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.
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.
CollegeInvest offers accredited continuing education for financial advisors and tax professionals who are looking to expand their knowledge of how 529s can help their clients.