About Agri-Generational
Welcome to my financial advisory practice!
With over 30 years of experience as an independent financial advisor, I have served many roles in the life cycles of financial planning. Business owners and family enterprises have a special set of needs when it comes to transferring generations of leadership and owners. This has been a passion of mine and the focus of my business.
I was raised in an agricultural community and graduated from The University of Tennessee at Martin with a degree in Animal Science, so I have an inborn fondness for farm and ranch families. Multigenerational planning with any enterprise is challenging, but none more important than agricultural families. I understand that your farm or ranch is more than just land—it’s a legacy.
The financial planning considerations that I have used over my career along with my advanced training with the Family Enterprise Advisor certification, have uniquely prepared me for assisting families as they transition their legacy to the next generation, with the least amount of wealth transfers possible.
My business is based in Columbus, MT where my wife Lisa and I are blessed to be able to live and work in a community that values the traditions we hold dear.