Andrew’s wealth management career began in 1984, after earning a Bachelor of Science with a double major in Economics and Politics from Willamette University. He started at a “boutique” advisory firm, then developed his practice over the next nearly 20 years with A.G. Edwards, where he became a Branch Manager in 1998. He joined Stifel’s Salem office as a Branch Manager in 2009. He holds Series 7, 9 & 10, 63, and 65 securities licenses and earned the Accredited Asset Management Specialist™ designation.
Throughout his career, Andrew has utilized a fee-based advisory approach for portfolio management. In designing and managing customized portfolios for his discretionary clients through Stifel’s Solutions Program, Andrew focuses on well-managed, historically attractive, Blue Chip-types of U.S. companies, drawing upon the nationally recognized research of Stifel and affiliate Keefe, Bruyette & Woods (KBW) to assist in the selection process. With more than four decades of experience as a financial advisor, he has developed a healthy respect for market volatility and recognition of the tendency for investors and market participants to “chase” returns. He strives to educate and inform his clients to mitigate or potentially avoid the pitfalls associated with such ‘momentum-based’ investing. Andrew believes that focusing on the long term provides the best approach when pursuing superior returns.
Andrew, a lifelong Salem resident, and his wife, Carol, were married in 1981 and have raised five children (as well as two AKC Champion Vizslas). He is an active member of his church and an avid runner. He serves on the Willamette University Alumni Board of Directors and has been a member of the Willamette Master Chorus since 2015.
Natalie began her financial services career at Stifel in 2023. As a Registered Operations Coordinator in the Salem branch, she holds Series 7, 63 and 65 securities licenses and has pursued the continuous learning opportunities available through one of the leading wealth management firms in the industry.
Prior to joining Stifel, she worked at Cória Estates winery as the tasting room lead, as well as in various positions in the music, wine, and hospitality industries. As the team’s first point of contact, she actively maintains communication with clients, assists with client education seminars, provides any account updates, and communicates important information that may be needed.
Natalie earned a B.A. in Music from St. Olaf College. Outside the office, she is a member of the St. Paul’s Episcopal Church choir. She also enjoys being a private voice teacher.
The newest member of our team, Briana Goergen, is a Client Service Associate in our Salem, Oregon office, where she supports clients, prospects, and internal teams with a variety of operational and administrative tasks. Her responsibilities include handling client communications, opening and coding accounts, and processing service requests—all with a strong focus on accuracy and dependability.
She takes pride in providing consistent, behind-the-scenes support that helps create a seamless experience for both clients and colleagues.
Outside of work, she sings with the Willamette Master Chorus, enjoys automotive projects, and is actively pursuing a degree.
Traci has a passion for helping clients pursue their financial goals. Her journey in the financial services industry began after earning a Bachelor’s in Psychology from the University of Oregon. Realizing her calling in finance, she transitioned from retail to banking, where she discovered her love for assisting clients with their financial needs.
Traci began her career in the financial services industry with U.S. Bancorp Investments, where she served as a financial advisor for nearly 20 years before joining Stifel in 2016. She holds Series 6, 7, 63, and 65 securities licenses.
Traci takes a holistic approach to wealth planning, tailoring her services to meet each client’s unique requirements. She believes in putting her clients first, going above and beyond to understand their financial situation thoroughly. With a focus on individual needs and long-term goals, Traci strives to provide personalized and transparent guidance to her clients. She conducts periodic performance updates with clients as well as thorough portfolio review discussions. Traci maintains a strong focus on client communication and aims to build lasting relationships based on mutual trust and respect. She takes pride in her ability to provide customized investment management tailored to each client’s specific needs and objectives.
Born and raised in Salem, Traci has deep roots in the community and values the relationships she has built over the years. With three children by her side, she brings a personal touch to her professional endeavors, making her relatable and trustworthy in the eyes of her clients.
