NAPFA Connect Spring 2020 Speaker
Colin Yackel
With over 8 years of experience, Colin Yackel brings a wealth of industry knowledge to Envestnet | MoneyGuide®, the creators of industry leading financial planning software.
In his current role as a Lead Trainer, Colin is responsible for the development and delivery of all in-person and virtual MoneyGuide Training. Before holding the position of Lead Trainer, Colin was a member of the MoneyGuide Support Team. In this role, Colin provided technical support and helped ensure that all financial professionals using MoneyGuide were able to deliver high-quality financial plans to their clients.
Prior to joining MoneyGuide, Colin served as an Advisor Assistant at Virginia Asset Management. Colin earned a bachelor’s degree in Financial Planning from Virginia Tech’s CFP® Board Certification Program and currently resides in Richmond, VA.
In his current role as a Lead Trainer, Colin is responsible for the development and delivery of all in-person and virtual MoneyGuide Training. Before holding the position of Lead Trainer, Colin was a member of the MoneyGuide Support Team. In this role, Colin provided technical support and helped ensure that all financial professionals using MoneyGuide were able to deliver high-quality financial plans to their clients.
Prior to joining MoneyGuide, Colin served as an Advisor Assistant at Virginia Asset Management. Colin earned a bachelor’s degree in Financial Planning from Virginia Tech’s CFP® Board Certification Program and currently resides in Richmond, VA.
