Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our advisors

Steven M Minkoff

Steven M Minkoff

CFP®

Private Wealth Advisor

Learn more about Steven M Minkoff
Courtney E Horn

Courtney E Horn

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Courtney E Horn

Sean Hanson

CFP®, CRPC®, APMA®

Financial Advisor

Learn more about Sean Hanson

Juste Kudirka

APMA®

Financial Advisor

Learn more about Juste Kudirka
Robert Roesener

Robert Roesener

CFP®, APMA®

Associate Financial Advisor

Learn more about Robert Roesener

Our team

Bridget Herman

Bridget Herman

Operations Director,

Chief Operating Officer

Personal Intro

With more than 20 years in the financial services industry, Bridget has developed a passion for executing business initiatives, building operations, and curating a strong corporate culture. As COO, she is responsible for the daily operations of the practice. Bridget lives in Marin with her twins, Oliver & Vivienne. In her spare time, she loves to hike, cook, & entertain for friends and family.

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Ryan Masterson

Ryan Masterson

Investment Specialist,

Chartered Financial Analyst®

Personal Intro

Ryan Masterson has been with Minkoff & Associates since 2014. As a Chartered Financial Analyst (CFA) he leads our Investment Department, applying his expertise in portfolio construction, stock analysis, and research. Ryan also earned a Masters degree in Finance from Northeastern University, where he specialized in investment analysis.

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Jennifer James

Jennifer James

Marketing Manager,

Business Development Manager

Personal Intro

Jennifer is a key member of our client relationship management team and leads our award and public relations programs, client appreciation and client acquisition marketing strategies. Jennifer lives in Mill Valley with her husband Jon, son Eli, and daughter Sunny. In her spare time, Jennifer loves to travel and spend time with family and friends.

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Stacy Dixon

Stacy Dixon

Financial Planning Assistant

Personal Intro

Stacy focuses on client appointment preparation , financial planning and account administration. Stacy and her husband, Chris, welcomed their first daughter, Nora, in 2018. In her free time, Stacy loves camping and spending time with her family.

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Sherry Karlsson

Sherry Karlsson

Client Relationship Manager

Personal Intro

Sherry has developed a strong passion for client servicing over her 20 years of financial services industry experience. She focuses on appointment preparation, financial planning and client account administration. Sherry lives in San Francisco with her husband and son. Outside the office, she loves to cook, volunteer and spend time with friends & family.

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Leah Kavanagh

Leah Kavanagh

Client Relationship Manager

Personal Intro

Leah has a passion for leading client relationships and assessing investment opportunities. Outside of the office, she enjoys Pilates ,hiking, concerts and travelling back to Ireland to visit friends & family.

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Erika Pedraza

Erika Pedraza

Client Relationship Manager,

CERTIFIED FINANCIAL PLANNER™ professional

Personal Intro

Erika focuses on Courtney and Sean's client appointment preparation, financial planning and account administration.

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Brigette Guldbech

Brigette Guldbech

Client Relationship Manager

Personal Intro

Brigette’s background is in client service and client service operations. Her expertise will be applied to client care, account servicing, and business management. Outside of the office she loves to dance, enjoy the outdoors, and socialize with friends and family.

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Izabela Perry

Izabela Perry

Client Service Specialist

Personal Intro

Izabela is responsible for client file preparation and administrative support. Outside of the office she spends time with her husband and two children. She enjoys ballet, fine arts, classical music and travel.

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Kendahl-Milan White

Kendahl-Milan White

Client Service Specialist

Personal Intro

Kendahl-Milan is your first point of connection to Minkoff& Associates, maintaining the appointment calendar and helping with office operations. Outside of the office, Kendahl is a pet mom of 3. She loves to travel, listen to live music, and watch the Golden State Warriors play.

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Judith Allione

Judith Allione

Financial Planning Specialist,

Paraplanner

Personal Intro

Judith brings over 25 years of Ameriprise experience to the Minkoff & Associates team. Judith is responsible for the design and construct of financial plans and portfolio administration for the entire Minkoff & Associates client base. Judith enjoys cooking, traveling, and attending sporting events.

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