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The National College Funding Strategies
Advisory Team
National College Funding Strategies
has representatives across the country. Below are some of our senior reps. Please contact us for a representative near
you.
Kathleen Johnson, CCPS
Certified College Planning Specialist
President
(800) 758-1752
10815 Rancho Bernardo Rd.,Suite 380
San Diego, CA 92127
email: Kathleen@NationalCollegeFunding.net
Kathleen is a Certified College Planning Specialist.
The National Institute of Certified College Planners (NICCP) provides training, certification, and support to financial planners and
advisors. NICCP confers the nation's only Certified College Planning Specialist (CCPS) designation upon financial planners who successfully
complete a comprehensive training program and demonstrate competency in college planning. For more information visit their websitehttp://www.niccp.com. Kathleen is President and co-founder of National College Funding Strategies, Inc., which helps families
save for college the right way (by allowing families to save less and receive more financial aid), and also helps families receive
more financial aid once their child is ready to attend college.
Kathleen attended the University of California San Diego,
then went into the bookkeeping / accounting field. She opened her own bookkeeping business in 1993. Soon thereafter she
was thrilled to join Innovative Marketing Strategies, Inc. as Director of Financial Planning, and is also CFO of American Financial
Strategies, Inc. When she is not facilitating our very popular College Funding Workshops you can find her helping families
discover creative methods to maximizing college financial aid without losing sight of their long-term financial goals.
In
addition ... Kathleen has been nominated for the “Best Financial Planner in San Diego” award by San Diego Magazine, as requested by
her clients, and has also appeared on ABC TV news programs about college funding and financial aid.
California License # OD23919
TimJohnson
CEO
(858) 675-0100
10815 Rancho Bernardo Rd., Suite 380
San Diego, CA 92127
email: Tim@NationalCollegeFunding.net
Tim graduated
from San Diego State University in 1990 with a Bachelor of Science degree. He immediately went to work for an attorney in Dallas,Texas, where he learned valuable information in the financial services industry. In the years that followed, Tim moved back
to San Diego to continue his work in the financial services industry. In 1994 he accepted a position with Innovative Marketing
Strategies, Inc. as an account executive. Today, Tim is Senior Vice President of Marketing for IMS, as well as CEO of American Financial
Strategies, Inc., and the co-founder and CEO of National College Funding Strategies. Tim still works closely with many agents
and clients across the United States.
California License # OB49302.
Derick Hembd
College Planning Specialist
P.O. Box 2278
San
Marcos, CA 92079
(760) 621-4193
email: Derick@NationalCollegeFunding.net
Derick Hembd joined the team in 2007 specializing in
College Savings plans and other savings issues. He has been licensed with the California Department of Insurance since 2003 and has
long held an interest in meeting the financial needs and asset protection needs of younger families throughout California.
Mr. Hembd
spends a considerable amount of time teaching methods for meeting tomorrow's financial challenges. Having taught world history, reading
and physical education at the junior high school-level, he understands the importance of education.
He first discovered his love for
teaching when he served in the U.S. Marine Corps. Stationed locally at Camp Pendleton, Mr. Hembd trained numerous personnel in logistical
operations. During his service, he developed means of analyzing personnel performance, and provided specific recommendations on enhancing
performance of his troops. He also served as team leader for groups of Marines ranging in size from 5 to 25. By the time he left the
Marine Corps to attend university with a baseball scholarship, he had been decorated with the Navy/Marine Corps Achievement Medal
for his efforts in Somalia.
Mr. Hembd went on to receive his Bachelor of Arts from Sonoma State University in 1999. Before settling
on financial services as a career, Derick owned his own food services business in San Francisco, California. As an independent business
owner, his responsibilities included marketing and cultivating relationships with major clients, including the San Francisco Zoo andUniversity of California at Berkeley.
A long-time sports fan, Mr. Hembd played college baseball at Point Loma Nazarene University,
enjoys mountain biking, and hiking with his two dogs. He also enjoys spending time playing tennis with his wife and business partner
Kristin.
