Colorado Region to be Covered by Kahle Greenfield

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WealthVest Hires Regional Consultant

WealthVest announced today that Kahle Greenfield will be covering Colorado as a member of the regional consultant sales force. Greenfield has over 16 years of industry experience, setting him up for success in this new role.

Kahle began his career in financial services in 1998 as a regional sales representative. Since then, he has held roles such as regional vice president and regional director. In these roles, he has built many regions from the ground up and has many accomplishments under his belt.

“Kahle is a knowledgeable and seasoned professional, and WealthVest looks forward to his future success with us,” said Matt Sawyer, Vice President of Sales.

Kahle graduated from the University of Nebraska-Kearney and is Series 7 and 63 licensed.

WealthVest — based in Bozeman, MT, and San Francisco, CA — is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high quality insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation.

WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.

The company possesses four sales teams: a field wholesaling team dedicated to banks and broker-dealers; a field wholesaling team dedicated to independent broker-dealers; a team dedicated to independent agents and advisors; and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on its team, and over $1 billion in sales to date.

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Hannah Matro
WealthVest Marketing
877.595.9325 Ext: 203
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Hannah Matro
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