Financial Adviser, Consultant, Educator and Speaker, Joseph Giulitto brings 24 years of consulting and advising to the insurance and financial industry. He is an expert in 529 Savings Plans for college or trade school investments. Joseph is the 2022 President of NAIFA-Colorado.
Joseph has been an active participant in the financial services industry since 1998. Starting his career in compliance where he developed consistent advisory training, and quickly rose to the acquisition of new talent and building new business opportunities with the ethos of “Doing what’s right gets the best result.”
Moving to the retail and client side of the industry, Joseph has been branded as an exemplary educator and motivator in mentoring clients and advisers to achieve their goals. He brings knowledge and expertise to an overly complicated set of options for the investor.
Joseph’s role with CollegeInvest is a multipronged approach in delivering the Colorado 529 (College Saving account) to the public. Joseph is the liaison between the State of Colorado 529 Savings Plan , brokers and financial professionals. He works with partners at Nuveen, Vanguard, First Bank and Nationwide on behalf of financial professionals across the state and country. Joseph provides the knowledge on how these products can improve the lives of their clients.
In addition, Joseph runs the CollegeInvest continuing education program as well as sales training to adviser firms to enhance not only the use of the product but also to increase the ability and skill of partners. Their singular goal is “How can we serve you and meet your needs?”
Joseph obtained full licensing while in the adviser role (including Series 7, 8, 9, 10, 63,65-66). He acquired his Insurance and FINRA licenses including Registered Investment Advisor Representative. Joseph obtained his Bachelor of Science in business from University of Southern Colorado and Harvard Executive Business School with a specialty in Global Economics and History. Joseph is also a Certified College Financial Consultant. (CCFC).
Joseph is the current president of NAIFA-Colorado, the State Chapter for NAIFA - the National Association of Insurance and Financial Planners.
Immediate Past President
Susan Ondack joined the Principal Financial Group in 2009 as the disability regional vice president covering AZ, CO, ID, NM and UT.Ondack has more than 30 years of experience in the disability insurance industry. During her career she has marketed disability, life, long term care and group benefit solutions.Ondack spent 13 years at the Paul Revere/Provident/Unum companies as a disability rep in Denver. Before joining Principal, she was a senior account executive at MetLife.Throughout her career Ondack has been very active in the promotion of disability and long term care insurance through sales, marketing and acting as an expert witness in court cases. She is a nationally known speaker on the subject of disability insurance and has spoken at the National Association of Insurance and Financial Advisors' national convention. She is the current president of the International DI Society.Ondack can be reached by telephone at 800-944-8485, Ext. 2, or by email at Ondack.Susan@Principal.com.
Rice Brown Financial Services is a state-registered firm and has been offering a full range of investment and wealth management services for individuals, families, and businesses since 1973.
Our approach for new clients includes the following services:
-A complete review of all financial resources and their current taxable status. Gaining a detailed understanding of the client’s goals and ambitions for utilization of all existing and potential future assets.
-As a fee-based wealth management firm, we are motivated to grow our clients’ asset base. This approach is not motivated by revenue from the sale of products, but rather, expectations as a result of growing the assets. Our primary revenue is generated by fees for account management although certain investments may pay their own advisory fees and other internal expenses.
-After evaluation of the client’s assets and goals, as well as a very careful determination of risk tolerance and time horizon, we create a financial portfolio targeted specifically to the client’s objectives.
Kate joined the insurance world in 2009. She strives to help people and businesses succeed. Through a relationship-based approach, Kate designs personal financial strategies for individuals and employee benefit packages for businesses. Her mission is to develop quality relationships with clients by providing strategies designed around their goals and objectives for the future. Kate is a registered representative and investment advisor representative of Ameritas Investment Company, LLC* (AIC.)
Kate holds the FSCP designation, Financial Services Certified Professional, furthering and deepening her understanding of the financial services landscape. This designation gives Kate additional skills to help her clients prepare for the future.
Kate began honing her relationship skills in New York City in Public Relations. She spent two years working for Estee Lauder and five years working for Victoria's Secret Beauty as Public Relations Manager. She was responsible for securing media placements for all Victoria's Secret Beauty products as well as planning events. While she loved the bright lights and the big city, she missed her home state of Colorado. She is thrilled to partner with her Dad, Randy, to design and implement valuable strategies for their clients.
