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Trusted by 250,000+ Professionals

"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

1/4

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Colby Mayberry CFP, CEPA, AAMS

0 / 5

Financial Strategy Development
Small Business Advisory
Global Distribution Experience
Client Relationship Building

Growing up in a small town in eastern Washington, I learned the value of hard work and saving money by mowing lawns and working harvests. My international career took me to Switzerland and China, where I built businesses and worked in global distribution. Across cultures, trust was always paramount in business relationships. This experience shaped my approach when I transitioned to Edward Jones, driven by a desire to cultivate deeper, long-lasting relationships and contribute to my local community.

As a financial advisor, I specialize in working with supply chain professionals and small business owners to develop tailored financial strategies. I focus on helping clients prioritize their goals, offering consistent support so they can concentrate on their strengths while maximizing financial outcomes.