Financial Professionals Team at CollegeInvest
Let us help you. With over 60 years of combined industry experience, the CollegeInvest team provides industry leading sales training on how 529s can help both your clients, and your business.
Business Development Manager, CE Program Manager
Joseph started his career in compliance before moving to the retail and client facing sides of finance. During his 20+ years in the industry he has been branded as a great educator and motivational spirit in helping clients and advisers achieve their goals, with the ethos of doing what’s right gets the best result.
Business Development Coordinator
Ashlee has 10+ years in the financial industry and is known for providing education and presenting solutions to help clients and colleagues achieve their goals. She’s passionate about higher education being the most valuable gift of encouragement that can be given.
Jon has over twenty years of experience in the financial services sector and is an expert in relationship building and consultative sales. He is also a passionate advocate for increasing access to higher education for Colorado residents.
Ongoing Education for Financial Professionals
CollegeInvest is proud to offer continuing education for financial advisors and tax professionals, including CE credit courses. We are product agnostic and committed to educating all parties on the Colorado State 529 College Investment program. The courses will assist financial professionals in gaining the understanding needed to engage and educate their clients.