Heidi Goertzen - Email & Phone Number

Financial Planner at Becker Capital Management

Heidi Goertzen is based out of Portland, Oregon, United States and works at Becker Capital Management as Financial Planner.

Heidi Goertzen's Contact Information

Heidi Goertzen's Work email

h*****@becker***.com

Valid

Latest update

October 30, 2025

Location

Portland, Oregon, United States

Heidi's current employer

Becker Capital Management

Description

Becker Capital is committed to our clients. As a boutique firm, we provide a range of investment management services for high net worth i...

Website

beckercap.com

HQ Location

Portland, OR, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Becker Capital Management

Frequent questions about Heidi Goertzen

What company is Heidi Goertzen working for?

Heidi Goertzen works for Becker Capital Management.

What is Heidi Goertzen's function at Becker Capital Management?

Heidi Goertzen is Financial Planner at Becker Capital Management.

Where is Heidi Goertzen based?

Heidi Goertzen is based out of Portland, Oregon, United States.

What is Heidi Goertzen's work email address?

Heidi Goertzen's professional email address is h*****@becker***.com

Who are Heidi Goertzen's co-workers?

Heidi Goertzen's colleagues are Blake Howells, Tyler Kaluza, Ryan McAninch, Bryan Jones, Gretchen Johnson, Jay Dyer, Deidra Krys-Rusoff, Danielle Nelson, Andy Murray, T.J. McConville, Jimmy Gill, Keene Satchwell, Breanna Pangares, Stephanie Moyer, Mack Golos.

Heidi's co-workers

Director Wealth Management

Jay Dyer

Regional Sales and Marketing Director

Deidra Krys-Rusoff

Fixed Income Portfolio Manager

Danielle Nelson

Client Service Associate

Andy Murray

Portfolio Manager

T.J. McConville

Chief Investment Officer

Financial Planning Associate

Stephanie Moyer

Chief Operating Officer/Chief Compliance Officer

Mack Golos

Associate Wealth Planner

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