Shawn Jacobson

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

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.

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

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.