John Posey, CFP®, AIF®, AFFP
founder & ceo
John is a Nebraska native who grew up as a small-town farm kid, and has been working in financial services since 2005. He previously worked at locally-owned institutions, including a community bank and an accounting firm in addition to two Fortune 500 organizations. Equipped with many years of knowledge and experience in personal finance, he launched Plains Advisory to help others invest smarter, plan for the future, and leave a legacy. The services they provide are often valuable to 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®, he holds a financial planning certificate from Kaplan University, in addition to a bachelor's degree in business administration from the University of Nebraska - Lincoln. Additionally, John holds the Agriculture Focused Financial Planning professional designation from the University of Illinois Urbana-Champaign. He is also a member of the Financial Planning Association of Nebraska.
Both he and his wife come from rural Nebraska farm families. Throughout his career, he has enjoyed working with people that share similar values and experiences which can be very helpful in solving the many challenges we face in our financial lives. The core purpose and mission of Plains Advisory is to help people create more financial freedom. Financial discipline creates financial freedom, and Plains Advisory is committed to helping you achieve your best version of it.
Pamella Wait
Administrative manager
Pamella is a former nurse and educator with a strong attention to detail that is vital to managing the operations of Plains Advisory. Pamella has a valuable background in developing administrative procedures and workflows which helps ensure our back-office operations are consistently running smoothly. She also acts as a liaison with the investment providers and vendors we work with to make everyone's life easier when it comes to account needs and service requests such as completing paperwork, finding information and solving issues. She's our number one resource when it comes to anything involving paperwork. Pamella's knowledge and ability in managing our technology and systems serves a valuable role in our firm.
Charles Schwab & Co.
service team
Plains Advisory has selected Charles Schwab & Co., Inc. as our primary custodian for our clients' accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help us serve our clients.
Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab is a pioneer in the business of exclusively serving independent investment advisors and their clients.