Nelson Moen, CFP®
Welcome to our Employee Spotlight!
We have an incredible group of talented, fun, and dedicated employees here at Parr McKnight. Our Spotlight focuses on our people who contribute to the success of our firm. This month we are sitting down with Nelson, to hear more of his passions, his history, and his exciting year so far…
What was your first job in this industry and for how long?
As a senior in high school, I was selected to participate in a work-study program and had the pleasure of working with a family wealth management office in Plymouth, Minnesota. This is where I found my initial love for the career.
What keeps you in the business?
The ability to make a positive impact in the lives of our clients. It brings me a ton of joy when I have the opportunity to boil a complex financial decision into something that is understandable and gives clients the confidence to know that they will be able to meet their goals.
What things do you need to be successful in this job, and what are the deal killers for you?
I often relate being a financial advisor to being a teacher. One of my primary objectives when working with clients is to educate clients around the topics we are dealing with and make sure they are comfortable with their plan. This career provides incredible opportunities to get to know my clients on a personal level and help them through the highs and lows that life has to offer. It also gives me the opportunity to put on my “financial nerd” hat when doing in depth analysis of an investment opportunity.
What is your most favorite part about working with Parr McKnight?
The relationships that I have formed between, colleagues, clients and business contacts.
What are you most looking forward to in 2022?
2021 has already been a memorable year for me! In April I was beyond excited to propose to my girlfriend (now fiancé) of 10 years, Maddie – Thankfully she said YES! So I am most looking forward to our wedding which will happen in the summer of 2022.
What is your favorite app?
It’s hard to pick just one… I love the combination of information, productivity and entertainment that we all have access to in the palm of our hands. A few of my favorites are: “Things” “Evernote” “Morningstar” “Uber/Lyft” “1Password” “Instagram” “YouTube” & “Twitter”
What is a unique skill that you have?
I am an Excel geek. Through my years in college at The Carlson School of Management – University of Minnesota, my favorite classes were centered around Excel modeling and analysis. I have used these skills to produce many templates that we use daily at The Parr McKnight Wealth Management Group.
What is your favorite restaurant?
A few years ago, my fiancé and I moved out to Eden Prairie and have loved exploring all the local restaurants. We have found a favorite in a place called Tequila Butcher in Chanhassen. They have amazing smoked meats, tacos and margaritas.
What hobby outside of work are you really passionate about and why?
Outside of work you will often find me enjoying the outdoors, and there’s nothing quite like Minnesota Summers – whether it’s golfing, hiking, boating or enjoying a rooftop dinner, I am always looking for ways to spend time with friends and family and enjoy the fresh air.