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Specialists

Specialists

Unlike other firms, Barber Financial Group does not have the belief that your retirement future rests solely on your investments. That’s what sets us apart from other financial firms in Kansas City! In order to make sure that all aspects of your retirement plan are properly set in place, our in-house tax, insurance and estate planning specialists work together as a team with your financial advisor to help make sure nothing falls through the cracks. 

 

JoAnn Huber

Partner
CFP®, CPA + Tax Specialist

JoAnn Huber has spent her career developing straightforward tax strategies for a variety of clients with unique situations.  After graduating from Utah State University as College of Business Valedictorian with a Bachelor of Science in Accounting, JoAnn furthered her education by obtaining a Master of Accounting with an emphasis in Taxation.  Immediately following her education, she passed the CPA examination on the first sitting, receiving the highest score in the State of Idaho.

JoAnn spent three years at Arthur Andersen, specializing in Family Wealth Planning and State & Local Taxes, then took her knowledge to a local firm in Utah, where she continued guiding both individual and corporate clients through complex tax situations.

She joined BFG Tax Service in 2010 and brought with her a holistic approach to taxation that goes beyond preparing and filing tax returns.  She carefully examines each client’s situation to uncover opportunities which may improve their financial position.  JoAnn holds her CPA in both Kansas and Utah, is a member of the American Institute of CPAs, and has ghost written for national publications.  In addition, she completed all requirements to become a CERTIFIED FINACIAL PLANNER™ (CFP®) professional.

Request a Meeting with JoAnn Here!

Garrett Griffin

Estate Planning Attorney
BFG Legal Services

Garrett Griffin is a third generation attorney, originally from Cameron, Missouri. After graduating from Cameron High School, he received his B.S. in Business Administration from William Jewell College in 1998. Garrett is a graduate of the University of Missouri – Kansas City School of Law (J.D. 2001 and LL.M. Taxation 2005) and was admitted to the Missouri Bar in 2001.

Garrett joined Barber Financial Group Legal Services in 2015 with more than 14 years of experience. A great deal of his work involves counseling those clients on transition & succession planning, estate freezing techniques and gifting strategies. In addition to his representation of closely-held and family owned businesses, Garrett assists clients with diverse needs in preparing all levels of estate planning.

Request an Estate Planning Meeting Here!

Jason Salinardi

Estate Planning Attorney
BFG Legal Services

Bringing nearly two decades of experience, Jason focuses his practice in the areas of estate planning, estate and trust administration, special needs planning, and tax planning.

Jason has created a process that not only helps families plan for their financial capital (what they own), but also for their human capital (who they are) and intellectual capital (what they know). Jason’s journey to build this unique approach began on September 11, 2001, when his oldest brother was killed in the terrorist attacks in New York City. Jason serves his clients by first learning their goals and concerns, and works to help his clients develop plans that reflect their unique situations, and provide counsel based on years of experience and research.

Jason helps families plan for the future of their dependents with special needs. Jason educates and helps families understand the complexity of government benefit eligibility, and the phases of planning for children with special needs.

Jason’s extensive tax education and experience allows him to help clients identify and develop solutions to income, estate, and gift tax concerns.

Jason earned his B.S. and Master’s in Accountancy from the University of Missouri- Columbia, Juris Doctor from the University of Missouri- Columbia, and his Master of Law in Taxation from the University of Missouri- Kansas City.

Jason is admitted to practice in the states of Missouri, Kansas, and Illinois.

Request an Estate Planning Meeting Here!

 

BFG Legal Services is a fictitious name of Sandberg Phoenix von Gontard, P.C., a Missouri corporation and Legacy Legal, LLC, a Missouri limited liability company.

Use of this website does not constitute legal advice and does not form an attorney/client relationship.

Meetings with BFG Legal Services at offices of Barber Financial Group will be by appointment only.

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