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Advisors

Founder & Partner
Gifford Andrew 2022_full

Andrew specializes in working with medical and dental professionals, to help them reach their financial...

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...

Investment Coordinator
Tam Katie_full

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

Administrative Assistant
Xiong Maina 2022_full

Maina Xiong is the Administrative Assistant for Marshall. She assists the team with meeting preparation by...

Insurance Coordinator
Bert_full

Bert is Gifford Financial’s Disability Insurance Coordinator. He coordinates the risk management portion of...

Administrative Assistant
Megan_full

Megan Karsseboom is the Administrative Assistant for Marshall. She assists the team with scheduling...