Joe Morsman, J.D., CPA, Director, Institutional Trust and Retirement Services

Joe is responsible for delivery of trust services for qualified and non-qualified retirement plans, collateral trusts, health savings accounts, and other non-personal fiduciary arrangements. A native of Oklahoma, Joe received his bachelor degree from Westminster College, his M.S. in Accounting from Oklahoma State University, and his Juris Doctor from the University of Oklahoma College Of Law.

Joe is a member of several state and national legal and public accounting organizations. He is a member of the Steering Committee for the Employee Benefits Institute and was treasurer and member of the board of directors of the Brain Injury Association of Kansas and Greater Kansas City. Joe is married and the father of six children.

Contact Joe at jmorsman@nationaladvisorstrust.com.

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