make the impact you want on the world.
Comprehensive Advice & Services. Welcome to your Personal Office®.
Financial Advice
Investments
Tax Preparation & Advice
Corporate Executive Planning
Legal & Estate Planning
Philanthropy
Business Owners & Entrepreneurs
Athletes & Entertainers
Family Office Support
Your NorthRock Sacramento Team
Colin Grahl, Stephen Westlake, Bret Glover, and their team of experienced advisors have built a client-first reputation for helping business owners, retirees, and families pursue long-term financial confidence throughout the Sacramento, Roseville, and Auburn communities.
NorthRock Partners is a leading financial and lifestyle advice firm committed to helping their clients live extraordinary lives. Through their Personal Office® experience, NorthRock seamlessly delivers uniquely tailored advice in areas such as investments, tax, insurance, legal, estate planning, and charitable giving. For over 30 years, the NorthRock team has put the client at the center of everything they do—building lifelong relationships and delivering unparalleled advice and services, equipping clients to reach their potential.

Colin Grahl, CFP®, APMA™
Advisor, Personal Office®

Bret Glover, CFP®, CRPC™
Advisor, Personal Office®

Pamela Burke
Vice President, Finance

Karen Bothe, CFP®, APMA™
Advisor, Personal Office®

Kent Bradley, CFP®, APMA™
Advisor, Personal Office®

Rhonda Hamil, CFP®, APMA™
Advisor, Personal Office®

Carolynn Fellman
Associate Advisor

Stephanie Kerns, CFP®, APMA™, CDFA®
Advisor, Personal Office®

Cody O'Keefe, APMA™, CRPC™
Advisor, Personal Office®

Kristin Redman, APMA™
Advisor, Personal Office®

Angela Parker, CFP®, APMA™
Advisor, Personal Office® & Client Service Manager

Monika Reyes, CFP®, APMA™, ChFC®
Advisor, Personal Office®

Chris Santi, ChFC®, CLU®, APMA™
Advisor, Personal Office®

Terry Sherrill, CFP®, APMA™, ChFC®
Advisor, Personal Office®

Heather Smart, CFP®, APMA™, CRPC™
Advisor, Personal Office®

Kristen Doyle, CRPC®
Director, Qualified Retirement Plans

Trevor Meyer
Senior Advice Strategist

Monika Brown
Senior Advice Strategist

Sean Gillis
Associate Advisor, Personal Advisory Services

Rebekah Swann
Manager, Client Experience

JJ Gonzalez
Advice Strategist

Briana Mueller
Senior Advice Strategist

Carol MacDonald
Advice Strategist

Jordana Lokken
Advice Strategist

Jackie Castellano
Senior Associate, Client Service

Jennica Magali
Associate, Client Service

Yasmin Warmuth
Associate, Client Service

René Weiler
Associate, Client Service

Jessica Hindley
Associate, Client Service

Samantha Barrett
Advice Strategist

Jelissa Guluarte
Associate, Client Service
Connect With Our Team
One conversation can make all the difference. When you'd like to explore your options or discuss what comes next, we'd welcome the opportunity to connect.
3741 Douglas Blvd
Suite 290
Roseville, CA 95661
916.232.4512