Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
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.
Ryan Masterson has been with Minkoff Wealth Partners 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.
With more than 20 years of experience in the financial industry, Alison is responsible for deepening client relationships and elevating client engagement for the Minkoff Wealth Partners client base.
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.
Josh is driven to find the right solution to making business run smoothly, profitably, and effectively. He is a people person and enjoys interacting with clients and co-workers. He lives in Petaluma with his wife, Joy, and two daughters, Peyton and Hudson. Josh Loves spending family time in the outdoors, as well as using his culinary skills for friends and family.
Judith brings over 25 years of Ameriprise experience to the Minkoff Wealth Partners team. Judith is responsible for the design and construct of financial plans and portfolio administration for the entire MWP client base. Judith enjoys cooking, traveling, and attending sporting events.
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.
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.
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.
Andy has over 10 years of experience in financial services and wealth management. He focuses on client account administration and client service. In his free time he enjoys watching the Warriors, trips to Sonoma, and hanging out with his rescued Pitbull Piper.
Stella has developed a strong passion for client service. She focuses on appointment preparation and client account administration. Outside of the office, Stella enjoys reading, cooking and spending time outdoors.
Kendahl-Milan is your first point of connection to Minkoff Wealth Partners, 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.
Kat's extensive administrative background helps her to support the Minkoff Wealth Partners advisory team by scheduling and maintaining client appointments. Outside the office, Kat can be found hiking with her Toy Australian Shepard, competing with friends in a weekly Skee-Ball League, traveling to far off destinations, or enjoying live music and dancing.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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