Nick Johnson, CFP®, EA
Nick Johnson, CFP®, EA
Manager of Wealth Management
E-mail:
nick@bondanddevick.com Nick is our Manager of Wealth Management. He leads the Wealth Management Team with client financial plan development, WM Team workflow, and looks for ways to grow and enhance our wealth management services. Nick works closely with the advisors and the Operations Team, supporting communication and collaboration across the entire B&D team. He is also responsible for maintaining relationships with the firm’s accountant associates.
Nick joined the Bond&Devick Team in 2018. He has been working in the financial services industry since 2011 and obtained his CFP® (CERTIFIED FINANCIAL PLANNER™) certification in 2015. During his time at Bond&Devick he is our tax expert and oversees tax planning for clients. In early 2020 Nick earned his EA (Enrolled Agent) certificate from the IRS.
Nick received a BA Degree in Marketing from the University of Minnesota - Duluth. He holds two professional certifications: CFP® (CERTIFIED FINANCIAL PLANNER™) and EA (Enrolled Agent).
In his free time, Nick enjoys traveling, spending time with his wife Kelly and their dog, Bones. He is also a Minnesota sports teams’ fan and cheers on the Twins, Wild, Vikings, and UMD Bulldogs when he can. Nick and Kelly welcomed their first child in 2024.
