Michelle Muthiani

Financial Advisor

Gifford Financial focuses on working with those in the medical and dental fields. While we specialize in advising those working in health care, our core process and principles apply to anyone committed to improving their financial situation.

Michelle Muthiani

Financial Advisor

Gifford Financial focuses on working with those in the medical and dental fields. While we specialize in advising those working in health care, our core process and principles apply to anyone committed to improving their financial situation.

About

Michelle has been working with North Star since 2008. As a financial advisor, she has partnered with Marshall Gifford to help manage the growth of Gifford Financial by creating more time for client referrals and reviews. She is committed to collaborating with individuals and families to empower them to make wise financial choices, help organize their financial plans, and provide intentionality and accountability to help them achieve their goals.

Qualifications:

  • FINRA Series 7, 65, 6, and 63 registered
  • Life and Health Insurance licensed
  • Notary Public

Michelle currently resides in South Minneapolis, MN with her husband and two daughters. Outside of work, she enjoys salsa dancing, trying (almost) any new food, traveling the world and volunteering for organizations she cares about deeply. She actively participates in Site Council and PTO for Pratt Community School, volunteers with BestPrep to empower high school students with financial literacy skills, and is an active member of her church and community.

Services

  • Insurance strategies
  • Wealth management
  • Investments
  • Financial planning
  • Debt management

Team

Shelly Peterson
Shelly Peterson

Practice Coordinator

Alicia Leemkuil
Alicia Leemkuil

Marketing Coordinator

Katie Tam
Katie Tam

Investment Coordinator

Maina Xiong
Maina Xiong

Administrative Assistant

North Star resource team

Michael Sejbl
Michael Sejbl

Insurance Consultant

Heather Scharnberg
Heather Scharnberg

Director of Employee Benefits

Miranda Hackbarth
Miranda Hackbarth

Employee Benefits Consultant

Ann Elliott, CPA
Ann Elliott, CPA

Vice President, Tax Planning*

Nik Karsseboom, CPA*
Nik Karsseboom, CPA*

Tax Director*

Contact

Connect with Michelle

    Location

    Minneapolis

    Gifford Financial
    2701 University Avenue SE
    Suite 100
    Minneapolis, MN 55414

    Get directions

    Michelle is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 2361159/DOFU 1-2019