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®.
Financial Advice
Investments
Tax Preparation & Advice
Corporate Executive Planning
Legal & Estate Planning
Philanthropy
Business Owners & Entrepreneurs
Athletes & Entertainers
Family Office Support
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

Brian Barrett, CFP®, BFA™, CPWA®
Advisor, Personal Office®

Chris Jasper, CFP®, APMA™
Advisor, Personal Office®

Austin Righeimer, CFA, CFP®
Associate Advisor

Heather Rosen, J.D.
Associate Advisor

Chad Thalheimer, CFP®, CPWA®
Advisor, Personal Office® & Partner

Donna Buchholz
Associate, Client Service & Office Experience Coordinator

Jeanine Christensen
Associate, Client Service

Jana Dowell
Senior Associate, Client Service

Josh Glorch, BFA™
Advice Strategist

Alex Grelle
Associate, Client Service

Justin Jopes
Senior Associate, Client Service

Jacob Martell
Senior Associate, Client Service

Erin Randazzo
Senior Associate, Client Service

Kendal Rathe
Manager, Client Experience

Anna Simson
Senior Associate, Client Service

Tyler Vance, CFP®, ChFC®
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.
21925 W Field Pkwy
Suite 220
Deer Park, IL 60010
847.620.5551