
I grew up on a family farm and bring over 30 years of experience in financial, tax, and estate strategy focused on farm transition planning.
As a former CFP, CLU, and CHS professional,
I now work exclusively as an independent, advice-only consultant helping farm families navigate the financial and personal complexities of passing the farm to the next generation.
Unlike many advisors, I do not sell investments, insurance, or accounting services. My role is to provide objective, unbiased guidance that puts your family’s long-term interests first.
My process combines tax, estate, and retirement modeling with practical farm management insight and family coaching to build a transition plan from your family’s point of view. The result is a plan that is clear and practical for your family, yet robust enough to stand up to the technical review of your accountant, lawyer, and financial advisors.
If you’re looking for independent guidance backed by decades of experience, I would be happy to connect.
