John Posey, CFP®, AIF®, AFFP

Experience

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  American General Financial Services

  Jan 2005 - Jan 2006

  Financial Representative / Loan Officer

  Processed loan applications, evaluated credit risk, inspected collateral, and closed loans. Also performed collection activities on past due accounts and offered credit products and services to individuals and local businesses.

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  Thrivent Financial

  Jan 2006 - Jan 2007

  Financial Associate

  Assisted clients with risk management, retirement planning options, education funding, personal financial analysis as well as other financial objectives. Offered products such as mutual funds, long-term care insurance, annuities, and life and health insurance to build financial security.

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  Contryman Wealth Advisors

  Nov 2007 - May 2015

  Wealth Care Professional

  Provided counsel in areas of financial planning such as investment management, retirement planning, insurance planning, and estate planning. Partnered with tax professionals to holistically serve the financial needs of clients.

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  Five Points Financial Services

  May 2015 - Dec 2018

  Financial Planner
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  Plains Advisory LLC

  Dec 2018 - now

  Financial Planner

  I specialize in providing investment management and financial planning often to those near or in retirement.