ABOUT YOUR SPEAKERS
Erik and Jenna Siverson are Financial Advisors and CERTIFIED FINANCIAL PLANNERâ„¢ professionals, a prominent certification for financial advisors which, once earned, signifies additional examination, education, and a commitment to ethical standards. They have been hosting educational dinner seminars together to individual physicians, dentists, and hospital groups in the Twin Cities and Atlanta areas since 2011.
Erik and Jenna are members of North Star's Medical Division, a team dedicated to helping physicians and dentists efficiently pursue financial independence. They work together to incorporate a relaxed and educational approach to help clients feel comfortable and confident making decisions that will impact them and their families for years to come. As many of their clients are busy professionals, Erik and Jenna help by ensuring they are making decisions aligned with their goals and that they have all the information necessary to make such decisions.
Their areas of expertise include: Risk Management, Specialty Specific Disability Insurance, Investments, Tax-Efficient Investment Strategies*, College Funding Options, Retirement Strategies, and Asset Protection Strategies*.
ERIK L. SIVERSON, CFP®
Senior Financial Advisor, Associate Partner
Erik grew up in Dallas, TX and joined North Star Resource Group after graduating from St. John's University with degrees in Political Science and History. He enjoys spending time with his wife, Jenna, and his five kids, Zoe, Jonah, Hope, Victoria, and Rosemary. As a member and former board member of Metropolis Rugby, he enjoys playing rugby in his spare time. Additionally, Erik enjoys riding his motorcycle, travelling, the outdoors, and is also an accomplished hair braider and master pillow fort builder. Erik is Series 7 and Series 63 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.
JENNA C. SIVERSON, CFP®
Financial Advisor
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 family (Erik, Victoria, Rosemary, Zoe, Jonah, and Hope) and friends; travelling; working out with Peloton; baking cookies; and reading. Jenna is Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.