Nathan Brinkman, CAP®

As a NorthRock Personal Office® Advisor with more than 30 years of experience in the financial services industry, Nathan works with entrepreneurs, family business owners, and their families to navigate the intersection of personal and business wealth. He takes a comprehensive approach to financial planning, helping clients align their financial resources, business interests, and long-term goals through each stage of their journey.

Nathan’s areas of focus include wealth management, business succession planning, and strategic philanthropy. With a deep understanding of the complexities business owners face, he works alongside a team of financial professionals to anticipate challenges and develop strategies that consider both the needs of the business and the personal goals of its stakeholders.

Nathan is committed to providing thoughtful guidance and a high level of service, building relationships that help clients navigate complex financial decisions and pursue their goals with confidence.

Professional Designations and Associations

-Chartered Advisor in Philanthropy (CAP^®)

Professional and Community Involvement

Nathan is involved with the Wisconsin Family Business Center and the Wisconsin Transportation Builders Association (WTBA).

Personal Life

Marc and his wife, Pam, enjoy spending time with their son, Roger. Outside of work, Marc is a composer, guitarist, producer, and performer with the rock band Smell My Pillow. He’s also an avid golfer who approaches every par 3 as if it could be a hole-in-one, and he believes every day should be an adventure.