Andy O' Brien

Andy O’Brien is a Managing Director at Tax & Financial Group.  Andy provides expert guidance related to advanced planning, personal financial planning, estate planning, business planning, and qualified plan design. In addition, Andy takes a client first approach and provides both technical and practical analysis and recommendations.

Experience

Prior to his current role, Andy was the Director of the Client Solutions Group with Securian Financial Services. 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.

Presentations

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 most affect business owners’ decisions for themselves and their business. Education Andy received his Bachelor’s degree from Hamline University (summa cum laude) and his law degree (J.D.) from Hamline University School of Law (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.