Nick Johnson, CFP®, EA
Nick Johnson, CFP®, EA
Manager of Wealth Management
E-mail:
nick@bondanddevick.com Nick is the Manager of the Wealth Management Team at Bond&Devick. He leads the Wealth Management Team in developing comprehensive client financial plans, managing team workflows, and enhancing wealth management services. Nick works closely with advisors and the Operations Team to support seamless communication and collaboration across the entire Bond & Devick team. He is also responsible for maintaining strong relationships with the firm’s accountant partners.
Nick joined Bond&Devick in 2018 and has been working in the financial services industry since 2011. He obtained his CFP® (CERTIFIED FINANCIAL PLANNER™) certification in 2015 and earned his EA (Enrolled Agent) certificate from the IRS in 2020. As the firm's tax expert, Nick oversees tax planning for clients, ensuring their financial strategies are both comprehensive and tax-efficient.
Nick holds a BA Degree in Marketing from the University of Minnesota - Duluth (UMD) and has two professional certifications: CFP® and EA.
In his free time, Nick enjoys traveling and spending time with his family. He is a dedicated fan of Minnesota sports teams, cheering on the Twins, Wild, Vikings, and UMD Bulldogs whenever he can.
