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.

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College Aid Pro In The News


Highlights Of The 2019 FinTech Competition Finalists At XYPN LIVE

October 3, 2019
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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.

Zoe Meggert

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.

Donelle Kremke

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.

Lauren Straley

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.

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