Alivia Jacobs
Financial Advisor
About
Alivia serves as a wealth management advisor at Jacobs Financial, where she is passionate about helping individuals and families build confidence in their financial future. She believes that the most rewarding part of her role is getting to know each client’s unique story and building relationships that last for years. She is excited to begin her career with a firm whose commitment to integrity, trust, and putting people first closely reflects her own values.
Before joining the team full-time, Alivia completed an internship with Jacobs Financial and North Star, where she worked alongside experienced advisors, attended client meetings, and discovered her passion for helping others navigate important financial decisions. Her background in financial services, hospitality, and retail has shaped her approachable, relationship-focused style and reinforced her belief that every client deserves to feel heard, understood, and supported.
Originally from Sartell, MN, Alivia graduated from Arizona State University with a Bachelor’s degree in financial planning and entrepreneurship. Growing up around the financial planning profession inspired her desire to continue her family’s legacy while creating her own path of serving clients with care and purpose.
Outside of the office, Alivia enjoys spending time on the golf course, relaxing at the lake with family and friends, traveling, and attending concerts. She looks forward to building lasting relationships with clients and making a positive impact both within the firm and throughout the community.
Services
- Financial planning
- Investments
- Life insurance
- Disability insurance
- Property and casualty
North Star resource team
Carrie Hancock, ChFC®, CLU®, JD
Vice President, Financial Planning Resource Center
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Registered representative of Cetera Wealth Services, LLC.