Rebecca Cross

When I started in financial services 7 years ago, I was learning from a group of advisors that were experts in financial college planning. When I understood how it works, it was evident that it was not widely understood or easy for parents to find. The process of applying for college can be very stressful and overwhelming. As a mother of two contributing to 529 plans, I was enlightened that may not be the best place to save for college. What really helped me decide to start helping families, was when a good friend of mine made mistakes on his FAFSA that cost him thousands of dollars unnecessarily. It really opened my eyes first hand, to what can happen without the right information.
 
I love helping parents understand the rules and how they apply to them to maximize money for college. There are so many ways to improve your position as a parent and pay the least for college if you start early enough.
 
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Dylan Murphy

Dylan Murphy is the a Director at Wagner & Woolf, an niche sports recruitment firm that specializes in assisting elite international student athletes enter intercollegiate athletics in the United States. Originally from Australia, Dylan arrived in the United States in 2012 to accept an athletic scholarship at the University of California, Santa Barbara.

In the previous five classes Dylan has worked with more than 300 families and the transition into higher education here in the United States. He recognizes the financial commitment involved for families with children in college and is looking forward to working with the team to prepare our clients to maximize their investment.

Friends don't let friends pay full price for college!

College planning is something that I stumbled upon after working in the financial industry where most advisors did not understand the process or how to truly help families figure out how to pay for college.

When I realized that even the most seasoned CPA’s and CFP’s are lost in the vast world of college planning, it was clear that I wanted to pursue helping family’s to make the best decisions for their college plans.

The information that I have to share is invaluable.

My goal is to educate you so you can avoid the same mistakes that have negatively impact so many college careers and cost them thousands of dollars that are easily prevented.

There is so much misinformation that can be extremely detrimental and sometimes have permanent effects on the process as a whole. Any family going through this arduous process will benefit from our help.