Katie Tam

Katie Tam
Investment Coordinator
Phone:
612-617-6136
E-mail:
Katie@giffordfinancial.com Katie is the Investment Coordinator for Marshall’s practice. She walks through the application process with our clients by sending out applications, tracking investments through processing, and finalizing account opening. She also assists with placing trades, as well as maintaining and servicing client information with the investment companies. Katie welcomes any investment application and service questions you may have. Katie is a securities registered representative of CRI Securities, LLC and Securian Financial Services, Inc.