In addition to working with her Dad, Kate is also highly involved in her community. She served 3 terms on the Board of Directors for the Junior League of Denver. She was also a board member of Newborn Hope for 5 years- an organization providing education and resources to Colorado babies affected by prematurity. She is proud to serve as President of the National Association of Insurance and Financial Advisors (NAIFA) Denver Chapter and the Young Advisor's Task Force (YAT), which helps plan events and mentoring opportunities for advisors that have been in the business for 10 years or less. While not working, or giving back to the community, she enjoys hiking, skiing, playing tennis and cheering for the Denver Broncos. Kate and her husband Matt have 2 children, Reed and Darcy.
Brent Jones, is Owner & Principal of JONES FINANCIAL DESIGN, a risk management, retirement income, disability income and social security planning service agency in the Denver Metro area, doing business in Colorado and ten other states in the US since 1965. Brent began his career with the Denver General Office of New York Life and built a successful practice working with various clientele in the Colorado front range.
Brent graduated from the University of Colorado business school with a degree in Business Administration with a minor in Marketing, and study in Russian History and Soviet Economics, Brent is educationally credentialed with the (LUTCF) designation from the American College of Financial Services which covers the planning concepts, applications and needs applicable to the personal insurance, retirement planning, long term care, estate planning, and business market. Brent also is certified in Personal and Family Financial Planning through the University of Florida.
Brent is involved in several associations and boards within his community and State. Brent currently serves on the State of Colorado Producer Advisory Council and as a Member of the Board of Directors of NAIFA Colorado Chapter. In these roles, Brent meets with the Commissioner(s) of the Colorado Division of Insurance & the Division of Securities as well as members of US Congress and the Colorado State General Assembly to discuss the needs and issues of consumers in main street America along with public policy, regulations and legislation related to the insurance and financial service industry.
Brent is a recipient of the industry National Quality Award and has been twice awarded the President of the United States Service Award by President Barack Obama and President Bill Clinton. Brent is an Eagle Scout and member of the National Eagle Scout Association. Brent also serves in various leadership positions in his Church.
Brent has several years of experience as a executive leader of for-profit boards, professional trade originations and local and state government commissions. Brent is the Past President of the South Metro Association of Insurance and Financial Advisors. Brent is a past member of the New York Life Agent Advisor Council. Brent held appointments to the City of Aurora Business Advisory Board, and is a Past Commissioner of the City of Aurora Colorado Planning & Zoning Commission.
Brent is married to Stacy Hamilton – Jones. They have two children and enjoy vacationing, sports, history, being together.
Kathleen graduated from the United States Military Academy at West Point in 2000 with a Bachelor of Science in International Relations. Upon graduating, she served as an active duty officer in the Army Corps of Engineers. Throughout her service, she was stationed at Fort Hood, Texas; Fort Carson, Colorado; and overseas on multiple tours of duty. Kathleen was awarded the Bronze Star Medal for meritorious service in a combat zone.
Kathleen began her career in the financial services industry with New England Financial in 2007. She is licensed in life and health insurance and maintains Series 6, 7, 63 and 65 securities registrations. Kathleen was selected by the Colorado Springs Business Journal as a Rising Star (known today as a 40 under 40 Rising Star) in 2009. She volunteered for the Peak Reader program, which led to her involvement on the Board of Trustees for the Pikes Peak Library District (PPLD). She served as the Board President from 2012 to 2014, during which time PPLD was named Colorado Library of the Year for 2014. Kathleen has also served extensively on the Colorado Springs Regional Business Alliance Political Action Committee during various election cycles.
Kathleen enjoys spending time with her husband, Michael, and their daughter. They take full advantage of Colorado’s many outdoor activities. Among their favorites are skiing, hiking, and running in some of the region’s most daunting races, like the Pikes Peak Ascent
Allan Jensen has been in the insurance field since 1992. He focuses on helping people plan a tax free retirement using safe money strategies, working with seniors and Medicare recipients, and assisting business with stability and continuity planning. In addition, he provides free Social Security maximization analyses and helps folks identify and remedy retirement income shortfalls.
Recently, Allan has passed the Series 65 examination and assumed the additional license as Investment Advisor Representative, with the company name Southwind Financial Services. Financial Planning and Investment Management Services are offered through FamilyWealth Advisors., Registered Investment Advisor.
Katelyn Dain is our new executive director for NAIFA - CO. She was born and raised in Castle Rock, CO, and is very passionate about the financial industry. When asked about why she joined NAIFA - CO she stated, "I am ecstatic about this opportunity. NAIFA is a fantastic organization that has an incredible impact on its communities. I am blessed to be able to advocate even more for our industry and for our clients."