NorthRock | San Francisco

Seamlessly tailoring financial & lifestyle advisory services to help you make the impact you want on the world.

The Future of Advice

NorthRock and Minkoff Wealth Partners join forces to bring Personal Office^® to the Bay Area.

Your Same Team, Now With More Resources

Steven Minkoff, CFP®

Advisor, Managing Director

Alison Bowe Diessner, MBA, APMA™

Advisor, Managing Director

Sean Hanson, CFP®, CRPC™, APMA™

Advisor, Personal Office®

Courtney Horn, APMA™

Advisor, Managing Director

Andy Czajkowski, APMA™

Associate Advisor

Erika Pedraza, CFP®, APMA™

Associate Advisor

Judith L. Allione, FPQP®, APMA™

Senior Associate, Client Service

Stacy Dixon

Senior Associate, Client Service

Josh Horn

Associate, Client Service

Bridget Herman, MBA

Senior Director, Practice Strategy & Operations

Jennifer James

Manager, Client Service

Ryan Masterson, CFA®

Senior Investment Analyst

Izabela Perry

Senior Associate, Client Service

Laila Staudinger

Associate, Client Service

Kat Wigle

Associate, Client Service & Office Experience Coordinator

About the Transition

At Minkoff Wealth Partners, we put our clients first. We push ourselves day in and day out to expand what’s possible. Sometimes we make small changes to benefit our clients and other times we need to make larger ones.

Joining NorthRock is the next iteration of our journey to better serve you. Together, we’ll be able to offer broader access to markets, more personalized advice, and additional services — providing you with more time, clarity, and peace of mind.

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