CA License # 0D96277
Stephen & Danielle Lee
College Planning Specialist
7829 Center Blvd #233
Snoqualmie, WA 98065
(206)
909-5326
email: Danielle@NationalCollegeFunding.net
Stephen and Danielle joined the team in 2007. They are passionate about helping
families and specialize in savings strategies for college, asset protection, as well as retirement. Before joining National College
Funding Strategies, they trained others to provide the same services and in turn helped hundreds of families.
Stephen and Danielle
have been married for almost five years. They are a dynamic team. They live in Snoqualmie, Washington with their dogs Layla and Gizmo,
and cat, Mama. They are looking forward to starting a family soon and have started a savings plan for their future children because
they understand the rising costs of college and the importance of starting early.
Melinda A. Moros
College Planning Specialist
2160
Ann Street
Concord, CA 94520-2223
CA Insurance License No. 0E59115
Toll-Free: 800-503-0056 x88
Cell: 925-202-7552
Email: MAMoros@Astound.net
Melinda
Moros, College Planning Specialist and speaker, presents college savings workshops and helps families address the absolute need to
save ahead for their children’s future. Melinda resides in the San Francisco Bay Area (East Bay) where she shares her enthusiasm,
business acumen, and financial expertise to assist families in securing a brighter future.
Melinda received her Associate
Degree in Data Processing from Erie Community College in Buffalo, NY, and her Bachelor of Arts Degree in Management from Saint Mary’sCollege of California. She spent many years in the corporate world, specializing in financial management for Information Technology. Melinda authored and delivered technical and financial presentations for the Information Services Financial Management Association,
served as an executive board member for a financial software users’ group, and authored a Communication Guide booklet used by IT managers.
Following her corporate IT career, Melinda chose a career in financial services so that she could help families and individuals
incorporate innovative financial concepts to save money, build wealth, and reduce taxes. She specializes in college and retirement
planning and is passionate about helping families plan for a more prosperous future.
Brian P. Smith, RIA, CCPS
Certified
College Planning Specialist
800 Grand Avenue #B13
Carlsbad, CA 92008
(760) 730-3130
email: BrianSmith@NationalCollegeFunding.net
Brian
P. Smith holds the CCPS (Certified College Planning Specialist) designation from The National Institute of Certified College Planners,
the nation’s sole authority conferring this credential to financial professionals (http://www.niccp.com). Mr. Smith, a diversified
financial consultant, is a Registered Representative (NASD Srs. 7), a Registered Investment Adviser (Srs. 65), and also a California
Life agent. He began his professional financial services career in 1995 at Merrill Lynch in San Diego working with private clients
there until 2001.
From mid 2001 to the present Brian Smith has worked as an independent financial adviser and consultant providing
investment and retirement planning strategies to businesses, families and estates. He is the President of Olmsted Advisors, Inc.,
a Registered Investment Advisor providing financial planning and investment advisory services through the Fidelity Advisor Channel.
An educator at heart and a former teacher, Mr. Smith’s practice has a major emphasis on building college funding strategies into any
family’s or individual’s financial plan.
From 1991 to 1994 Mr. Smith was a schoolteacher in San Marcos, CA and maintains a credential
in secondary education from National University (1992). In 1986 Brian Smith was commissioned as an officer in the United States Marine
Corps and served on active duty through the Persian Gulf War. He left active duty with the rank of Captain in late 1991 and continued
in the Marine Corps Reserve through 1995. Mr. Smith graduated from Carthage College in Wisconsin with a Bachelor of Arts degree in
History and Political Science in 1986. While an undergraduate Brian completed one year of work-study in Washington, D.C. as an aide
to a senior member of Congress, Hon. Edward J. Derwinski (R-IL).
Mr. Smith resides in north San Diego county with his wife of
18 years, Wanda Levine Smith and their two (college bound) children: son Ian and daughter Molly. The Smiths are active volunteers
in their children’s schools and devote themselves to a network of close friends in fellowship, community outreach, and activities.
