Nicholas Andresen, CFP®

Nicholas Andresen, CFP®

Wealth Planner

My mission is to help people live a better life by leading and guiding them through critical financial events and helping them pursue their goals. I am a Certified Financial Planner™ professional with nearly 18 years of industry experience.

My experience is working with executives who want to reduce taxes now and in retirement. Tax laws are changing more frequently and are becoming increasingly complex which is making it harder for individuals to navigate – especially for those who have executive compensation packages. I work with these people to identify the strategies that are available to minimize tax exposure and help them execute a plan. I do this by taking my knowledge and experience at a national accounting firm – along with my personal passion – to create a customized roadmap of their financial life and identify strengths and weaknesses, building on the strengths and eliminating the weaknesses.

I pride myself on serving clients by building meaningful relationships and focusing on what is important to them. I also connect my clients to the resources that help get them to where they want to go. Acting as an advocate and guide – a relationship centered on trust and accountability.

My wife, Jessica, and I live in Lakeville and are the proud parents to Allison (7) and Isabelle (4), with a baby boy due in May 2023. When I’m not spending time with my family or friends, I can be found playing sports, reading, or training for my next triathlon.