Michelle is the Practice Coordinator for Gifford Financial. She works closely with the advisors in the financial planning process, from data gathering to plan completion. She is also the coordinator of all eMoney related services that Gifford Financial provides, assisting with linking external accounts and maintaining client online access. Michelle organizes day-to-day workflow while assisting with investment applications, placing trades, and answering general client questions covering a wide range of topics. Insurance and securities licensed, Michelle is a registered representative of CRI Securities, LLC and Securian Financial Services, Inc.
Alicia is the Marketing Coordinator for Marshall’s practice. In charge of maintaining Marshall’s social media profiles and website presence, she also loves celebrating milestones, whether it be adding a child through birth or adoption, weddings, or retirements. Alicia helps coordinate appointments and events on Marshall’s calendar and assists the team with meeting preparation by providing account summaries, applications, and service forms. Alicia is licensed in life and disability insurance.
Hannah is the Insurance Coordinator for Marshall’s practice. She coordinates the risk management area of the practice by walking our clients through insurance applications, the underwriting process, and policy finalization. She also assists with policy increases, as well as maintaining and servicing client information with the insurance companies. Hannah welcomes any disability income insurance, life insurance, application, and underwriting related questions that you may have. Hannah is licensed in life and disability insurance.
Katie is the Investment Coordinator for Marshall’s practice. She walks through the application process with our clients by sending out applications and tracking investments through processing. She also assists the team with client follow-up, preparation for client annual reviews, and service forms. Adding Katie to the team has allowed Marshall to spend more personal time addressing the needs of his clients. Katie welcomes any investment application questions you may have.
Michelle is a registered representative of CRI Securities, LLC and Securian Financial Services, Inc. 2033912 / DOFU 02-2018