NorthRock Sacramento
NorthRock Sacramento
Seamlessly tailoring financial & 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 Sacramento Team
NorthRock Sacramento brings an experienced team of advisors that have built a client-first reputation for helping business owners, retirees, and families pursue long-term financial confidence throughout the Sacramento, Roseville, and Auburn communities.
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.
Karen Bothe, CFP®, APMA™
Advisor, Personal Office®
Kent Bradley, CFP®, APMA™
Advisor, Personal Office®
Carolynn Fellman
Associate Advisor
Sean Gillis
Associate Advisor, Personal Advisory Services
Bret Glover, CFP®, CRPC™
Advisor, Personal Office®
Colin Grahl, CFP®, APMA™
Advisor, Personal Office®
Rhonda Hamil, CFP®, APMA™
Advisor, Personal Office®
Stephanie Kerns, CFP®, APMA™, CDFA®
Advisor, Personal Office®
Cody O'Keefe, APMA™, CRPC™
Advisor, Personal Office®
Angela Parker, CFP®, APMA™
Advisor, Personal Office® & Client Service Manager
Kristin Redman, APMA™
Advisor, Personal Office®
Monika Reyes, CFP®, APMA™, ChFC®
Advisor, Personal Office®
Chris Santi, ChFC®, CLU®, APMA™
Advisor, Personal Office®
Terry Sherrill, CFP®, APMA™, ChFC®
Advisor, Personal Office®
Heather Smart, CFP®, APMA™, CRPC™
Advisor, Personal Office®
Samantha Barrett
Advice Strategist
Monika Brown
Senior Advice Strategist
Pamela Burke
Vice President, Finance
Jackie Castellano
Senior Associate, Client Service
Kristen Doyle, CRPC®
Director, Qualified Retirement Plans
JJ Gonzalez
Advice Strategist
Jelissa Guluarte
Associate, Client Service
Jessica Hindley
Associate, Client Service
Jordana Lokken
Advice Strategist
Carol MacDonald
Advice Strategist
Jennica Magali
Associate, Client Service
Trevor Meyer
Senior Advice Strategist
Briana Mueller
Senior Advice Strategist
Rebekah Swann
Manager, Client Experience
Yasmin Warmuth
Associate, Client Service
René Weiler
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.
3741 Douglas Blvd
Suite 290
Roseville, CA 95661
916.232.4512