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Rob Nelson

CEO & Founder

rob@northrockpartners.com

Rob Nelson is the CEO & Founder of NorthRock Partners, a premier financial and lifestyle advice firm that has consistently delivered exceptional advice and service to clients over the past three decades. Under Rob’s visionary leadership, NorthRock has grown into a trusted partner for individuals and families seeking personalized financial strategies, expert investment guidance, and long-term wealth management.

Rob founded NorthRock Partners with the goal of creating a client-centric firm where integrity, transparency, and a commitment to excellence are at the core of everything they do. He continues to lead the company with a hands-on approach, balancing strategic oversight with direct client interaction, ensuring that NorthRock’s clients receive the highest level of service and tailored solutions to meet their unique financial needs. With a focus on driving a Personal Office® experience for every client, Rob proceeds to build a growing company that serves an exceptional client list of investors, entrepreneurs, athletes, Fortune 500 corporate executives and multigenerational families around the world.

In addition to managing the firm’s day-to-day operations, Rob is deeply involved in shaping NorthRock’s overall direction and long-term vision. His ability to build strong, lasting relationships with clients, combined with his deep understanding of the markets, has been a driving force behind the firm’s success and growth over the past three decades.

Rob’s dedication to his clients, his team, and the community has earned him a reputation as a respected leader in the financial services industry. He is committed to empowering his clients to achieve financial peace of mind, navigating complexities, and creating wealth that lasts for generations.

Professional Designations and Associations

– Bachelor’s Degree in Business Administration | Bemidji State University

Professional and Community Involvement

Rob proudly serves on the boards of Foundation X, Ashby Legacy Fund, and the Arrow Giving Foundation. He is passionate about giving back by serving communities, empowering people, and supporting organizations that help others reach their full potential.

– Invited National Keynote Speaker
– Chairman of the Board of Foundation X
– Chairman of the Board and Board Member of Ashby Legacy Fund President of Arrow Giving Foundation
– National Football League Players Association (NFLA®)
– Financial Advisor Since 2012
– Taylor Foundation Board
– Schwab Advisory Board
– Financial Planning Association (FPA®) Member Since 1997

Personal Life

Rob and his wife, Lucinda, live in Minneapolis, enjoy traveling with their son, Brady, and his wife, Tracy, and spending time with family and friends.

LinkedIn

Leadership

Shawn Jacobson

Shawn Jacobson, Employee of NorthRock Partners

Advisor, Personal Office®

One of the things I enjoy most about working at NorthRock is the opportunity to collaborate with professionals across a variety of disciplines and learn from their expertise every day. The pace of the work and the variety of challenges create continuous opportunities for growth, making each day both engaging and rewarding. I’ve appreciated being trusted with meaningful responsibilities and supported by colleagues who are generous with their knowledge and committed to helping one another succeed. What stands out most is a culture built around talented, thoughtful people who care deeply about their work and the relationships they build along the way.

Michael Perez

Senior Financial Analyst

What stands out most to me about NorthRock is the people. Throughout my time here, I’ve built relationships with colleagues who have supported my growth, shared their knowledge, and encouraged me to continue learning. I’ve had opportunities to contribute to meaningful projects, take ownership of my work, and develop new skills in a fast-paced environment that values continuous improvement. The combination of strong relationships, professional development, and a culture that genuinely invests in its people has made NorthRock a rewarding place to build my career.

Danny McCoy

Danny McCoy, Employee of NorthRock Partners

Associate, Client Service

What has stood out to me about NorthRock is its focus on combining comprehensive planning resources, technology, and collaborative expertise while maintaining strong advisor-client relationships. In my experience, the firm is intentional about providing advisors with the tools and support needed to serve clients effectively while continuing to develop professionally. I’ve had opportunities to take ownership of new ideas, work through unfamiliar challenges, and learn alongside talented colleagues. What I appreciate most is the culture of collaboration and continuous improvement; people are encouraged to contribute, share perspectives, and support one another regardless of title or tenure. I’ve built meaningful relationships across the firm and value working in an environment that emphasizes trust, accountability, and ongoing learning.

Yemaya Hanna, J.D.

Yemaya Hanna, Employee of NorthRock Partners

Trust & Estate Strategist

One of the things that stood out to me when I joined NorthRock was how approachable and collaborative people are across the firm. I’ve had the opportunity to work alongside colleagues who are committed to continuous learning, generous with their expertise, and focused on helping one another succeed. The firm’s growth and evolving environment have created opportunities to take on new challenges while gaining exposure to a wide range of perspectives and specialties. What I appreciate most is being part of a culture that values connection, professional development, and meaningful collaboration across teams.

Erin Rogers

Erin Rogers, Employee of NorthRock Partners

Advice Strategist

Even though I work remotely, I’ve always felt connected to the NorthRock team. The firm is intentional about creating opportunities to build relationships across the organization, making it easy to collaborate, learn from others, and feel included. I’ve also had the chance to broaden my experience by taking on new challenges alongside talented colleagues. That combination of connection, collaboration, and continuous learning has made NorthRock a rewarding place to grow.

Austin Righeimer, CFA, CFP®

Associate Advisor

austin.righeimer@northrockpartners.com

As an Associate Advisor, Austin’s priority is working closely with clients and their families on goals-based plans to achieve what’s most important to them. After spending his early career constructing investment portfolios for high-net-worth individuals, Austin joined NorthRock to deliver integrated advice across tax planning, investments, estate planning, and cash flow management. He’s dedicated to breaking down complex situations into digestible advice and action for clients and their families.

Professional Designations and Associations

– Bachelor of Science, Finance – Marquette University
– Chartered Financial Analyst® (CFA) – CFA Society of Chicago
– Certified Financial Planner (CFP®)

Personal Life

Austin and his wife, Katie, live in Chicago with their daughter, Ava, and their Goldendoodle, Murphy. They enjoy running, traveling, and most of all, spending time with family and friends.

LinkedIn

Personal Office