For Employers and Financial Advisors



Jørn Earl Otte is the Strategic Marketing Consultant, for SMART529, West Virginia’s Education Savings Solution. A West Virginia native, his vast experience in the fields of employee benefits and college savings plans, allows him special insight into the factors affecting the decisions of families in the Mountain State.

  • Thirteen years’ experience within the financial services industry.
  • Jørn holds a BFA from Goddard College in Plainfield, Vermont, and an MFA from Lesley University in Cambridge, Mass.

Jørn graduated high school from Woodrow Wilson High School, in Beckley West Virginia where he currently resides. He enjoys traveling all around the state, sharing his passion for helping more West Virginians get the financial help they need to send their children and grandchildren to an educational institution beyond high school. His two children will be using their 529 plans to further their educations.


Below are a variety of different ways in which Jørn could help support your efforts in your own community:


For Employers

  • Discussing the benefits of payroll deduction
  • Assisting HR/Payroll departments with initiating payroll deduction
  • Leading seminars for employees on saving for college and the benefits of SMART529
  • Providing educational materials for staff and employees

For Community Leaders

  • Leading workshops on saving for college
  • Speaking at PTA/PTO meetings
  • Staffing a table at a community fair to spread the word about the importance of saving for college


To schedule a visit or speaking engagement with Jørn, please submit an online request at (Calendar of Events), send an email to, or call 866.574.3542


Check the background of this firm/individual on FINRA's BrokerCheck.