NorthRock Elm Grove
NorthRock Elm Grove
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 Elm Grove Team
Andy Meyer, Jesse Niederbaumer, Phil Nybroten, and Jeremy Gardner help executives, business owners, and retirees navigate retirement income planning, tax strategy, and multi-generational wealth management throughout the greater Milwaukee 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.
Jesse Niederbaumer
Senior Wealth Advisor
Andy Meyer
Senior Wealth Advisor
Phil Nybroten, BFA™
Senior Wealth Advisor
Jeremy Gardner
Director of Financial Planning
Ben Irons, CRPC®
Paraplanner
Sharie Sinson
Director of Marketing & Client Relations
Tianna Dubinski
Client Service Specialist
Joshua Woodbury-Phipps
Director of Client Services
Thomas Baumann
Trader/Portfolio Analyst
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.