Intermediary : My role as a farm transition planner is to function as an intermediary, as a bridge between an Ag client, their family members and their professional advisors. The role is intended to co-ordinate, interpret and support advisory streams an Ag client typically receives from their accounting, insurance, legal and investment advisors. When appropriate, I offer additional or alternative recommendations that the client is encouraged to review with their existing advisors. We do not implement any accounting, legal, or business re-structuring recommendations, or sell investment or insurance products as offered or recommended by their professional advisors.
Fiduciary Capacity : As fiduciaries, we avoid conflicts of interest by not accepting compensation for our services from any source other than our clients. We do not accept commissions or fees as a result of any business activity (I.E. insurance or investment sales, accounting or legal services) that may be generated by recommendations that are implemented.
Improving Relationships and Bringing Value: Our role is not to disturb professional relationships but to enhance them. We believe that co-coordinating advisory streams and promoting teamwork among professionals of various disciplines delivers results sooner, with more clarity and with less stress to our mutual clients.
I grew up on a family farm and have more than 25 years of experience as a financial advisor. Over time, I have built a unique, advice only, holistic planning process that considers both the technical financial challenges of transition planning and family dynamics.
CFP (Certified Financial Planner; Financial Planners Standards Council)
CLU* Retired (Chartered Life Underwriter; Inst. of Advanced Financial Education)
CHS* Retired (Certified Health Insurance Specialist; Inst. of Advanced Financial Education)
CEC (Certified Executive Coach; Royal Roads University)
ACA (AgExpert Certified Advisor; Farm Credit Corp)
CAFA (Certified Agricultural Farm Advisor)