Eric Krueger and Michael McGibben specialize in helping clients employ proper asset allocation and risk management strategies that may help lead to a more optimized portfolio. With each client, they do a thorough analysis of the clients’ investments and goals to understand their unique situation before developing and implementing an investment plan.
In their words, “We gear our practice toward investors who value the work we do so they can focus on family, health, their business, and their passions in life.”
Eric and Michael combine their aptitude of the markets with the high-quality resources of Stifel to deliver the top-tier client experience their clients expect and deserve.
Eric began his investment industry career and joined Stifel in 2013. Prior to joining Stifel, Eric was an Investment Committee Analyst for a regional firm and an Exploration and Production Analyst. Eric’s skill set is unique and complementary, and his background in finance and economics contributes to providing insightful market perspectives to clients. Eric’s focus is in providing top-tier service and highly customized strategies to clients.
Bachelor of Science degree in Business Administration with a major in Finance from University of Denver
Michael joined Stifel and the team in 2016. Today, he is responsible for providing customized, high-quality investment strategies to clients while supporting the overall efforts of the NetLegacy Advisory Group. He supplements the team by providing business development opportunities.
B.A. Degree in Strategic & Corporate Communications — Minor in Real Estate from Chapman University in Southern California
Daniel began his investment industry career in 2020 and joined Stifel in 2021 to support the team by coordinating planning and providing investment analytics. Prior to joining Stifel, he worked at Merrill Lynch.
Series 7 and 66
Bachelor of Science degree in Managerial Economics from the University of California, Davis
Kathrina Papio joined Stifel in 2016 and The Niedermeyer Krueger Team in 2017 as a Registered Client Service Associate. Ms. Papio focuses on client service, operational, administrative, and trade support. Passionate about everything she does, she is dedicated to provide a high quality of service to our clients. Kathrina has 20 years of financial industry experience. Prior to joining Stifel, she worked as a Registered Client Associate at J.P. Morgan Securities Private Client Services, Credit Suisse First Boston, and Robertson Stephens in San Francisco.
Kalisi began her financial services career at Stifel, providing client service and technology support. She is responsible for providing top-tier service and completing administrative tasks for the team.
Bachelor of Science degree in Business Administration and Finance from the University of San Francisco