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 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 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.
Michelle is a registered representative of CRI Securities, LLC and Securian Financial Services, Inc. 2033912 / DOFU 02-2018