John Posey, CFP®, AIF®
founder & ceo
I'm a Nebraska native who grew up as a small-town farm kid, and I have been working in financial services since 2005. I 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, I launched Plains Advisory to help others invest smarter, plan for the future, and leave a legacy. Our services 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®, 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. I am also a member of the Financial Planning Association of Nebraska.
Both my wife and I come from rural Nebraska farm families. Throughout my career, I have 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. Our core purpose is to help create financial freedom. Financial discipline creates financial freedom, and we're committed to helping you achieve your best version of financial freedom.
Stef graduated with a bachelor’s degree in Legal Studies at the top of her class from Berkeley College of New York. She brings over 7 years of experience in Customer Service and over 5 years of combined experience in the administrative and legal fields. Stef is dedicated to providing a great client experience and does much of the heavily lifting involved in managing the administrative and operational tasks in our business. She's our number one resource in getting answers, finding information, and resolving issues that helps make our clients' financial lives easier. In her free time, Stef loves to travel, read science fiction books, and spend time with her family.