Changing the Way America Shops for College.
The College Aid Pro™ software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning and making it easy for advisors to eliminate the stress and anxiety their clients are feeling around college planning.
College Aid Pro In The News
College Aid Pro™ is powered by Capstone College Partners and College Funding Services. Joseph Messinger, David Bowman, Matt Carpenter, and Bill Rabbitt have partnered together to create and develop the College Aid Pro™ tool with one goal in mind: to change the way America shops for college.
Both Capstone College Partners and College Funding Services prioritize helping to end the student loan crisis one family at a time. By creating a community of like-minded advisors, and providing them with the tools and support they need, this group has built a unique network of individuals who are ready to level up their practices and make a positive impact on their client community.
Why College Aid Pro?
Financial planners today are facing a crisis of differentiation. Many firms are feeling stuck in a sometimes saturated market, and aren’t sure how to step out from the crowd as the go-to financial planning option for their ideal clients.
College Aid Pro™ is here to help.
College funding is the #1 financial concern for Gen X parents and their children. With the rising cost of college and the lack of clarity around what families will actually be expected to pay, parents need someone to advise on their investment in education.
College Aid Pro™ allows advisors to provide a unique service that addresses this pressing financial concern in an easy-to-understand way.
With College Aid Pro™, you can join a community of advisors growing thriving practices by efficiently addressing this acute need.
Meet the Founders
Working to Help You Master Your
College Funding Practice.
Joe Messinger CFP®, CHFC, CLU
Chief Education Officer (Professor)
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 Technical Officer (Head Coach)
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.
Dave Bowman, CFP®
Chief Experience Officer (Dean of Advisors)
Dave joined forces with Joe Messinger in 2015 to bring the message of College Pre-Approval™ to the advisory community and change the way financial planners provide college funding advice. He has a passion for helping financial planners run smarter, more intentional practices empowering them have a greater impact on the lives of their clients.
Director of Business Development
Adam has over fifteen years of consulting, business development, sales, and marketing experience. He has worked closely with startups, major government agencies, Fortune 100 companies, non-profits, and political candidates over the span of his career. Before working with College Aid Pro, Adam was Director of Business Development at Change.org. He is an active angel investor and current partner at NextGen Ventures. Previously, he was a consultant at Sapient where his clients included U.S. intelligence and healthcare agencies. He began his career as a political strategist at PSB, where he worked with prominent heads of state including Tony Blair and Hillary Clinton. Adam is a graduate of Cornell University and completed his MBA at Georgetown University.
Chief Marketing Officer
Nate has deep experience in technology sales, marketing, and business development as an individual contributor, team leader, and founder. He made his first cold call less than a week after graduating from college and hasn't stopped for the last decade. His career includes roles with Google's field sales team, as a founder of a B2B technology company, on the other side of the table as a Venture Capitalist, and as a VP of Sales for a seed-stage startup. In addition to his work with College Aid Pro, Nate is the co-founder of the Congo Leadership Initiative, a nonprofit organization training young entrepreneurs in the Democratic Republic of the Congo. Nate is a graduate of Cornell University and completed his MBA at Harvard Business School.
Sales Operations Director
Anthony has over seven years experience spanning across the commercial real estate, government, legal, non-profit, and startup sectors. His working career has included time working with the West Virginia Supreme Court of Appeals, leading operations in two major markets of a seed-stage startup, and conducting financial accounting and reporting for a major DC-area commercial real estate developer. Anthony holds a Bachelor’s Degree in Government & Business from West Virginia University. In his free time, Anthony enjoys travel, staying active, and helping improve his community through volunteer work.
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 is a Web developer at E Space Communications who specializes in creating web-based applications for small-to-medium sized businesses.
Director of Content Marketing
I believe that content marketing is built on stories – our stories. Throughout my career, I’ve focused on helping businesses communicate their story in a productive way – one that would draw an audience and help them grow their bottom line. Through Perfectly Planned Content, I work to capture my clients’ “why” and tell authentic stories in a voice that’s true to them. This helps them to lay a foundation of trust that leads to long, successful client relationships.
Director of Social Media Strategy
As Director of Social Media Strategy, I believe that people connect with people and social media is the perfect place to share your story and brand. With people spending 70% of their time online, it's the best place for you to get in front of people you want to work with. Let's get started connecting you with your audience and show them the passion that led you to start your own business.
Director of Content Strategy
Stories illuminate my path. They have the power to spark emotion, community, and oneness which has inspired my professional writing career. As the Director of Content and Strategy, I give those stories a structured and tailored journey. It is my goal to construct and execute a vision while providing incredible content each step of the way.