Financial advisory services firm intellicents has expanded its personal financial management services with the opening of an office in Colorado.
The office will be led by Certified Financial Planner Betsy Cox, who brings more than 11 years of experience in both client and practice management, and possesses “extensive knowledge regarding Federal, State of Colorado, corporate retirement plans, and employee benefits.” This, according to a press release, positions her well 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.
“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.”
With headquarters in Albert Lea, MN and offices in Eden Prairie, MN; Leawood, KS; Des Moines, Pella and Lake Mills, IA; Tacoma, WA; and now Denver, CO, intellicents serves more than 200 employers with 48,000 participants, and assets under management and advisement approaching $4 billion.
