Jenna C. Siverson CFP®
Jenna is a financial advisor with North Star’s Medical Division. Jenna works with physicians, dentists, and other medical professionals to help them overcome the financial challenges that are unique to their chosen careers.
She has developed a national financial services practice, primarily working with clients in Minneapolis and Atlanta. Jenna strives to maintain a high level of service and focuses on an educational approach to ensure her clients feel confident in the financial decisions they are making. She has built many long-term, comprehensive consulting relationships with her clients over the years and is eager to continue to grow.
Jenna is a CERTIFIED FINANCIAL PLANNER™, a certification for financial professionals earned which signifies additional examination, education, and commitment to ethical standards. She partnered with Erik Siverson, CFP® in 2011 and together they host educational seminars for hospitals and individual groups in the Twin Cities and Atlanta areas.
Jenna grew up in Madison, Wis., and graduated from the University of Wisconsin – Eau Claire with a degree in business management and a minor in French. In her spare time she enjoys spending time with her husband Erik, daughters Victoria, Rosemary, and Eleanor, and stepkids Zoe, Jonah, and Hope; getting together with family and friends; traveling; working out with Peloton; baking cookies; and reading. Jenna is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.
Services
Jenna’s areas of specialty include, but are not limited to:
- Comprehensive financial planning
- Financial strategies for medical professionals
- Specialty-specific disability insurance
- Life insurance strategies
- Retirement programs (401k, SEP IRA, 403b, Roth IRA)
- Tax-efficient investment strategies*
- College funding options
- Debt management
- Investments
- Mutual funds
- Risk management
- Tax-efficient investment strategies*
- Wealth accumulation
- Wealth management
