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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...

Administrative Team

Marketing Coordinator
Leemkuil Alicia 2022_full

Alicia is Gifford Financial’s Marketing Coordinator. In charge of coordinating events and presentations, she also...

Investment Coordinator
Tam Katie_full

Katie is Gifford Financial’s Investment Coordinator. 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 Coordinator
Megan_full

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