Marshall W. Gifford CLU, ChFC, CLTC Founder & Senior Partner Marshall Gifford is a founder of Gifford Financial and a senior partner at North...
Andrew G. Gifford CFP®, JD Founder & Partner Andrew specializes in working with medical and dental professionals to help them effectively and efficiently...
Max G. Gifford , CSLP®, CPFA® Financial Advisor Max creates and manages custom financial plans that maximize the potential of each of his client’s financial situations...
Erik L. Siverson CFP® Partner* & Senior Financial Advisor Erik is a member of North Star’s Medical Division, a team dedicated to helping physicians and dentists...
Jenna C. Siverson CFP® Financial Advisor Jenna is a financial advisor with North Star’s Medical Division. Jenna works with physicians, dentists, and other...
Alicia Leemkuil Marketing Specialist Alicia serves as the Marketing Specialist at Gifford Financial, overseeing our client-focused initiatives. From...
Katie Tam Investment Specialist Katie is Gifford Financial’s Investment Specialist. She collaborates with clients as they initiate new accounts...
Bert Nijssen Insurance Coordinator Bert is Gifford Financial's Disability Insurance Coordinator. He runs illustrations, walks our clients through...
Megan Karsseboom Insurance & eMoney Coordinator Megan oversees the risk management portion of Marshall's practice as Insurance Coordinator. In addition to...
Kaylee Bufkin Client Service Coordinator Kaylee Bufkin is the Client Service Coordinator for Marshall’s practice, overseeing the client experience. From...
Carol Lyman Practice Coordinator for Andrew Gifford Carol Lyman serves as the Practice Coordinator for Andrew’s practice, overseeing the entire client experience...
Alison Farrington Practice Coordinator for Erik and Jenna Siverson Alison Farrington serves as the Practice Coordinator for Erik’s and Jenna’s practices, overseeing the entire...
