MEET THE TEAM
With more than 38 years of expertise in legacy planning, Willis specializes in helping businesses and individuals optimize life insurance to improve cash flow, preserve capital and leave inheritances for their family, charitable organizations, business partners, etc. He tailors these solutions to meet his clients unique needs, offering flexible terms and competitive rates.
Whether looking to finance large commercial transactions or personal coverage, Willis works hard to provide cost-effective approaches that aligns with his clients' financial goals. He specializes in monetary structures such as endowments and corporate incentive pay programs,.
"My deep understanding of the market, coupled with personalized service, makes me a trusted partner in managing transactions, while protecting your financial future," says Willis. His services are designed to be dynamic and responsive to the ever changing needs of his clients.
He has 10 children, 18 grandchildren and a great-grandchild. Willis enjoys traveling, cooking and hanging with his wife of 36 years known as "Peaches".
Willis Rogers
Joe Price
Our Background
"With 25 years of experience safeguarding my clients' assets, my professional journey encompasses financial protections from traditional insurances to more complex subjects such as annuities, securities and variable index products ' says Joe.
He addresses everything from investments and life insurance to keyman policies. Joe helps clients create generational wealth by offering protection for both families and businesses.
As an advisor, he strives to make sure that his clients are covered properly across all aspects of their financial lives. His approach is holistic, addressing everything from financial security to emotional fulfillment when devising fiscal plans.
Joe enjoys the great outdoors from boating to hunting to camping. He has one son who currently attends Harvard University and a leading lady who accompanies him on his many adventures.