Marshall W. Gifford CLU, ChFC, CLTC Founder & Senior Partner Marshall is an experienced financial advisor and well-known speaker who specializes in financial strategies...
Andrew G. Gifford CFP®, JD Founder & Partner Andrew specializes in working with medical and dental professionals, to help them reach their financial...
Max G. Gifford CSLP® Financial Advisor Max creates and manages custom financial plans that maximize the potential of each of his client’s financial...
Alicia Leemkuil Marketing Coordinator Alicia is Gifford Financial’s Marketing Coordinator. In charge of coordinating events and presentations, she...
Katie Tam Investment Coordinator Katie is Gifford Financial’s Investment Coordinator. She collaborates with clients as they initiate new...
Bert Nijssen Insurance Coordinator Bert is Gifford Financial’s Disability Insurance Coordinator. He coordinates the risk management portion of...
Megan Karsseboom Administrative Assistant Megan Karsseboom is the Administrative Assistant for Marshall. She assists the team with scheduling...
