Our Mission

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

Kitces

Highlights Of The 2019 FinTech Competition Finalists At XYPN LIVE

October 3, 2019
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XYPN

Meet Our 2019 FinTech Finalists!

June 10, 2019
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FA Financial Advisor

How Advisors Can Stand Out As College Planners

November 11, 2019
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Powered By

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.

Matt Carpenter

Chief Executive 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.

Bill Rabbitt

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 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.

Brian Ford

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

Lead Developer

Jonny is a Web developer at E Space Communications who specializes in creating web-based applications for small-to-medium sized businesses.

Vince Sullivan

Director of Onboarding and Engagement

Vince has worked in the financial services industry for his entire career, working for the past several years focusing on 529 college savings plans and helping people save — tax-efficiently — for the financial shock of college price inflation. In addition to that area of expertise, he has spent several years representing mutual fund, insurance company, and retirement services firms in various sales, distribution, and back-office servicing capacities, helping advisors across the industry build suitable protection and investment portfolios for their clients. Vince lives in Denver, CO, which he has called home since 2002.

Ryan Callahan

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.

Mark Salisbury

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.

Lynn O'Shaughnessy

Data Accuracy Team Member

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.

Elizabeth Bowman

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.

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