Alicia is Gifford Financial’s Marketing Coordinator. In charge of coordinating events and presentations, she also maintains our marketing pieces, social media profiles, and website presence. Alicia manages Marshall’s and Michelle’s calendars and loves celebrating milestones with our clients, whether it be adding a child through birth or adoption, weddings, or retirements.

She also assists the team in meeting preparation by providing account summaries, applications, and service forms. Alicia is licensed in life and disability insurance.

Katie is Gifford Financial’s Investment Coordinator.  She collaborates with clients as they initiate new accounts and make changes to current investments.   Katie works closely with the investment companies, fostering those relationships to better be able to assist in how our clients interact through the various stages of account opening and finalization.  She places trades and welcomes any investment, service, and general questions you may have.  Katie is a registered representative of Securian Financial Services, Inc.

Maina Xiong is the Administrative Assistant for Marshall and Michelle.  She assists the team with meeting preparation by updating policy and investment reports, generating client account summaries, preparing illustrations and applications, updating client files, and confirming meeting appointments. Maina is licensed in life and disability insurance.

Bert is Gifford Financial’s Disability Insurance Coordinator. He coordinates the risk management portion of Marshall’s & Michelle’s practices. He runs illustrations, walks our clients through insurance applications and the underwriting process, and facilitates policy finalization. He also assists with policy increases as well as maintaining and servicing client information. Bert welcomes any questions related to disability insurance applications (individual and business) and underwriting that you may have. Bert is licensed in life and disability insurance.

Sabreena is Gifford Financial’s Life Insurance Coordinator. She coordinates the risk management portion of Marshall’s & Michelle’s practices. She runs illustrations, walks our clients through insurance applications and the underwriting process, and facilitates policy finalization. She also assists with policy increases as well as maintaining and servicing client information. Sabreena welcomes any questions related to life insurance applications and underwriting that you may have.  Sabreena is licensed in life and disability insurance.

Megan Karsseboom is the Administrative Assistant for Marshall and Michelle.  She assists the team with scheduling appointments, updating client files, and preparing applications and service forms. Megan is licensed in life and disability insurance.

Chase leads our disability insurance, property and casualty insurance, and employee benefits divisions, ensuring clients have a customized protection strategy for their specific individual, family, and business needs.

After graduating from the University of Wisconsin-Eau Claire, Chase joined North Star as a financial advisor in 2008. In 2011, he transitioned to becoming North Star’s national disability insurance consultant and expanding the division and its services nationwide.

Then, in 2019, he became the vice president of disability insurance and property and casualty. Under his leadership, the two divisions have grown and developed to serve clients throughout the U.S. with valuable asset and income protection solutions.

As a former financial advisor, Chase understands how to integrate risk management into an overall financial strategy.

He is also a leader in the national disability insurance industry, serving on various advisory boards for leading carriers and as a member of the International DI Society. He uses this expertise in consultations with financial professionals and their clients. North Star prides itself on providing clients with comprehensive investment and risk management solutions within a single company.

Chase is heavily involved in his community as a member of the board for BestPrep, a non-profit providing Minnesota students with financial literacy skills. Each year, Chase volunteers over 100 hours with the organization as an eMentor, classroom speaker, and fundraiser organizer. He received BestPrep’s Service Award in 2015 and Volunteer of the Year Award in 2018.

Chase lives in Stillwater, Minn., with his beautiful wife Jenn and two children.

Michael joined the North Star property and casualty department in 2019. As a team, the North Star insurance specialists focus on finding gaps in coverage and providing clients with customized solutions based on their specific needs.

Working out of North Star’s headquarters in Minneapolis, Michael is licensed to work with clients throughout the U.S.

Tanner joined North Star as a Medicare specialist and property and casualty principal in 2018. Together with the insurance brokerage team, Tanner focuses on finding gaps in coverage and providing clients with customized solutions based on their specific needs.

Tanner is a longtime Texan, graduating from the University of Texas in Austin and working as a client representative in several industries for nearly 20 years before joining North Star. Working out of Austin, Texas, Tanner provides insurance guidance to businesses and individuals throughout the southeastern region of the U.S.

Anne is a co-founder of the Medicare Supplement division at North Star, helping to simplify healthcare choices for Medicare-eligible individuals throughout Minnesota and Wisconsin.

As an independent agency, the Medicare team at North Star can look at an individual’s health care needs and find a suitable plan with multiple different carriers. The team’s goal is never to sell a policy but to educate and guide clients to a suitable choice. Aligned with these values, Anne hosts regular no-cost, no-obligation informational meetings about Medicare.

A College of Saint Benedict graduate, Anne has served clients in the Medicare field since 2010, and she currently works out of North Star’s headquarters in Minneapolis.

Shannon is a member of our Financial Planning Resource Center and provides a high level of planning support and guidance to North Star associates and their clients.

The financial planning team at North Star offers steady guidance and personalized solutions for individuals and families navigating the many changes life brings.

While Shannon works out of North Star’s headquarters in Minneapolis, she serves clients and financial professionals throughout the country.

As a member of our employee benefits team, Chloe works closely with businesses to analyze, design, and administer comprehensive employee benefits programs.

Chloe brings with her extensive experience in client service and insurance administration, and she uses these skills to support business clients with the communication, training, and ongoing assistance needed to implement a successful employee benefits program.