At College Aid Pro™, we’re dedicated to helping financial advisors deliver expert college funding advice with confidence and ease.
By uniting our diverse professional backgrounds and expertise, our team strives to rectify the student loan crisis one family at a time.
Together, we make it our mission to ensure that every student and family have access to an affordable path to higher education.
College funding is the #1 financial concern for American families — and it has been for a while.
You know who loves that statistic the most? Colleges and universities. Just look at the relentless rise in tuition costs and student loan debt. Pressed for time and overwhelmed by emotions, many families make rushed financial decisions, pay far too much for school, and even jeopardize their retirement to help make ends meet.
College-bound families need help, but until now, advisors haven’t had the tools to provide it. As a result, education planning has been totally neglected by the financial world. For most firms, 529 Savings Plans are the beginning and end of the college planning conversation.
At College Aid Pro™, we built our state-of-the-art software to provide a better path forward for advisors and their clients.
Our tools streamline the college funding process in a dynamic and convenient way, providing data-driven answers to questions like:
What’s my client’s Expected Family Contribution (EFC)?
What’s the net-cost of each school?
What does it cost on a four-year basis?
What do graduates make one, five, and ten years after school?
What will my client’s monthly student loan payments be?
Above all, our tools allow you to compare schools on a granular level and identify the ideal fit for your clients. And instead of taking hours (or days) to research, you can get the useful insights in a matter of minutes.
Chief Marketing Officer and Director of Advisor Solutions
Have a question about college funding? Joe’s your guy. Joe’s revolutionary approach to providing expert college planning advice in an client-centric and comprehensive way has made him an expert in the college planning field. He’s on a mission to educate and empower other financial advisors to raise the bar in college funding advice and help end the student loan crisis, one family at a time.
Chief Strategy Officer
Matt started College Funding Services (CFS) in 2005. It became Matt’s mission to show other families how to avoid making similar mistakes in one of the biggest investments of their life. As College Aid Pro™’s Head Coach, Matt is working to help advisors learn how to best implement college funding within their practice for optimal success.
Chief Product Officer (Dean Of Technology)
Bill’s mission is to make the College Aid Pro™ software as up to date and user-friendly as possible. He works on all things tech for the CAP team, and is focused on battle-testing each new feature to make sure it serves the greater college funding community. His personal mission is to help families navigate this process in a strategic and fully educated way so as to limit the stress and cost as much as possible.
Chief Experience Officer (Dean Of Advisors)
Dave is our COO and Chief Experience Officer. Though his company Outsourced Planning, Dave has worked intensively with more that 40 advisory practices and global financial services organizations, helping them to provide better advice to more people with less effort. Dave spends most of his time working with advisors in our community to understand their challenges and then developing solutions through CAP to solve them.
Member Support Specialist
Elizabeth is our guru of organization and productivity. She helps the rest of our team execute on the vision by coordinating our activity and communications, both internally and with members, partners, and other stakeholders. It is her personal goal to help upcoming colleagues feel fully equipped to make their future investment for college. Elizabeth holds a BS in Business Administration from the University of Youngstown State.
Director Of Data Integrity
Brian Ford is an expert college admissions professional with experience on both sides of the admissions cycle. As a member of admissions offices at schools including Bryant University and Boston University, Brian oversaw the recruitment, review and retention of prospective undergraduate students for close to 20 states over a seven year period. Brian then spent four years as the Director of College Counseling at Austin Preparatory School in Reading, Massachusetts. He holds a Bachelor’s in Business Administration from Bryant University in Smithfield, RI – where he was a collegiate athlete in Cross-Country and Track and Field – and a Master’s Degree in Education from Boston University, specializing in Educational Policy and Leadership Studies.
Jonny Roller is the CTO at E Space Communications and the lead developer of College Aid Pro. Jonny has been an external part of the team from the very beginning. His rare ability to balance needs for elegant back-end architecture, intuitive front-end experience, and business-case strategic design have been integral to the success of the team and the usability of College Aid Pro for our members.
Data Accuracy Team Member
Ryan is a need analysis expert with more than fifteen years of Financial Aid experience and is currently the Director of Financial Aid at Harvard Medical School. He began his career as an Assistant Director of Financial Aid at Boston College. While at BC he received his Master’s Degree in Higher Education. From there he moved on to MIT and served as the Associate Director of Financial Aid. Having dedicated his career to working in elite educational institutions, he understands the importance of financial aid in affording families with the opportunities of a private education.
Throughout nearly two decades in the financial services industry, Patrick McKeon acquired vast experience operating, building and leading teams in diverse and fast-paced environments. Collaboration, teamwork and strategic vision served as hallmarks of his tenure in the industry.
During his 17 years at Blackstone, a premier global investment firm, Patrick worked within the Hedge Fund Solutions group, known as Blackstone Alternative Asset Management (BAAM). As a Managing Director, Patrick served as the Head of Due Diligence, responsible for the initial and ongoing surveillance of BAAM’s portfolio of investments. Over the course of his career at BAAM, the business expanded significantly, navigating times of exponential growth and also times of economic stress during the Global Financial Crisis.
Patrick is currently engaged as an advisor and thought partner to hedge funds and asset management firms focusing on operational and organizational excellence.
Patrick currently resides in New Jersey with his wife and four children, where spending time together as a family serves as a core value. He is a graduate of the College of the Holy Cross in Worcester, MA.
Search Consultant, Diversity, Equity, And Inclusion Practice
Lawrence serves as the practice leader for Carney, Sandoe & Associates' Diversity, Equity, and Inclusion practice. The practice is responsible for leading retained searches for school leaders and providing consultative support for boards, executive leadership, and faculty and staff. To date, Lawrence has conducted anti-bias training with more than 50 colleges and universities, more than 30 independent schools, and a host of corporate and community-based organizations. He provides guidance related to board governance, strategic planning, climate assessment, and inclusive hiring.
Lawrence started his career in higher education before spending a decade at independent schools working as a college counselor and as a Director of Equity and Inclusion.
He has worked for The Young Women's Leadership School of Astoria, The Business of Sports School, Ross School (NY), and The White Mountain School (NH). Lawrence also serves on the editorial board for Insight Into Diversity magazine.
Lawrence was born and raised in Jersey City, NJ and now resides in South Dartmouth, MA. He is the husband of Monique Alexander and together they have six children. Lawrence received his bachelor's degree in finance from Kean University and his master's in counseling from Montclair State University.
Data Accuracy Team Membe
Lynn O’Shaughnessy, a nationally recognized higher-ed expert, is the creator of Savvy College Planning, an online course offered by Horsesmouth to financial advisors. The popular course shares the fundamentals of late-stage college planning so advisors can help clients who are nearing the end of saving for college and now must pay for college. Lynn, a former Los Angeles Times reporter, also shares college advice through her website, The College Solution, and her online course for parents, independent college consultants, and high school counselors. Lynn is the author of an Amazon bestseller, The College Solution.
Data Accuracy Team Member
Mark Salisbury spent 25 years in higher education as a soccer coach, admissions counselor, data analyst, and academic administrator. He has a PhD in higher education and studies how colleges and universities succeed (or fail) in helping students learn and grow. His research has been featured by NPR, WNYC, The Chronicle of Higher Education, and Inside Higher Ed. Two years ago, Mark started TuitionFit to solve the lack of college price transparency by crowdsourcing information.