Blog

Lisa has spent 25 years in insurance and financial services, specializing in college planning, retirement, investment planning, employee benefits, and life, disability and long term care insurance. As an independent broker, she is able to live out her philosophy of focusing on each client's specific situation, customizing a personal plan that matches them with the best products to address their needs and providing ongoing monitoring and support. Lisa is a Certified Funds Specialist® (CFS®) and has completed three courses toward…

Stephanie is president of Kennedy Educational Services and co-founder of My College Planning Team.  Stephanie holds a Master of Science in Counseling and College Student Development. A former admissions counselor, her team now helps students identify their passions and find the colleges that are the best fit academically, socially, and with career focus.   She has 18 years’ professional experience in college admissions and administration at several leading universities including the University of Miami, Northeastern University, Texas A&M University, and…

Mary Small has over 18 years in recruiting and management with Louis Knox Financial and Sequoia Financial Network, with nearly a decade focused on financial advisor recruitment and retention.  At Louis Knox she also managed the day-to-day tactical and long-term strategic activities within the business. As a mother of two college students, Mary understands the financial stress that parents of college bound children are experiencing and can help create financial solutions that will work for them. Mary lives in Bloomingdale,…