Tips For Advisors

If you are a financial advisor interested in discussing the possibility of bringing these concepts and strategies to your clients, or if you would like to explore the opportunity that a class like ours could provide in your area, please contact our office.

We are currently taking reservations for geographic territories and hope to roll out our entire turnkey marketing program to financial advisors across the United States and Canada early in 2011.

The facts speak for themselves. This is a severely underserved market with unlimited upside potential. The value that you can provide to these families is tremendous—most advisors do not know this material. You can differentiate yourself from every single financial advisor in your area. Best of all, you never run out of potential prospects, since new kids go off to college every year.

We look forward to hearing from you by email: bjolly@finsvcs.com, or phone: (703) 891-6681.

Meet our Partners

Attorneys: Family Law

Kate Bigus — 703-938-5100 kbigus@tatebywater.com
Mike Collins — 301-214-9091 MTC@mikecollins.com
Stacey Gaulding — 202-552-7383
Adrien Pickard —703-518-9921 apickard@fiskeharvey.com
Betsy Sue Scott — 703-871-5070
Todd Steinberg — 703-903-7515 steinbergt@gtlaw.com
Jason Weis
Wayne Zell— 571-203-9355

Accountants

Bob Cato — 703-536-7707 rbcato2@aol.com
Charles Cocke — 703-391-2000 ccocke@cst-cpa.com
Diane Mastbrook — 703-255-1155 dianne.mastbrook@candmcpa.com
Steve Nadler — 703-971-2422 steve@rkncpa.com
Lauran Penn — 301-652-6700 lauran@cpahelp.com
Jerry Perkins — 703-448-9121 jperkins@gillilandcpa.com

Mortgage Brokers

Joe Disalvo — 703-522-2200 JDiSalvo@cmicloan.com
Paul Giglia — 703-283-2244 paul@prefloans.com
Hal Johnson — 703-279-8810 hjohnson@embracehomeloans.com
Jim McQuaig — 866-853-6335 x.140 jim.mcquaig@churchillmortgage.com
Erik Spencer — 703-426-6970 espencer@primeres.com

Admissions Counselors

Katrina Clayton:571-438-7503 katrina@collegecareerconsulting.com
Leslie Kent:703-620-9277 leslie@lesliekentconsulting.com
Amy Waxman:703-300-5433 amy@collegecounselingcoach.com

Financial Aid Counselors

Dr. Herm Davis — 301-548-9423