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