Jennifer Jorgenson

WORK HISTORY

ABOUT JENNIFER JORGENSON

My experience working with both plan sponsors and individual clients has provided me with a vast perspective that is valuable in building successful financial solutions. As the financial services industry continues to evolve, I strive to help clients grow by finding impactful ways to serve them. I work alongside plan sponsors to create better retirement outcomes for their employees by helping them identify, create, and implement a retirement plan benefit that is customized to meet their unique needs. By providing consulting services for a variety of organizations and corporations of all sizes (including unions, foundations, not-for-profit, professional employer organizations (PEOs), physician owned employer groups), I am familiar with the nuisances that comes with each organization. I help guide individuals with customized financial strategies aimed at being efficient and successful. I am thankful for my relationships with my clients, whom are like family. Many of my long-term clients have turned to me for their multi-generational wealth needs. I grew up in Minnesota and attended the University of North Dakota. As a result of living in several states throughout the years, I have clients that reside in a variety of locations. Outside of work I am a competitive tennis player who loves spending summers on the water in Minnesota and volunteers with special needs organizations. “An investment in knowledge always pays the best interest” – Benjamin FranklinSecurities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through SageView Advisory Group LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 7500 Olson Memorial Hwy, Ste 225, Golden Valley, MN 55427.