NorthRock Chicago
NorthRock Chicago
Seamlessly tailoring financial and 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®.
Your NorthRock Chicago Team
Todd Moser, Chad Thalheimer, Brian Barrett, Chris Jasper, Michael Cooney, Tony Pondel, and their team deliver comprehensive wealth planning and investment guidance to business owners, executives, and high-net-worth families throughout the greater Chicagoland region.
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.
Todd Moser, CFP®, CPWA® , BFA™
President, Personal Office® & Partner
Chad Thalheimer, CFP®, CPWA®
Advisor, Personal Office® & Partner
Brian Barrett, CFP®, BFA™, CPWA®
Advisor, Personal Office®
Chris Jasper, CFP®, APMA™
Advisor, Personal Office®
Josh Glorch, BFA™
Advice Strategist
Austin Righeimer, CFA, CFP®
Associate Advisor
Heather Rosen, J.D.
Associate Advisor
Erin Randazzo
Senior Associate, Client Service
Tyler Vance, CFP®, ChFC®
Senior Associate, Client Service
Kendal Rathe
Manager, Client Experience
Jeanine Christensen
Associate, Client Service
Jana Dowell
Senior Associate, Client Service
Alex Grelle
Associate, Client Service
Anna Simson
Senior Associate, Client Service
Justin Jopes
Senior Associate, Client Service
Donna Buchholz
Associate, Client Service & Office Experience Coordinator
Jacob Martell
Senior 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.