(920) 336-0863 info@thefinplangroup.com

Andrew Nagan

Portfolio Administrator

About Me

I have lived in the Fox Valley my entire life, and grew up in the small town of Freedom. After school, I worked in the restaurant and grocery business for many years but always wanted to do more. So, I went back to school to further my degree and pursue other adventures, which led me to a seasonal tax position with Financial Planning. After my first tax season here, I was offered a full-time position and now I get to enjoy weekends off for the first time in my working life.

Education

I originally graduated from UW-Green Bay with a business management degree in 2002. I always loved numbers, so eventually I returned to UW-Green Bay and graduated with an accounting degree in 2014.

Role in the Firm

My position involves updating portfolio balances for client updates when they are due. I also assist with anything else that is needed including helping with tax returns.

Outside of Work

I am a very active person outside the office. My wife and I have 2 young kids that keep us busy. I enjoy spending time on the boat either tubing, wakeboarding, or fishing with the family. We like to find new places to explore when we go camping and to visit the U.P. and as well as Wisconsin. We don’t end up in the same area twice very often. We love traveling and have visited almost every state. We also try to get to as many Brewer games as possible each year. During the winter, I enjoy snowshoeing, winter camping, and snowboarding.