Andrew Sivertsen

Andrew Sivertsenage 33

Partner, The Planning Center

Fast Facts

  • Teaching his two children to snowboard
  • Has taken his church group on several trips to the Dominican Republic
  • Enjoys hiking, winter sports and camping

If you’re looking for a planner for the next generation, you can stop looking.

Mr. Sivertsen is past president of the Financial Planning Association’s NextGen, which aims to explore issues common to younger planners and encourage them. It’s intended to be the community for the next generation of financial planners. “I jumped in with both feet,” Mr. Sivertsen said.

At The Planning Center, in Moline, Ill., Mr. Sivertsen has pioneered his firm’s efforts to work with younger clients. “We’ve all been bringing on a lot of clients who are our age and the average age of our client list has been dropping quite a bit,” he said.

As a result, The Planning Center is seeing a lot of small business owners and professionals who need a third party to talk to about life and money. “There are two sides to money – personal and technical,” Mr. Sivertsen said. “It’s the personal side that delivers implementation and change. We call it the 40-year conversation.”

When he’s not encouraging young planners, Mr. Sivertsen is a Missions Board member for St. Paul Lutheran in Davenport, Iowa, an avid traveler, and a busy parent with his wife, Amy, and their two children, Lillian, 4 and Graham, 2. (The couple is expecting a third child in August.)

– John Waggoner

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