intellicents continues to expand its personal financial management services with the opening of our office in Colorado led by CERTIFIED FINANCIAL PLANNER™, Betsy Cox.
“Expanding to Colorado has been on our radar screen for over 18 months,” commented Grant Arends, President of Retirement Plan Services at intellicents. “We have long felt that our goal of deploying state-of-the-art financial management technology would resonate perfectly with Colorado’s exploding population and technology boom. What we needed was to find the right person to lead the charge in elevating our Colorado presence to great success. We are confident that our new intellicents office in Colorado will soar to new heights with Betsy at the helm!”
Betsy brings over 11 years of experience in both client and practice management. In addition to delivering personal financial management services to individuals, she possesses extensive knowledge regarding Federal, State of Colorado, corporate retirement plans, and employee benefits. This vast knowledge base makes Betsy the perfect fit to deliver the intellicents university financial wellness curriculum to employers and individuals as businesses implement financial wellness programs and personal financial management services available to their workforce.
“I am so excited to build a financial services company in Colorado in partnership with national investment management and employee benefits powerhouse, intellicents!” said Cox. “Their investment and technology platforms will elevate my clients’ experience to beyond anything I have been able to previously deliver. Plus, given intellicents’ corporate client experience, we will be able to deliver financial wellness and planning services as a worksite employee benefit.”
“We have been delivering investment and retirement planning advice to individuals through their 401(k) plan for decades,” said Arends. “In order to help people achieve their financial dreams, we MUST help them with their current everyday finances as well. Therefore, our fastest area of growth is offering Personal Financial Management Services to individuals. To marry our corporate and individual business lines, we have launched intellicents university where we now offer financial wellness and financial planning to the American Worker through their place of employment. This is best provided by CFP’s® like Betsy with vast experience in providing financial planning services.
intellicents is reimagining financial services for employers and individuals. Through fiduciary retirement plan services for plan sponsors and participants, personal financial management, corporate financial wellness services, and group insurance consulting they are paving a smarter way for the American worker and their employer. With headquarters in Albert Lea, Minnesota, and offices in Eden Prairie, MN, Leawood, KS, Des Moines, Pella and Lake Mills, IA, Tacoma, WA and now Denver, CO, they serve over 200 employers, with 48,000 participants, and assets under management and advisement approaching $4 billion.