Our advisors

Steven M Minkoff

Steven M Minkoff

Private Wealth Advisor

Learn more about Steven M Minkoff
Courtney E Horn

Courtney E Horn

Financial Advisor

Learn more about Courtney E Horn
Jeanne S Bickenbach

Jeanne S Bickenbach

Financial Advisor

Learn more about Jeanne S Bickenbach

Sean Hanson

Financial Advisor

Learn more about Sean Hanson

Judith Allione

Associate Financial Advisor

Learn more about Judith Allione

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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Jennifer James

Jennifer James

Marketing Manager

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.

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Stacy Dixon

Stacy Dixon

Client Relationship Manager,

Operations Specialist

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.

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Ryan Masterson, CFA<sup>®</sup>, MSF

Ryan Masterson, CFA®, MSF

Investment Specialist,

Chartered Financial Analyst®

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.

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Allyson Wong

Allyson Wong

Financial Planning Assistant

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.

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Rob Roesener, CFP<sup>®</sup>

Rob Roesener, CFP®

Financial Planning Assistant,

CERTIFIED FINANCIAL PLANNER™ professional

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.

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