meet Our Advisors

At My College Planning Team, we pride ourselves on connecting clients with top-tier financial planners, advisors, and consultants. Our independent third-party partners are thoroughly screened and vetted to ensure they align with our mission of maximizing college funding efficiency.

Once we collect your data, complete our analysis, and present our recommended strategies, we refer you to these trusted professionals for implementation assistance. Each advisor featured on this page shares our passion for helping clients leverage financial aid and other strategies to the fullest extent.

*Note: The individuals and entities listed below operate independently and are not affiliated with My College Planning Team. You are not obligated to use their services and may choose any qualified professional to assist with your college funding needs.

  • Brandon Knopf, CFP, BFA

    Brandon Knopf, CFP®, BFA™

    Certified Financial Planner

  • Matthew D. Allgood, CFP

    Matthew D. Allgood, CFP

    Certified Financial Planner, Financial Advisor, Certified Kingdom Advisor

  • Jim Kraiss, CFP

    Jim Kraiss, CFP

    Certified Financial Planner

  • Steve M. Visser, Financial Advisor

    Steve M. Visser

    Financial Advisor

  • Mary Small, Financial Advisor

    Mary Small

    Financial Advisor

  • Lisa Christie, Financial Advisor

    Lisa Christie, CFS

    Financial Advisor

  • Eve Przadka, Financial Advisor

    Eva Przadka

    Financial Advisor

  • Tesha McMillon, Government Loan Specialist

    Tesha McMillon

    Government Loan Specialist

Brandon Knopf, CFP, BFA

Brandon Knopf, CFP®, BFA™

Certified Financial Planner

As a managing partner of Legatum Wealth Advisors, Brandon is an experienced wealth advisor who assists his clients in achieving their goals through a customized, value-based process addressing all aspects of financial planning including investments, insurance, estate planning, college funding, and retirement.  As a father of two children, Brandon personally understands the challenges parents face in preparing for college and he specializes in college education planning to help them navigate the stress and expenses related to higher education. 

As the son of financial advisors, Brandon began his career in 2010 with Waddell & Reed and then co-founded Legatum Wealth Advisors in 2021. He is a lifelong Illinois resident and resides in the western suburbs with his family.

Matthew D. Allgood, CFP

Matthew D. Allgood, CFP

Certified Financial Planner, Financial Advisor, Certified Kingdom Advisor

As principal and owner of Allgood Financial, an independent Financial Planning and Advisory practice, Mr. Allgood has been guiding clients through the financial planning process and advising them on many aspects of their personal finances since 1999.  A Vanderbilt University graduate with an MBA from Northwestern University’s Kellogg Graduate School of Management, Matt is very familiar with the process of applying to, financing, and succeeding at top-tier universities.  He has a passion for helping college families and for helping others find a way to afford the education of their dreams.  Finally, as a father of four himself (including one college graduate already), he relates well to the challenges today’s parents face in navigating the financial aid process.

You can reach out directly to Matthew via e-mail at matthew@allgoodfin.com, or learn more about his practice via his website, http://www.allgoodfin.com .

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor.  Level Four Advisory Services, LLC, and Allgood Financial are separate entities from LPL Financial.

This LPL Financial Registered Representative may only discuss and/or transact securities business with residents of the following states:   AZ, CA, FL, IL, IN, KY, MI, NC, TX

Check the background of this Investment professional at FINRA’s “BrokerCheck” found on their website at http://www.finra.org.  SIPC’s website can be reviewed at http://www.sipc.org.

Neither Allgood Financial, LPL Financial, nor Level Four Advisory Services is affiliated with My College Planning Team.  All are separate entities from one another.

Jim Kraiss, CFP

Jim Kraiss, CFP

Certified Financial Planner

Jim has been a Certified Financial Planner (CFP) for over 29 years. He has taught financial planning at several area colleges, written multiple financial planning articles, and authored five books on the subject. With his expertise in designing non-assessable financial instruments for college funding and his previous long-term experience as a Series 7 and Series 63 securities advisor, he has been able to design unique multi-advantaged solutions for our clients.

Jim is available to answer any questions you might have about the financial aspects of getting into a great college program.

Click here to schedule a consultation.

Steve M. Visser, Financial Advisor

Steve M. Visser

Financial Advisor

For over 24 years, Steve M. Visser has been successfully engaged in teaching clients how to plan a secure retirement in an insecure world, and helping clients save for college in a tax-efficient manner.

