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. Her areas of specialty include, but are not limited to:
- Medical Professionals
- Specialty Specific Disability Insurance
- Life Insurance Strategies
- Retirement Programs (401k, SEP IRA, 403b, Roth IRA)
- Tax-Efficient Investment Strategies*
- College Funding Options
Jenna is a CERTIFIED FINANCIAL PLANNER™, a prominent certification for financial advisors 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 to hospitals and individual groups in the Twin Cities and Atlanta areas.
Jenna grew up in Madison, WI 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, and her family and friends, traveling, practicing yoga, baking cookies and reading. Jenna is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.
Jenna is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2071076 / DOFU 03-2018
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | email@example.com
Vice President, Life Insurance and Long-Term Care
612.617.6109 | firstname.lastname@example.org
Vice President and Director of Investments
612.617.6116 | email@example.com
Vice President, Financial Planning Resource Center
612.617.6137 | firstname.lastname@example.org
MinneapolisNorth Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414