No one wants to talk about estate planning, but it’s imperative to have a plan. Join us at Talk Hereford on Oct. 27 in Kansas City to learn more about transitioning your farm or ranch to the next generation. Join UMB Bank Senior Vice President of Wealth Management and Wealth Advisor for Private Wealth Management Rob Oltjen and Billy Cordasco, Babbitt Ranch president, as they highlight important considerations for passing your farm or ranch on to the next generation.

As a wealth advisor, Rob is responsible for delivering customized financial planning with an emphasis on the areas of risk management, investing and wealth transfer. He constructs a team of UMB advisors around the specific needs of his clients to deliver holistic financial solutions.

Rob has more than 30 years of financial experience in wealth management and commercial banking. Throughout his career, he has served in significant roles including senior management positions in Wealth Management and Correspondent Banking. Rob collaborates with a team of trust advisors, portfolio managers, financial advisors and private bankers in providing comprehensive wealth management solutions to high net worth clients.

The Babbitt Ranch was established in 1886 by the five Babbitt brothers from Cincinnati, Ohio. The ranch has been in the Babbitt family ever since. Billy Cordasco, great-grandson of one of the founding brothers and fourth-generation family member, currently serves as president of the ranch. Billy graduated from Northern Arizona University with a degree in business and began working in a variety of positions on the ranch in the 1980s. In 1992, he became president of the ranch. Billy oversees ranch operations and is active in representing the ranch to governmental agencies and state livestock associations.