Elm Grove, WI Office

Benjamin Irons is an advisor at NorthRock Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining NorthRock, he worked at Vantage Financial Partners, LLC and held various roles in hospitality and administrative offices. NorthRock Partners offers comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored investment approach focused on asset allocation, diversification, and integrates private market allocations along with AI-supported tax-aware investing and portfolio monitoring.

Andrew Meyer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. His prior experience includes roles at Vantage Financial Partners, LLC, Thrivent Advisor Network, LLC, and Thrivent Financial for Lutherans. Outside of advisory work, Meyer is a partial owner of entities providing tax preparation services. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, frequently utilizing independent managers and incorporating private market investments into client portfolios.

Jesse Niederbaumer is a financial advisor with NorthRock Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Vantage Financial Partners, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Outside of advising, he is involved in managing tax preparation services and private equity funds through several related business ventures. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools alongside human oversight.

Joshua Woodbury Phipps is a financial advisor at NorthRock Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Vantage Financial Partners, UMB Fund Services, and UMB Distribution Services. NorthRock Partners provides wealth management and advisory services to a range of clients, including individuals, trusts, estates, and retirement plans. The firm employs a tailored investment approach focused on diversification, asset allocation, and ongoing oversight, including private market allocations and the use of AI tools to support investment decisions.

Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 20 years of industry experience. His prior roles include positions at Vantage Financial Partners, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Gardner has involvement in several investment-related businesses, including a tax preparation service and private equity fund management. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment strategy emphasizing diversification, periodic rebalancing, and integration of private market allocations, supported by AI tools and ongoing human oversight.

Philip Nybroten is a financial advisor at NorthRock Partners, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms including Principal Securities, Transcend Insurance Group, and Vantage Financial Partners. He is also active as an insurance agent through VF Insurance LLC. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach that incorporates broad asset allocation, diversification, private market allocations, and the use of AI tools, while maintaining human oversight.