Andrew A. Ohman, 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 with two large firms, provided a strong foundation and framework for advising clients.
Originally an Analyst at Sargent Management Company, Andy transitioned to Client Advisor when Sargent merged with the Sage Partnership, forming what today is known as Meristem. His skill and talent have taken Andy from Client Advisor to Director of Client Experience, Chief Compliance Officer, and Shareholder in 2020. In his work as Client Advisor, the role at his core, he bridges the client perspective with process and procedure to serve client families in the current generation and beyond.
Andy embodies the best of Meristem with his keen sense of the financial, a caring and giving spirit, and his sense of humor. Another fun fact: Andy will eat nearly anything. And he can get away with it between golf, hockey, and his wife and two young sons to keep him moving.
WORK EXPERIENCE
Meristem
Shareholder, 2020 – present
Chief Compliance Officer, 2020 – present
Director, Client Experience, 2017-2020
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
EDUCATION
Iowa State University
BS, Finance and Accounting (2000)
PROFESSIONAL DESIGNATIONS
Certified Financial Planner, CFP® (2012)
PROFESSIONAL AFFILIATIONS
Minnesota Society of Certified Public Accountants