At CollegeInvest we provide expert information, simple financial planning tools and tax advantaged 529 college saving plans to help Coloradans. The CollegeInvest Sales Team is tasked with that first part, and their goal is to be the educational provider for all things 529 to the financial professionals in Colorado.
What that really means is they spend their time talking to all the financial advisors, CPAs and insurance agents among others, to make sure those professionals know how Colorado 529 savings plans work, and when it makes sense to use a 529 to help save for college. They do it in group meetings and on a one-on-one basis, through attending industry events, and by offering a robust continuing education program.
So who are these guys?
Advisor Relations Manager | CE Program Manager
Joe has been in the financial services industry since 1998 on the compliance side, but quickly realized his skills were in advisory training and development. After a successful career helping clients achieve their goals, he joined CollegeInvest in 2016. Joseph has degrees from the University of Southern Colorado and Harvard Executive Business School with areas of study including Global Economics and History.
Joseph resides in Colorado- and if you don’t find him actively speaking, you will find him with his family, including his 2 sons Joe and Vince, and his wife of 21 years, Angela. His family enjoys every aspect of Colorado living. Joe’s beard is a recent addition to the family. email@example.com
Advisor Relations Manager
Brennan Hannon has worked in financial services for over 20 years with a focus on sales, relationships, and client service, working for both Ameriprise and Wells Fargo, where he helped lead the largest merger in banking history. Brennan has also served on the Board of Directors for several nonprofit organizations and regularly volunteers his time in his community. He joined CollegeInvest in 2017.
Brennan received his bachelor’s degree in Organizational Leadership & Management from Concordia University in St. Paul, MN. He lives in Denver with his family and spends most of his free time enjoying Colorado’s outdoor playground, and working to tame his family dogs. firstname.lastname@example.org
Director of Sales
Jon Pagnozzi has almost twenty years of experience in the financial services sector, is an expert in business management, relationship building and consultative sales and is a frequent speaker and teacher of continuing education courses for the financial professional community.
Jon received his undergraduate degree in Business Administration from the University of New Hampshire in Durham, NH and his MBA from the University of Colorado in Denver. He lives in Lakewood with his wife, Michele, and small children Harper and Christo. Please don’t ask him how the tree fort he is building for them is working out. email@example.com
If you are a financial professional feel free to contact them with questions on how 529s work, to set up an in office group or individual meeting, or to schedule a free CE course for CFP, CIMA, Insurance or CPA designations. Click here to visit our website for upcoming scheduled classes. We can also be contacted at 303-376-8855.