
Kelly Farrell
Farrell Growth Group
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USA
succession planning, business valuation, M&A, agribusiness consulting
Through Farrell Growth's MIX (Management Information Excellence) program, Kelly Farrell benchmarks retail agronomy performance and tracks trends across the industry. Farrell Growth Group is an agribusiness consulting firm working with privately owned ag businesses on management and ownership transition planning, business valuation, and M&A. Their succession work covers transitioning the business to next-generation family leadership when that's the plan, as well as to an outside buyer when it isn't. A fit for producers without a family successor in the operation looking for outside interest.
Succession Consultant
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Jon Owen
Northwestern Mutual
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USA
insurance, retirement planning, tax planning, legacy planning
Jon grew up on a farm in North Central Montana and farmed until age 38. He now focuses on helping ag families pass the farm to the next generation without leaning on the outgoing generation's retirement to fund it.
Financial Advisor
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Alex Vasichek
Elevate Financial
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Fargo, ND (Midwest)
succession planning, estate planning, farm transition, financial advising
Alex grew up around his family's John Deere dealership and now leads farm succession and estate planning work at Elevate Financial. He holds an Agricultural Focused Financial Planner Certificate (University of Illinois) and a Farm Succession Coordinator certificate (IFTN).
Financial Advisor
Succession Consultant
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James Upton III
Upton Accounting Inc
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North Carolina (nationwide)
tax planning, CPA, succession planning, payroll
James has run his family's ag-focused accounting firm since 2003, working with roughly 200 farmers a year on tax planning and returns, including succession planning and entity structure work across poultry, cattle, crop, and other farm operations.
Tax Specialist
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Justin Frye
Frye Consulting, PLLC
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Fargo, ND (upper Midwest + nationwide)
tax planning, entity planning, transition planning, CPA
Justin is an ag-focused CPA who handles bookkeeping, tax planning, entity structuring, and transition planning for farm operations, with a special focus on the year-end planning flexibility unique to agriculture.
Tax Specialist
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Tyler Wellman
NJN Financial Group
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Lincoln, NE
farm financial planning, farm transition planning, insurance
A 4th-generation farmer himself, Tyler helps farm families with personal and farm financial planning, with an explicit focus on farm transition planning: helping families keep the farm in the family.
Financial Advisor
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Jennifer Rozelle
Indiana Estate & Elder Law
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Indiana (Fishers, Rockville, Wabash)
estate planning, elder law, trusts
Jennifer and her husband Justin Schuhmacher co-own Indiana Estate & Elder Law and were both raised on Central Indiana farms. Their practice focuses exclusively on estate and elder law, helping farm families protect the farm from long-term care costs and plan what happens to it after the current generation is gone.
Estate Planning Attorney
Succession Consultant
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Justin Schuhmacher
Indiana Estate & Elder Law
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Indiana
estate planning, elder law, farm transition, trusts
Justin co-owns Indiana Estate & Elder Law with his wife, Jennifer Rozelle, and personally handles the firm's agricultural and farm files, helping farm families protect the farm from long-term care costs and plan for succession to the next generation.
Estate Planning Attorney
Succession Consultant
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Ray German
Thompson Law
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Minnesota, North Dakota
estate planning, elder law, farm transition, trusts, legacy planning
Raymond J. German provides a wide range of estate planning services to his clients, with a primary focus on creating peace of mind providing for the security of their loved ones, reducing taxes and avoiding a probate, all with a well-crafted estate plan. Mr. German defines the mission statement for Thompson Law as “Helping families discover their purpose and pass on values, beliefs and finances, that can be shared for generations to come.” Mr. German is well aware of the growing importance of estate planning and dedicates himself to informing the public of the need for careful attention to their specific situations. He is a frequent speaker on a variety of estate planning topics, regularly presenting educational seminars for the public as well as private groups.
Mr. German was awarded his Juris Doctor Degree from the University of North Dakota School of Law in 1973. He is a member of the American Academy of Estate Planning Attorneys (is a former member of its Board of Governors).
Mr. German lives in the Grand Forks area with his wife Arlene. He has three grown children and ten grandchildren. Mr. German enjoys Mission work, reading, learning, traveling and spending time with family at the lake.
Contact Raymond J. German for any legal questions, estate or business planning issues. His other areas of practice include: Basic and Advanced Estate, Business Planning, Trust Administration, Probate, Incapacity issues, Special Needs, and Value Based Planning.
Estate Planning Attorney
Succession Consultant
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Clint Fischer
Thompson Law
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Minnesota, South Dakota
estate planning, farm transition, succession planning, legacy planning
Clint hails from rural South Dakota with a deep commitment to helping families and businesses preserve their legacies. With over a decade of experience in agricultural retail prior to practicing law, Clint has a deep understanding of the unique challenges faced by family farms, ranches, and small businesses. He combines his legal expertise with firsthand business experience to guide clients through estate planning, succession planning, and business law matters.
Having owned and operated small businesses himself, Clint has a practical understanding of what it takes to create, sustain, and transition a successful operation. Whether he’s helping a farming family navigate complex estate issues or advising a local entrepreneur on protecting their business, Clint’s approach is rooted in connection, clear communication, and a passion for problem-solving. As a frequent speaker, Clint presents on topics such as farm and ranch succession, estate planning, and business management, equipping audiences with tools to navigate complex transitions.
A graduate of South Dakota State University and the University of South Dakota Knudson School of Law, Clint is licensed to practice in South Dakota and Minnesota. Faith is a guiding principle in Clint’s life, shaping his commitment to serving others and fostering strong family values. Outside of work, he enjoys outdoor adventures, staying current on agricultural issues, athletics, and spending quality time with his wife and their four young children.
Clint is dedicated to helping families and businesses thrive, ensuring their operations remain viable and successful for future generations.
Estate Planning Attorney
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Andrew Knutson
Thompson Law
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Iowa, Minnesota, South Dakota
estate planning, trusts, succession planning, legacy planning
Andrew J. Knutson has focused his practice for the last 17 years in the areas of Trusts, Estate and Elder Planning, Asset Protection, and Business law.
Andrew devotes time to writing and speaking on important issues in these areas. Notably, he has written and presented several legal education seminars for the State Bar of South Dakota, including “Federal Income Taxation of Estates and Nongrantor Trusts,” “Formation of Limited Liability Companies and Corporations,” and “From Start to Finish – A Basic Estate Planning Guide.” He also presented “Trusts Used for Asset Protection” and other various topics to many organizations, such as the Estate Planning Council of North Texas in Dallas and the Prairie Family Business Association.
Andrew has advised hundreds of business owners and farmers, is a business owner, and was a Certified Farm Succession Coordinator.
Andrew has served as chair of the Business Law Committee for the State Bar, where he coordinated with other attorneys to draft legislation and educate lawyers on developments in business law. He has been selected to Rising Stars by Super Lawyers for eleven years. On the practical business side, he and his wife, Diane, owned and operated a successful small business for eight years.
Andrew graduated from the University of Iowa College of Law where he was a Law Merit Scholar. During law school, he was a research assistant to Professor Sheldon Kurtz, helping research and edit a book on Wills, Trusts, and Estates. Andrew earned his Bachelor’s degree from the University of Nebraska-Lincoln.
Andrew is licensed to practice law in Iowa, Minnesota, and South Dakota.
Estate Planning Attorney
Succession Consultant
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