We understand the system.

We also understand the toll paying for a child's education can take these days.

Pierre Jospe

President

Doug Sheppard

Chief Technology Officer

Markus Essien

VP of Operations

Meet Some of Our Navigators

Our Navigators have been specially trained in our methods, and have access to our extensive knowledge base and calculators.

Each Navigator brings their own background and experience, and all have experience with the financial aid system. Even our executive team has been trained as Navigators, and in many cases are involved in assisting or acting as a Navigator!

Here are some of our Navigators and their backgrounds.

Wayne has an MBA in finance, holds a Chartered Financial Analyst (CFA) designation, and also holds the FINRA Series 7, 63, and 65 registrations. He has guided families for over 18 years in financial needs and advice, and is married with two children in California.

Kelly, mother of two, located on the East Coast, is a financial consultant with over 30 years of experience who is very well acquainted with the financial aid process for the past decade. She has been supporting parents in both the K-12 and college financial aid processes.

As an educator, life coach, and mother of 3, Angela draws from her personal and professional experience to support families through the high school admissions process and the financial aid process for elementary school through college all across the country.

Anita is very well acquainted with the financial aid process for the past decade. She has been supporting parents in both high school admissions and financial aid. In particular, she is an expert in the methodologies that schools use to consider families.

Jim is well acquainted with the financial aid process, and has been supporting parents in both high school admissions and financial aid. He is a frequent guest speaker at his local Kiwi Club and talks about the intricacies of the financial aid process.

Erica has 15+ years in education and nonprofit leadership, with a focus on admissions and financial aid for families of color. As a first generation college graduate from a private university, she understands firsthand what happens when you do not have a professional admissions and financial advisor.

Paul is well acquainted with the financial aid process, and has been supporting parents in both high school admissions and financial aid. Coming from a marketing background, he knows how important it is to present a families best case to receive aid.

Shahla has been addressing various learning needs for the past 21 years. With an MIA/MBA from Columbia University, she has worked in Corporate Finance, and as a parent has been supporting families with educational roadmaps & tuition assistance in roles of Educational and Financial Aid Planning consultant.