Andrew A. Ohman, CPA, CFP®
Shareholder, Chief Compliance Officer, Client Advisor
Andy Ohman has always enjoyed numbers, people, and problem-solving, making wealth management a natural fit. His education in finance and accounting, and professional background in tax planning and investment management, provides a strong foundation and framework for advising clients.
In 2017 Andy took on the role as Director Client Experience and in 2020 he became Chief Compliance Officer. Aside from his more recent operational roles, the client advisor role is still at his core, which allows him to bridge client perspective with process and procedure.
When Andy is away from the office, he’s likely active with his wife, Erin, and their two boys, Jackson and Tyler. It’s common to find Andy somewhere near an ice rink, lake, or golf course.
Chief Compliance Officer, 2020 – present
Director, Client Experience, 2017-2019
Client Advisor, 2005-present
Sargent Management Company
Research Analyst & Project Coordinator, 2004-2005
Deloitte & Touche LLP
Senior Tax Associate, 2002-2003
Arthur Andersen LLP (Minneapolis office acquired by Deloitte)
Tax Associate, 2001-2002
Iowa State University
BS, Finance and Accounting (2000)
Certified Financial Planner, CFP® (2012)
Certified Public Accountant, CPA (2001)
Minnesota Society of Certified Public Accountants
Faith, family, and friends
Outdoor activities like hockey, golf, skiing, and boating
Coaching youth sports
Anything that makes him laugh