Jonathan Mabb, RICP, LUTCF

By Pat Pacious / September 1, 2022

Why The College Funding Coach? Over the years, I have come to realize how many people focus on retirement planning and forget to plan strategically for their children’s education. It…

Matthew Milburn, ChFC, RICP, MSFP

By Pat Pacious / June 7, 2022

Why The College Funding Coach? During my 20 years in the financial planning industry, the cost of paying for college has doubled and, in some cases, tripled. Unfortunately, our industry…

Stacy Segal, CCFC

By Pat Pacious / April 7, 2022

Why The College Funding Coach? Having heard—and addressed—time and again the stress‐filled concern from parents about how to fund their children’s collegiate dreams, Stacy feels fortunate and honored to provide…

Christopher Hernandez

By Pat Pacious / September 21, 2021

Why The College Funding Coach? After losing my father at a young age and realizing the impact of not having one’s financial world organized, I knew I wanted to help…

William Kostecki

By Pat Pacious / August 6, 2021

Why The College Funding Coach? When I began my career I often called upon associate attorneys to become clients. I quickly realize that student debt was a substantial problem for…

Timothy Tedesco, CCFC

By Pat Pacious / October 21, 2020

Why The College Funding Coach? The legacies of my father and grandfather have profoundly shaped who I am today. I joined the financial services industry to follow in their footsteps…

Rory Sullivan, CCFS®

By Alexandra Koury / January 23, 2019

Why The College Funding Coach? Rory speaks to his clients with a timely message: teaching parents how to pay for college for their kids without sacrificing their retirement savings. His…

Demetrius Doss, CCFS®

By Alexandra Koury / September 24, 2018

After playing professional football, and a three-year career as an executive in the music industry, Demetrius began embarking on a passionate calling in the financial services industry in 2011…..after a…

Zaina Bankwalla, MBA, CFBS®, RICP®, CEPA®

By YokoCo / September 12, 2018

Why The College Funding Coach? College is one of the most stressful financial decisions parents will face, and it usually comes right before they are thinking about their retirement and…

Jim Wehr, CLU, CLTC

By YokoCo / September 12, 2018

Why The College Funding Coach? I have a passion for helping families navigate their financial path. I believe that proper planning must incorporate discussions of protection, savings, and growth. Ultimately,…