Wiley is a 20-year veteran of the financial planning industry, formerly serving as the firm’s Director of Investment Planning. In addition to working directly with our farming clients, Wiley assists in overseeing and implementing over $30 billion of our clients’ assets and serves as a member of our Investment Strategy Group and Investment Steering Committee.
In working with our farming and business owner clients, Wiley advises in the areas of cash flow management, investment planning, retirement planning, risk management, life insurance, estate planning, and business succession.
A Tennessee native, Wiley is married to a farmer’s daughter and understands the unique challenges facing American farm families. He graduated from Middle Tennessee State University in 2005 with an emphasis on accounting and currently resides in Nashville, TN, with his wife and two children. In his free time, Wiley is an avid hunter and skier, and coaches youth sports.
About Agribusiness Succession Advisors LLC
Agribusiness Succession Advisors LLC is a select group of estate and succession planning specialists skilled in utilizing strategies for protecting land, business and one’s legacy while minimizing tax consequences and inheritance issues. Chosen from the financial planning professionals across the country within our organization, the estate and succession planning specialists who comprise our Agribusiness Services Group possess advanced technical skills coupled with a passionate commitment to the Agribusiness market. Their clients include owners and managers of agricultural property, senior ranchers considering or negotiating transfer or tenure agreements, “junior” generation ranchers, growers and farmers, and organizations interested in preserving working landscapes.
*Business Intelligence Institute is an Osaic Wealth initiative focusing on business succession strategies.