John Posey, CFP®, AIF®
I have been working in the financial services industry since 2005. I previously worked at locally-owned institutions, including a community bank and an accounting firm in addition to two Fortune 500 organizations. With this knowledge and experience, I'm excited to provide financial planning and investment management services — that better serve the needs of rural America and the agriculture community — through my firm, Plains Advisory. The firm is designed to provide those nearing retirement age and seeking a successful transition from their careers or business with specialized advice in the areas of investment management, retirement planning, estate planning, farm succession, risk management and tax planning.
As a CERTIFIED FINANCIAL PLANNERTM and Accredited Investment Fiduciary®, I hold a financial planning certificate from Kaplan University, in addition to a bachelor's degree in business administration from the University of Nebraska - Lincoln.
Both my wife and I come from a family of farmers. Throughout my career, I have enjoyed working with people from ag driven communities, discovering that similar values and experiences can be very helpful in solving the many challenges we face in our financial lives. Our core shared value is financial freedom. We truly believe financial discipline creates financial freedom, and we're committed to helping you achieve the freedom to live your best financial life.