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Billie Jo Weis

Vice President of Client Services

Billie Jo Weis is a nationally recognized expert in college financial planning. Since joining My College Planning Team over five years ago, she has provided strategies to help hundreds of students and their families minimize college costs with her extensive knowledge of financial aid and the updated FAFSA rules.

According to Roger Lorelle, founder of Collegiate Funding Solutions, offering the nation’s premiere college planning software for financial advisors, Billie Jo plays a major role in how the software integrates the new FAFSA rules so as to provide timely and accurate solutions.

She also leads MCPT’s Appeals Team, which provides families with the best ways to approach their financial aid appeal, based on the student’s academic profile and family circumstances.

Since receiving her degree in accounting from San Jose State University, Billie Jo has accumulated over 25 years of experience in accounting and finance at a variety of companies, including Symantec Corp. and Thomas Weisel Partners. As a Certified Public Accountant, she worked at an accounting firm with focus on audit and tax work, serving high net-worth families, businesses and several Silicon Valley startups.

Billie Jo is also an accomplished author on the subject of college financial planning and has appeared in the New York TimesCollegiate Parent Magazine, Accounting Today, Chicago Tribune, Appily, Link for Counselors, Grown and Flown, and other media outlets.

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