Our Parent Investment Experts

We're parents, we get it

As parents like you, we've served as PTA presidents, coached our local youth soccer teams and helped raise funds for our schools. We know watching your child grow and prosper is one of the greatest rewards of parenthood. Yes, we're financial professionals, but we're also parents...we get it. We know how important your child is to you and just how accountable we are to you as another parent. That's why we refer to ourselves as Parent Investment Experts and not just College Saving Experts.

With expertise to boot

By adding us to your family's roster of trusted advisers, you're getting the best college savings experts in the business. We are seasoned professionals focusing solely on 529 savings plans and college planning strategies, which is completely unique in the industry. We know the ins and outs of over 80 different state sponsored 529 programs, as well as the federal and state tax advantages that are unique to each state and its residents. Our personal approach and expert knowledge help us create solid, crafted college savings plans to meet your investment style, goals, timeline, and budget.

Our entire team of Parent Investment Experts are devoted to helping out with our children's collective futures. After all, that's why we're here, isn't it?