NORTHROCK | SHOREWOOD
Seamlessly tailoring financial and lifestyle advisory services to help you make the impact you want on the world.
The Future of Advice
NorthRock and Martin & Associates have joined forces to expand the Personal Office® in Shorewood and the surrounding area.
Your Same Team, Now with More Resources
Rob Martin, CRPC™, APMA®, CLTC®
Private Wealth Advisor
Brock Riggi, CFP®, CDFA®, APMA®
Private Wealth Advisor
Andrew Dunbar, RICP®, APMA®
Financial Advisor
Alec Leasure
Associate Advisor
Cindy Barrowman
Office Manager
About the Transition
For years, our focus has been simple: providing thoughtful advice and genuine care to our clients. Every decision we make is guided by what’s best for you.
Now, we’re excited to take the next step forward. By joining NorthRock, we’re expanding our ability to serve you with deeper resources, broader expertise, and a more integrated approach designed to support all areas of your financial life.
This partnership allows us to remain true to who we are, while offering even more of what matters most: clarity, confidence, and a dedicated team you can count on.
About NorthRock Partners
Clients
Locations
Years of Service
Assets Under Management
Data represented as of 1.23.2026.
Comprehensive Advice & Services
Welcome to your Personal Office®
We designed our Personal Office to give you more time, clarity, and peace of mind. Our proprietary approach surrounds you with a in-house team of experts in everything from investments to tax and estate planing to giving — expanding what is possible and equipping you to live your best life.
Financial Advice
Investments
Tax Preparation & Advice
Corporate Executive Planning
Legal & Estate Planning
Philanthropy
Business Owners & Entrepreneurs
Athletes & Entertainers
Family Office Support
Connect With Your Advisor
We’re here to help you through this transition. Please feel free to reach out to us with any questions you have or to talk about next steps.
