OUR TEAM
H. Joseph Price, Jr.
Executive Vice President Kansas City | Contact
H. Joseph Price, Jr., has joined BryanMark Financial Group as our Executive Vice President in Kansas City. Joe has over 30 years of experience working in the legal community, and prior to joining BryanMark Financial Group, Joe was a Partner and Group Leader for the Tax & Estate Planning Group of Spencer Fane Britt & Browne, LLP.
Joe is a Fellow of the American College of Trust and Estate Counsel. (ACTEC) He is also an Adjunct Professor at the University of Missouri – Kansas City School of Law where he teaches “Tax Planning with Life Insurance” and “Planning for Distributions from IRAs and Qualified Retirement Plans.”
H. Joseph Price Jr.
Executive Vice President
Qualifications:
- Fellow of the American College of Trust and Estate Counsel
- Member of the Estate Planning Society
- Former Chairman of the Kansas City Estate Planning Symposium (2005)
- Former Co-Chairman of the Heart of America Tax Institute (1992)
POINTS OF INTEREST:
Joe is an Adjunct Professor at the University of Missouri – Kansas City School of Law where he teaches “Tax Planning with Life Insurance” & “Planning for Distributions from IRAs and Qualified Retirement Plans.”
Legal Disclaimer:
BryanMark Financial Group, and/or its agents are licensed to sell traditional life insurance in: FL, IL, IA, IN, KS, MO, NE, NC, OK and VA. Insurance services are limited to residents of the listed states. Residents of other states should consult with a local agent for insurance services.
Securities products, may be sold in the following states: IL, KS and MO. Residents of other states should consult with a local registered representative for securities products.
Securities and Investment Advisory Services offered through registered representatives of M Holdings Securities, Inc., A registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BryanMark is independently owned and operated.
BryanMark Financial Group is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.