NorthRock Sacramento

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NorthRock Sacramento

Comprehensive Advice & Services. Welcome to your Personal Office®.

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Financial Advice

 

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Investments

 

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Tax Preparation & Advice

 

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Corporate Executive Planning

 

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Legal & Estate Planning

 

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Philanthropy

 

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Business Owners & Entrepreneurs

 

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Athletes & Entertainers

 

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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, Employee of NorthRock Partners

Colin Grahl, CFP®, APMA™

Advisor, Personal Office®

Bret Glover, Employee of NorthRock Partners

Bret Glover, CFP®, CRPC™

Advisor, Personal Office®

Pam Burke, Employee of NorthRock Partners

Pamela Burke

Vice President, Finance

Karen Bothe, Employee of NorthRock Partners

Karen Bothe, CFP®, APMA™

Advisor, Personal Office®

Kent Bradley, Employee of NorthRock Partners

Kent Bradley, CFP®, APMA™

Advisor, Personal Office®

Rhonda Hamil, Employee of NorthRock Partners

Rhonda Hamil, CFP®, APMA™

Advisor, Personal Office®

Carolynn Fellman, Employee of NorthRock Partners

Carolynn Fellman

Associate Advisor

Stephanie Kerns, Employee of NorthRock Partners

Stephanie Kerns, CFP®, APMA™, CDFA®

Advisor, Personal Office®

Cosy O'Keefe, Employee of NorthRock Partners

Cody O'Keefe, APMA™, CRPC™

Advisor, Personal Office®

Kristin Redman, Employee of NorthRock Partners

Kristin Redman, APMA™

Advisor, Personal Office®

Angela Parker, Employee of NorthRock Partners

Angela Parker, CFP®, APMA™

Advisor, Personal Office® & Client Service Manager

Monika Reyes, Employee of NorthRock Partners

Monika Reyes, CFP®, APMA™, ChFC®

Advisor, Personal Office®

Chris Santi, Employee of NorthRock Partners

Chris Santi, ChFC®, CLU®, APMA™

Advisor, Personal Office®

Terry Sherrill, Employee of NorthRock Partners

Terry Sherrill, CFP®, APMA™, ChFC®

Advisor, Personal Office®

Heather Smart, Employee of NorthRock Partners

Heather Smart, CFP®, APMA™, CRPC™

Advisor, Personal Office®

Kristen Doyle, Employee of NorthRock Partners

Kristen Doyle, CRPC®

Director, Qualified Retirement Plans

Trevor Meyer, Employee of NorthRock Partners

Trevor Meyer

Senior Advice Strategist

Monika Brown, Employee of NorthRock Partners

Monika Brown

Senior Advice Strategist

Sean Gillis, Employee of NorthRock Partners

Sean Gillis

Associate Advisor, Personal Advisory Services

Rebekah Swann, Employee of NorthRock Partners

Rebekah Swann

Manager, Client Experience

JJ Gonzalez, Employee of NorthRock Partners

JJ Gonzalez

Advice Strategist

Briana Mueller, Employee of NorthRock Partners

Briana Mueller

Senior Advice Strategist

Carol MacDonald, Employee of NorthRock Partners

Carol MacDonald

Advice Strategist

Jordana Lokken, Employee of NorthRock Partners

Jordana Lokken

Advice Strategist

Jackie Castellano, Employee of NorthRock Partners

Jackie Castellano

Senior Associate, Client Service

Jennica Magali, Employee of NorthRock Partners

Jennica Magali

Associate, Client Service

Yasmin Warmuth, Employee of NorthRock Partners

Yasmin Warmuth

Associate, Client Service

Rene Weiler, Employee of NorthRock Partners

René Weiler

Associate, Client Service

Jessica Hindley, Employee of NorthRock Partners

Jessica Hindley

Associate, Client Service

Samantha Barrett, Employee of NorthRock Partners

Samantha Barrett

Advice Strategist

Jelissa Guluarte, Employee of NorthRock Partners

Jelissa Guluarte

Associate, Client Service