Jenna C. Siverson, CFP®

Financial Advisor

Gifford Financial focuses on working with those in the medical and dental fields. While we specialize in advising those working in health care, our core process and principles apply to anyone committed to improving their financial situation.

American Funds Retirement Plan Participant Self Service

Check the background of this investment professional on FINRA’s BrokerCheck.

Jenna C. Siverson, CFP®

Financial Advisor

Gifford Financial focuses on working with those in the medical and dental fields. While we specialize in advising those working in health care, our core process and principles apply to anyone committed to improving their financial situation.

About

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

Team

Alison Farrington
Alison Farrington

Practice Coordinator

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Michael Sejbl
Michael Sejbl

Property and Casualty Consultant

Anne Pierce
Anne Pierce

Medicare Specialist

Chloe Becker
Chloe Becker

Employee Benefits Account Manager

Contact

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

    Directions

    *For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.