Joe White, CFP^®

Joe leads a multidisciplinary team of advisors, strategists, bankers, and administrators dedicated to delivering a seamless and deeply personalized client experience. With a background in accounting and a concentration in tax, Joe brings a unique perspective to wealth planning—integrating tax-aware strategies into every facet of financial decision-making. His approach ensures that clients receive solutions that are not only technically sound but also optimized for long-term efficiency and impact.

Joe began his career in oil and gas consulting before transitioning to financial planning and wealth management in 2013. Since joining INTRUST in 2017, he has remained focused on helping clients clarify their goals and align their financial strategies accordingly. One of his most fulfilling experiences involved guiding a senior executive through a complex financial landscape, resulting in a plan that reflected both personal values and long-term aspirations. That engagement helped shape the client service model Joe and his team use today—one rooted in thoughtful planning and collaborative problem-solving.

Joe holds three degrees from Truman State University: a Bachelor of Science in Finance, a Bachelor of Science in Accounting, and a Master of Accountancy. He is also a CERTIFIED FINANCIAL PLANNER^TM.

Joe enjoys collecting sports memorabilia, playing golf, and watching Chiefs football and Royals baseball. He also loves traveling with his wife and spending time with their two children.

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