Marshall W. Gifford has a range of work experience in the financial industry, specializing in serving clients in the medical and dental fields. Marshall W. is the Founder & Senior Partner of Gifford Financial, where they provide individualized advice to clients in similar situations.
Prior to that, Mr. Gifford was involved with North Star Resource Group, where they played a significant role in creating and leading the North Star Medical Division. This division serves as a study group for financial advisors, keeping them up to date on financial trends in the medical and dental fields. Marshall W. also co-founded the North Star Disability Insurance Consultants, where they helped create a unique website to educate dentists and physicians on disability insurance.
In addition to their work with clients, Marshall has a notable presence as a public speaker. Marshall W. has spoken at various industry events and conferences, including the American Urological Association Annual Meeting and the Mayo Fellows Association, where they presented on topics such as income protection, asset wealth management, and financial planning.
Marshall is also actively involved in charitable work, serving as a board member for the Scott Richards North Star Charitable Foundation. The foundation, supported by North Star, is dedicated to charitable giving.
Overall, Marshall W. Gifford has extensive experience in the financial industry, with a focus on serving professionals in the medical and dental fields, public speaking, and charitable work.
Marshall W. Gifford attended Central Community High School in Elkader, Iowa from 1985 to 1989. Following that, they pursued a degree in Business Administration with concentrations in Finance, Management, and Real Estate and Insurance at Minnesota State University, Mankato from 1989 to 1993. Apart from their educational background, Marshall W. Gifford also holds additional certifications, including CLTC - Certified in Long Term Care Planning, CLU - Chartered Life Underwriter, and ChFC - Chartered Financial Consultant.
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