Roseville, CA Office

Angela Parker is a CFP® with 12 years of industry experience. She has worked at NorthRock Partners, LLC since 2025 and previously spent seven years with Ameriprise Financial Services, Inc. and five years at Ameriprise. NorthRock Partners provides wealth management and advisory services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm uses a tailored investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and employing technology tools alongside human oversight.

Samantha Barrett is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and six years of industry experience. She previously worked at WGG Wealth Partners and Ameriprise Financial Services, Inc., among other firms. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach with broad asset allocation, diversification, and integration of private market allocations, supported by AI tools alongside human oversight.

Cody Okeefe is a financial advisor with NorthRock Partners, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ameriprise and Bank of the West before joining NorthRock in 2025. Outside of advising, he is engaged in independent insurance brokering, focusing on Medicare Supplement and fixed annuity products. NorthRock Partners provides 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 broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools alongside human oversight.

Karen Bothe is a CFP® with 11 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2013 to 2025. NorthRock Partners provides 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 that includes broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools and human oversight.

Kristin Bluemel Redman is a financial advisor at NorthRock Partners, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise, Mass Mutual, LPL Financial, and Golden 1 Credit Union. She also operated Bluemel Vocal Studio for over a decade. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored investment approach emphasizing diversification, use of independent managers, and integration of private market allocations supported by AI tools for tax-aware investing and portfolio monitoring.

Sean Gillis is a financial advisor at Northrock Partners, LLC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. Northrock Partners provides 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 focusing on asset allocation, diversification, and periodic rebalancing, integrating private market investments and using AI-supported tools alongside human review.

Carolynn Fellman is a financial advisor at NorthRock Partners, LLC with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise. NorthRock Partners provides 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 rebalancing, often incorporating private market investments and utilizing AI-supported, tax-aware portfolio management.

Trevor Meyer is a financial advisor at NorthRock Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2025. NorthRock Partners provides 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 that incorporates broad asset allocation, diversification, private market allocations, and the use of AI tools for tax-aware investing and portfolio monitoring.

Briana Harmon is a financial advisor at NorthRock Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and UBS Financial Services. NorthRock Partners provides 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 focused on broad asset allocation, diversification, and periodic rebalancing, utilizing Independent Managers and integrating private market allocations where appropriate.

Carol Mac Donald is a financial advisor at NorthRock Partners, LLC with two years of industry experience. She previously worked at Ameriprise and spent ten years at Navion Financial Advisors. 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 approach focused on asset allocation, diversification, and the integration of private market investments, supported by AI tools and human oversight.

Jordana Lokken is a financial advisor at NorthRock Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise and Cetera Advisor Networks. Outside of finance, she operated Lokken Photography for ten years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, retirement plans, and charitable organizations. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the use of Independent Managers, integrating private market investments and AI-supported tools to enhance portfolio management.

Juan Gonzales Gascon III is a financial advisor at NorthRock Partners, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise and State Street. NorthRock Partners provides 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, while integrating private market allocations and utilizing AI-supported tools alongside human oversight.

Colin Grahl is a CFP® with 39 years of industry experience and is currently affiliated with NorthRock Partners, LLC. His prior experience includes roles at Ameriprise and Ameriprise Financial Services, Inc. He serves as Board Secretary for the Placer SPCA and is involved in business consulting through SCB Business Solutions. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing, incorporating both independent managers and private market investments.

Monika Reyes is a CFP® and ChFC® with 23 years of industry experience. She currently works at NorthRock Partners, LLC and has prior experience at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach that includes broad asset allocation, diversification, private market investments, and utilizes AI tools alongside human oversight for tax-aware investing and portfolio monitoring.

Stephanie Kerns is a CFP® with 24 years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2025. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. NorthRock Partners provides 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, and incorporates private market allocations and AI-supported tools while maintaining human oversight.