Meet Greg

I just closed the second largest case of my 20+ year career. When you guys said these families were really eager to meet with me and discuss their finances, you certainly weren’t kidding.

Casper Meijer

I have been through many college planning programs and yours is the most step-by-step to get in front of clients. The urgency these families have makes all the difference in the world.

Judah Day

These families are so receptive to meet with me and discuss the information I share with them.  I was pretty burnt out chasing people who had no urgency.  Thanks for making the business fun again.

John Kelly

Your program was the missing link to me building my practice. I had no idea the importance of college planning. I also can’t believe how much easier it becomes with the right approach.

Jeff Cody