Andy O’Brien* is a Managing Partner at Tax & Financial Group. Andy provides expert guidance related to our clients in the areas of personal financial planning, complex estate planning, business succession planning, and executive compensation strategies.
Andy is passionate about helping clients navigate the wide variety of circumstances to make the best decision for their particular situation. It starts with taking the time to fully understand the client’s goals and their true objectives. With these as a guide, Andy takes the time to provide clear explanations and relevant context so clients can take action toward achieving their financial dreams. Andy blends his many years of experience and his technical knowledge to develop comprehensive solutions and meaningful recommendations.
Prior to joining TFG, Andy was the Director of the Client Solutions Group with Securian Financial Services, Inc. Andy worked as a financial advisor, specializing in business succession, advanced estate planning, and executive benefits. Through his work, he has helped hundreds of business owners develop and implement strategies to address these complex situations.
Andy has also worked as an attorney, with a private practice focusing on estate planning and business succession. In his practice, he drafted complex estate planning documents, negotiated the purchase and sale of businesses, and managed a variety of other complex legal issues for his clients.
Andy is a frequent presenter to business groups, trade associations, and other professional organizations throughout the United States. He speaks on financial, legal, and tax related topics that impact business owners’ decisions for themselves and their business.
Andy received his bachelor’s degree from Hamline University, St. Paul, Minnesota (summa cum laude) and his law degree (J.D.) from Hamline University School of Law, St. Paul, Minnesota (cum laude). He is a licensed attorney in the State of Minnesota. He is a CFP® certificant, and holds the Chartered Life Underwriter (CLU) designation from the American College. Andy holds the Series 7, 66, and 24 securities registrations, and Life, Accident and Health licenses.