The Team

NORTHROCK PARTNERS

At NorthRock Partners, we guide clients through life's financial decisions using a comprehensive financial planning approach, focusing on planning for goals and improving wealth strategies.

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Advisors

Jim Lund

Private Wealth Advisor

james.b.lund@ampf.com

612.367.8803

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Designations

CFP^®, MBA

Top Areas of Focus

Charitable Giving
Employee Stock Options
Estate Planning Strategies

CA Insurance #0B90873 AR Insurance #379756

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Ward Armstrong

Financial Advisor

ward.d.armstrong@ampf.com

612.367.8805

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Dawn Jurkovich

Financial Advisor

dawn.d.jurkovich@ampf.com

612.367.8821

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Designations

CFP^®, CRPC^®

Top Areas of Focus

Family Finances
Retirement Planning Strategies
Women's Financial Strategies

Education

University of Minnesota Bachelors of Individual Studies

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Brian Kruse

Financial Advisor

brian.j.kruse@ampf.com

612.367.8813

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CA Insurance #0H65045

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Staff

Matt Olson

Client Service Specialist

612.367.8812

matthew.x.olson@ampf.com

Donny Braun

Associate Financial Advisor

612.367.8808

donwin.2.braun@ampf.com

Brent Field

Associate Financial Advisor

612.367.8807

brent.t.field@ampf.com

Kimberly Bannwarth

Associate Financial Advisor

651.268.2925

kimberly.k.bannwarth@ampf.com

Joanna Kelzenberg

Client Service Specialist

612.367.8811

joanna.m.kelzenberg@ampf.com

Kristin Bilden

Client Service Specialist

612.367.8802

kristin.k.bilden@ampf.com

Amy Lundstrom

Client Service Specialist

612.367.8804

amy.l.lundstrom@ampf.com

Beth Eklund

Office Manager

612.367.8814

beth.a.eklund@ampf.com

Lori O'Connor

Planning Assistant

612.367.8823

lori.s.o'connor@ampf.com

Erick Carlson

Planning Assistant

612.367.8809

erick.c.carlson@ampf.com

Craig Morcos

Planning Assistant

612.367.8815

craig.j.morcos@ampf.com

Theo Jenson

Receptionist

612.367.8800

Theo.A.Jenson@ampf.com

Rob Armstrong

Planning Assistant

612.367.8816

robert.a.armstrong@ampf.com

Office Details

650 Third Ave S
Suite 1500
Minneapolis, MN 55402-1944

Phone: 612.367.8801