“We provide our clients the guidance to help them pursue their life goals as well as the comfort in knowing they have a personal wealth management team they can depend on.”

Combining more than 35 years of experience in banking and finance, our financial services team formed in 2012 and joined Stifel in 2015.

Our Holistic Approach
We believe in building long-term relationships by looking at your entire financial picture and digging deep to identify your goals to customize a strategy for your specific needs.  We enjoy learning about your family, hobbies, and special interests – the things that make you unique.

Our goal is that you learn something new every time we meet and to deliver important and timely financial information.  We strive to build an environment of trust.

Taking a holistic approach, we identify and implement strategies and hold periodic review discussions regarding your portfolio, financial picture, and goals to help you stay on the right track.  We will discuss current events and your portfolio so you can gain a deeper understanding of what you own and why you own it.  Since meeting in person is not always an option, we are happy to work with you by phone when that is most convenient.

Elizabeth Waschow, JD
Vice President/Investments
Portfolio Manager – Solutions Program
California Insurance License #0F58612

Elizabeth has offered customized retirement planning and wealth management services to her clients and has more than 20 years of financial services experience.  She prides herself on maintaining long-term relationships and is dedicated to working with you toward your financial goals.

Elizabeth earned a B.A. in Psychology from Sonoma State University and a JD from the University of San Francisco and holds Series 7 and 66 securities licenses.  As a Portfolio Manager – Solutions Program, she is able to manage client portfolios on a discretionary basis for clients who choose this advisory services program.  To qualify for this, she has met specific criteria to create and trade various models across multiple advisory client accounts.

As an Auburn resident with two children, Elizabeth values her community through volunteering for local schools and community service organizations.

Connect with Elizabeth on LinkedIn

Ashley B. Haley
Registered Client Service Associate

Ashley has been serving clients in the financial services industry since 2007.  She is proficient in a broad array of client services and prides herself on efficient responsiveness to your requests.  Ashley earned an A.A. in Business Administration from Sierra College.  An Auburn native and resident, she resides with her husband and two daughters.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.