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Advisors

Founder & Partner
Gifford Andrew 2022_full

Andrew specializes in working with medical and dental professionals to help them effectively and efficiently...

Financial Advisor

Max creates and manages custom financial plans that maximize the potential of each of his client’s financial...

Partner* & Senior Financial Advisor

Erik is a member of North Star’s Medical Division, a team dedicated to helping physicians and dentists...

Financial Advisor

Jenna is a financial advisor with North Star’s Medical Division. Jenna works with physicians, dentists, and other...

Administrative Team

Marketing Specialist
Leemkuil Alicia 2022_full

Alicia serves as the Marketing Specialist at Gifford Financial, overseeing our client-focused initiatives.  From...

Investment Specialist
Tam Katie_full

Katie is Gifford Financial’s Investment Specialist. She collaborates with clients as they initiate new accounts...

Insurance Coordinator
Bert_full

Bert is Gifford Financial's Disability Insurance Coordinator. He runs illustrations, walks our clients through...

Insurance & eMoney Coordinator
Megan_full

Megan oversees the risk management portion of Marshall's practice as Insurance Coordinator. In addition to...

Client Service Coordinator

Kaylee Bufkin is the Client Service Coordinator for Marshall’s practice, overseeing the client experience. From...

Practice Coordinator for Andrew Gifford

Carol Lyman serves as the Practice Coordinator for Andrew’s practice, overseeing the entire client experience...

Practice Coordinator for Erik and Jenna Siverson

Alison Farrington serves as the Practice Coordinator for Erik’s and Jenna’s practices, overseeing the entire...