John Posey, CFP®, AIF®
founder & ceo
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. 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 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 purpose is to help create financial freedom. Financial discipline creates financial freedom, and we're committed to helping you achieve the freedom you desire.
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.