As a partner with OnPath Financial, LLC, with locations in Naperville and St. Charles, Steve and his team bring significant resources to help clients with their retirement and college planning goals. Steve graduated from Calvin University with a double major in 1998 and has successfully advised hundreds of families over the past two decades.

Steve and his wife are longtime Naperville residents.  Steve’s son graduated from Naperville North High School and is now pursuing a computer science degree at Calvin University.  His daughter attends Timothy Christian School. Steve is also an active member at Compass Church and at the Naperville Area Chamber of Commerce.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Highpoint Advisor Group, a Registered Investment Advisor. HighPoint Advisor Group and OnPath Financial, LLC are separate entities from LPL Financial. For a complete list of the states in which Steve may discuss and/or transact securities business, or for more information, please visit www.onpathfinancial.com.

Mary Small, Financial Advisor

Mary Small

Financial Advisor

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, she 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, IL with her husband Jon and their two children. She enjoys spending time with her family, coaching, yoga and physical fitness, especially in conjunction with supporting a cause like the 3-day breast cancer walk.

Mary is here to answer any questions you might have about the financial aspects of getting into a great college program.

Lisa Christie, Financial Advisor

Lisa Christie, CFS

Financial Advisor

Lisa M. Christie, CFS (Certified Funds Specialist), is an Independent Financial Advisor.  She is fully licensed and has been in the business for 33 years.  She and her business partner have their own practice, L & M Financial Services, Inc., providing well rounded financial planning that examines your total financial picture. We work with Life, Health, Disability, Long Term Care insurance as well as Investment planning for College Funding and Retirement Planning.  L & M was nominated for Small Business of the Year for 2015 & 2016 by the Hoffman Estates Chamber of Commerce.

Lisa is here to answer any questions you might have about the financial aspects of getting into a great college program.

Eve Przadka, Financial Advisor

Eva Przadka

Financial Advisor

Eve has been helping families for over 20 years to protect their assets, manage their financial affairs, and secure their financial future. She has successfully founded and operated her own financial services company for over 11 years.

Since earning her Bachelor’s Degree in Business Management, Eve became a lifelong learner and has now chosen to develop an in-depth knowledge of financial strategies that can be used to help families lower their college costs.

Eve is an avid member of Chicago’s Polish Community and is fluent in her native language.  After noticing very little information available to the Polish/American community with regards to college financial planning, Eve developed a fervent desire to help. With her unique skill set and experience, she helps take advantage of financial strategies for all who work with her.

As a mother of two college age boys, Eve knows first-hand the challenges that families face finding the best possible aid and solutions to pay for college.

During her time off, Eve enjoys traveling, networking, and spending time with her kids.

Tesha McMillon, Government Loan Specialist

Tesha McMillon

Government Loan Specialist

Tesha McMillon is a Higher Education professional. She has been in the education industry for more than 18 years. Currently, Tesha is the Assistant Director of Financial Aid/Default Manager for an H.B.C.U. in Raleigh, North Carolina. She is also the owner of McMillon and Associates and a financial literacy business she calls “The H.E.L.P.,” an acronym for Higher Education Literacy Provider.

Under the H.E.L.P., Tesha provides higher education literacy to federal loan borrowers related to FAFSA, student loan repayment, forgiveness, cancellation, discharge, and default. Title IV funding (student loans) is her area of expertise. She provides literacy through counseling, consulting, and advising federal loan borrowers on their student loan repayment options. Tesha specializes in student loan repayment options, forgiveness, consolidation, cancellation, discharge, and default. For new borrowers, she offers financial aid literacy and advising, which focuses primarily on FAFSA completion, the awarding of aid, grants, and scholarships. She partners and collaborates with different organizations and industries and assists their clientele with the issues surrounding their student loan indebtedness.

Her business “McMillon & Associates Consulting firm” focuses on assisting institutions of higher learning or outside stakeholders who offer products or services related to higher education. Tesha assists with innovation, performance improvement, strategy implementation, and operating efficiency on Title IV compliance and enrollment management. She offers financial aid consulting and strategy development, operational assessments, product development and testing, and assistance with default management. Her goal is to help student loan borrowers successfully repay their student loans.

Tesha has a Bachelor’s degree in Business Administration w/minor in Government contracts and Acquisitions and will complete her Master’s in Public Administration in December 2021, graduating from both programs’ summa cum laude. Both degrees are from Strayer University. Tesha lives in Clayton, NC, with her five-year-old son. She enjoys reading, giving back to the community, and spending time with her son in her spare time.

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