Our Advisors

Courtney E Horn

Courtney E Horn

Financial Advisor

Steven M Minkoff

Steven M Minkoff

Private Wealth Advisor

Our Staff

Jennifer James

Jennifer James

Marketing Manager
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Contact

Jennifer.James@ampf.com

415.391.7700 Ext. 209

Personal Intro

Jennifer is responsible for marketing, promotional activities, and client events for Minkoff & Associates. Jennifer lives in Mill Valley with her husband, Jon, son Eli, and newborn daughter, Sunny. In her spare time, Jennifer loves to travel and spend time with family and friends.

Stacy Dixon

Stacy Dixon

Client Relationship Manager
Operations Specialist
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Contact

Stacy.Dixon@ampf.com

415.391.7700 Ext. 201

Personal Intro

Stacy is your first point of connection to Minkoff& Associates. Stacy maintains the appointment calendar and office operations and can be your guide for any and all questions. Stacy and her husband, Chris, welcomed their first child, Nora, in 2018. In her free time, Stacy loves camping and spending time with her family.

Ryan Masterson, CFA<sup>®</sup>, MSF

Ryan Masterson, CFA®, MSF

Investment Specialist
Chartered Financial Analyst®
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Contact

Ryan.Masterson@ampf.com

415.391.7700 Ext. 205

Personal Intro

As a CFA, Ryan supports the advisors directly by servicing existing and potential clients. Ryan focuses on investment strategies, research and portfolio construction. In his personal time, Ryan loves reading, running ultra marathons and jiu-jitsu. In 2018, Ryan and his wife, Pauleen, welcomed their first baby boy, Emmett.

Allyson Wong

Allyson Wong

Financial Planning Assistant
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Contact

Allyson.Wong@ampf.com

415.391.7700 Ext. 206

Personal Intro

As a Financial Planning Assistant, Allyson focuses on Courtney’s client appointment preparation , financial planning and account administration. In her free time, Allyson loves traveling, cooking and educating herself on indoor plant gardening. She is currently studying for Level 2 of the CFA exam.

Rob Roesener, CFP<sup>®</sup>

Rob Roesener, CFP®

Financial Planning Assistant
CERTIFIED FINANCIAL PLANNER™ professional
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Contact

Robert.Roesener@ampf.com

415.391.7700 Ext. 204

Personal Intro

Rob brings experience and passion to his Financial Planning Assistant role. Rob focuses on client appointment preparation, financial planning and client service. Outside the office, he enjoys surfing, jiu-jitsu, and making homemade ice cream.

Sean Hanson, CFP<sup>®</sup>, APMA<sup>®</sup>, CRPC

Sean Hanson, CFP®, APMA®, CRPC

Financial Planning Analyst
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Contact

S.Hanson@ampf.com

415.391.7700 Ext. 207

Personal Intro

Sean Hanson has over 10 years of experience and offers clients a breadth of knowledge related to financial planning, client management and investment strategies. Sean and his wife, Bridget, live in San Francisco with their dogs: Pepper, Ripley, & Wendy. In his free time, Sean enjoys hiking and all things Star Wars.

Bridget Herman

Operations Director
Chief Operating Officer
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Contact

Bridget.Herman@ampf.com

415.391.7700 Ext. 208

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.