![\"\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2021\/09\/Joseph.jpeg?strip=all&lossy=1&ssl=1\")
<\/div>\nJoseph Giulitto<\/span><\/p>\n Business Development Manager, CE Program Manager<\/span><\/p>\n jgiulitto@collegeinvest.org<\/span><\/a><\/p>\n 303.376.8848<\/span><\/a><\/p>\n 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\u2019s right gets the best result.<\/span><\/p>\n<\/div>\n [\/et_pb_text][et_pb_text admin_label=”Info member card” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Business Development Coordinator<\/span><\/p>\n Kdain@collegeinvest.org<\/a><\/p>\n 303.376.8839<\/span><\/a><\/p>\n <\/p>\n Katelyn is the energetic tour de force behind Joe Giulitto and Michael Van Boening, ensuring that the team operates smoothly. She is always available to answer any 529 related question.<\/p>\n<\/div>\n [\/et_pb_text][et_pb_text admin_label=”Info member card” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Jon Pagnozzi<\/span><\/p>\n Sales Director<\/span><\/p>\n jpagnozzi@collegeinvest.org<\/span><\/a><\/p>\n 303.376.8845<\/span><\/a><\/p>\n 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.<\/p>\n<\/div>\n [\/et_pb_text][et_pb_text admin_label=”Info member card” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Michael Van Boening<\/span><\/p>\n Business Development Manager<\/span><\/p>\n mvanboening@collegeinvest.org<\/a><\/p>\n 303-376-8844<\/a><\/p>\n Michael Van Boening has spent 20+ years building his consultative based relationship management skills in both client and advisor based settings, and is always looking to expand and share those skills.<\/span><\/p>\n<\/div>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_class=”user-flow” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”] Katelyn Sales Operations Coordinator<\/p>\n Kdain@collegeinvest.org<\/a><\/p>\n EMAIL KATELYN<\/a><\/p>\n 303-376-8839<\/a><\/p>\n Katelyn is the energetic tour de force behind the sales team, ensuring that it operates smoothly. she is always available to answer any 529 related question.\u00a0<\/span><\/p>\n<\/div>\n [\/et_pb_text][et_pb_text admin_label=”Joe” module_class=”team-card-box” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Joseph Vice President, Sales<\/span><\/p>\n jgiulitto@collegeinvest.org<\/a><\/p>\n EMAIL JOSEPH<\/a><\/p>\n 303-376-8848<\/a><\/p>\n 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\u2019s right gets the best result.<\/span><\/p>\n<\/div>\n [\/et_pb_text][et_pb_text admin_label=”Bill” module_class=”team-card-box” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Bill Senior Business Development Manager<\/span><\/p>\n EMAIL BILL<\/a><\/p>\n 303-376-8848<\/a><\/p>\n Bill started his career in managed portfolio solutions and spent over 20 years as a financial products wholesaler before coming to CollegeInvest. He truly cares about building deep and meaningful relationships with the advisors he works with.<\/p>\n<\/div>\n [\/et_pb_text][et_pb_text admin_label=”Brent” module_class=”team-card-box” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n Brent <\/p>\n<\/div>\n<\/div>\n Business Development Manager<\/span><\/p>\n EMAIL Brent<\/a><\/p>\n 303-376-8837<\/a><\/p>\n Brent joined CollegeInvest after a 25-year career as an investment banker in New York City.\u00a0 He loves everything about living in Colorado, supports his community in SE Aurora serving as a Scout Leader, and is dedicated to improving the financial literacy and prospects of all he encounters through the power of financial discipline and compounding asset growth over time.<\/p>\n <\/p>\n<\/div>\n [\/et_pb_text][et_pb_text admin_label=”Jon” module_class=”team-card-box” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Jon Sales Director<\/span><\/p>\n jpagnozzi@collegeinvest.org<\/a><\/p>\n EMAIL JON<\/a><\/p>\n 303-376-8845<\/a><\/p>\n 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.<\/p>\n<\/div>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_class=”user-flow” _builder_version=”4.17.3″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”] 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.<\/span><\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/www.collegeinvest.org\/financial-professionals\/courses\/” button_text=”see upcoming courses” admin_label=”Button White” module_class=”button white” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"![\"\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2021\/08\/linked-in-icon-copy-3.png?strip=all&lossy=1&resize=30%2C30&ssl=1\"){kind=icon}
<\/a><\/p>\n<\/div>\n<\/div>\n![\"\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2022\/08\/Katelyn-Dain-Headshot-720-x-561.jpg?strip=all&lossy=1&ssl=1\")
<\/div>\nKatelyn Dain<\/span><\/h3>\n
<\/a><\/p>\n<\/div>\n<\/div>\n![\"\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2021\/09\/Jon.jpeg?strip=all&lossy=1&ssl=1\")
<\/div>\n<\/a><\/p>\n<\/div>\n<\/div>\n![\"\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2021\/09\/Michael.jpeg?strip=all&lossy=1&resize=1000%2C777&ssl=1\")
<\/div>\n<\/a><\/p>\n<\/div>\n<\/div>\n
Follow the Financial Professional’s team on LinkedIn<\/a>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Team Card Carousel” module_id=”page-fp-contact-our-team” module_class=”section-team-card” _builder_version=”4.17.3″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row module_class=”contact-team-slider” _builder_version=”4.17.3″ _module_preset=”default” module_alignment=”center” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Katelyn” module_class=”team-card-box” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n![\"dain-katelyn-2v2-1000x777-1\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2025\/05\/dain-katelyn-2v2-1000x777-1.jpg?strip=all&lossy=1&ssl=1\")
<\/p>\n
Dain<\/span><\/p>\n![\"LinkedIn](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2023\/06\/in.png?strip=all&lossy=1&resize=30%2C30&ssl=1\")
<\/a><\/p>\n<\/div>\n<\/div>\n<\/p>\n
Giulitto<\/span><\/p>\n
<\/a><\/p>\n<\/div>\n<\/div>\n![\"hairgrove-bill-19v2-1000x777-1\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2025\/05\/hairgrove-bill-19v2-1000x777-1.jpg?strip=all&lossy=1&resize=1000%2C777&ssl=1\")
<\/h6>\n
Hairgrove<\/span><\/p>\n
<\/a><\/a><\/p>\n<\/div>\n<\/div>\n![\"\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2025\/11\/Johnston-Brent-1000x777-1.jpg?strip=all&lossy=1&ssl=1\")
<\/h6>\n
Johnston<\/span><\/p>\n![\"pagnozzi-jon-33v2-1000x777-1\"](\"https:\/\/e4iwtod4d46.exactdn.com\/wp-content\/uploads\/2025\/05\/pagnozzi-jon-33v2-1000x777-1.jpg?strip=all&lossy=1&ssl=1\")
<\/p>\n
Pagnozzi<\/span><\/p>\n<\/a><\/p>\n<\/div>\n<\/div>\n
\nFollow the Financial Professional’s team on LinkedIn<\/a>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Flexible Promo Vertical Image” module_class=”flexible-promo-vertical-image page-fp-contact-our-team” _builder_version=”4.17.3″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.png” da_disable_devices=”off|off|off” locked=”off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2023\/06\/Advisor.jpg” alt=”Advisor” title_text=”Advisor” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”content-fpvi” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\nOngoing Education for Financial Professionals<\/h2>\n
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