NorthRock
Berkeley & East Bay

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

The Future of Advice

NorthRock and Parkside have joined forces to expand the Personal Office^® in the Bay Area.

Your Expanded Team

Charlie Benziger, MBA

Advisor, Managing Director

Alison Bowe Diessner, MBA, APMA™

Advisor, Managing Director

Audrey Grubman, CFP®

Advisor, Managing Director

Sean Hanson, CFP®, CRPC™, APMA™

Advisor, Personal Office

Courtney Horn, APMA™

Advisor, Managing Director

Steven Minkoff, CFP®

Advisor, Managing Director

Andy Czajkowski, APMA™

Associate Advisor

Erika Pedraza, CFP®, APMA™

Associate Advisor

Rael Rubin

Senior Associate, Advisor

Brad Stimpson

Associate, Advisor

Naomi Leung

Senior Associate, Financial Planning

James Vidovich, CPA

Manager, Tax Planning

Judith L. Allione, FPQP®, APMA™

Senior Associate, Client Service

Stacy Dixon

Senior Associate, Client Service

Josh Horn

Associate, Client Service

Carter Bertelsen

Associate, Investment Management

Bridget Herman, MBA

Senior Director, Practice Strategy & Operations

Jennifer James

Manager, Client Service

Jill Martin

Senior Director, Integration

William Lew

Associate, Client Operations

Kat Wigle

Associate, Client Service & Office Experience Coordinator

About the Transition

The Parkside team has a long-standing commitment to putting clients’ interests first, and joining with NorthRock Partners is the next iteration of this ongoing effort. NorthRock expands the range of services and specialized advice we can provide to clients, supporting a comprehensive and holistic financial and lifestyle advisory experience. NorthRock’s Personal Office® approach offers expertise in investment management, tax preparation and planning, insurance and risk management, philanthropy, legal and estate planning, including business succession strategies and trust services.

This broad spectrum of financial advice, coupled with additional specialized support for the personal office needs of corporate executives, business owners, athletes, entertainers, and philanthropists, means Parkside clients now have access to a wide array of sophisticated solutions tailored to their unique needs and goals.

Explore NorthRock

About NorthRock Partners

Clients

Locations

Years of Service

Assets Under Management

Comprehensive Advice & Services

Welcome to your Personal Office®

We designed our Personal Office to give you more time, clarity, and peace of mind. Our proprietary approach surrounds you with a in-house team of experts in everything from investments to tax and estate planing to giving — expanding what is possible and equipping you to live your best life.