Tracy Jackson
College Planning
Specialist
8775 Centre Park Dr. #121
Columbia, MD 21045
(877) 663-7377
email: tcjacks11@aol.com
A 1981 graduate of Notre Dame, Tracy was
captain of the Fighting Irish basketball team his senior year and went on to play in the National Basketball Association for the Chicago
Bulls. Having served on the University of Notre Dame Trustee Board, Tracy has combined excellent work experience with concrete Involvement
In higher education. He is passionate about helping families start a college savings plan for their children.
Rod Taverna
College
Planning Specialist
P. O. Box 4022
Oceanside, CA 92052
(760) 631-4300
email: ceo@freedomfinancialsolutionsinc.com
Rod Taverna received
his Bachelors Degree from the University of Missouri and his MBA in Finance from National University. He spent his first 20 years
after college as an officer of Marines and retired as a Major in 1989. He immediately began his second career in financial services.
During the next 19 years he has been trained in financial and risk management as well as retirement and estate planning. He taught
a debt and financial management workshop at Mira Costa College in Oceanside, CA for many years. Rod founded the SMART Consumer Group
and has given countless lectures on many subjects to both military and civilian organizations. He is listed in Who’s Who in America,
Who’s Who in the West, and Who’s Who in Finance and Business.
Rod is the CEO of Freedom Financial Solutions, Inc, a firm specializing
in innovative financial and business services. The firm helps individuals save money, reduce taxes, and increase their net worth through
a variety of financial planning strategies. Rod is very excited to add College Funding Strategies as an integral part of the planning
process.
Le Roy R. Rosen BS, MEA, LUTCF
College Planning Specialist
19204 Topham Street
Tarzana, CA 91356
(818) 343-8206 Phone
(818)
599-7683 Cell
CA Ins. License #0441767
email: CollegeSavings@socal.rr.com
Le Roy Rosen, College Planning Specialist and speaker,
presents college saving seminars and individual counseling for families requiring knowledge of how to amass adequate funds to permit
their children to attend the colleges of their choice and thus to ensure that these children get the proper headstart on building
successful lives.
Le Roy lives in the community of Tarzana, California in the San Fernando Valley. Le Roy won 2 competitive
scholarships before graduating with a BS degree from Columbia University in New York City. He worked in the aerospace business
at ever growing levels of responsibility. Later he moved to Washington, DC, where he was appointed Program Manager of a massive new
Navy project to build the most advanced nuclear attack submarine. During this time he attended George Washington University where
he got his MEA degree. Le Roy then moved to Los Angeles where he took classes at UCLA towards a PhD.
Mr. Rosen entered the financial
services field in 1972, where he founded his own agency called American West Insurance Services. He later started a second insurance
agency called Le Roy R. Rosen Insurance Services. He now has 36 years experience in the financial services field.
Mr. Rosen helps
families use innovative financial services in college planning to maximize financial aid, save money, pay for education, and accumulate
family wealth, all while paying greatly reduced taxes while minimizing the effect on family budgets.
Douglas Grainger
College
Planning Specialist
10 Aries Lane
Mashpee, MA 02649
508-360-2652
email: dougcpcd2@aol.com
Len R. Martinez
4000 Kerr Circle
Dallas, TX 75244
(214)
549-3473
email: LenM@NationalCollegeFunding.net
Jennifer J. Clarke
College Planning Specialist
2655 Dallas Highway #340
Marietta,GA 30064
(770) 262-3242
email: jclarke1222@yahoo.com
Robert Zimmerman
College Planning Specialist
1140 Grant Hill Rd.
Coventry, CT 06238
(888)
486-2463
email: Bob-Zimmerman@sbcglobal.net
Frank J. Helring
College Planning Specialist
President, CEO Capitalcare
25108 Marguerite
Parkway, Suite B
Mission Viejo, CA 92692
(949) 742-0690 (bus. cell)
(949) 830-4489 (facsimile)
email: frankh@capcarellc.com
Steve
Bracey
College Planning Specialist
207 Horizon Vista Blvd.
Belen, NM 87002
(505) 861-5005
David Perez
College Planning Specialist
4505
Allstate Dr. #224
Riverside, CA. 92501
(951) 204-7778
email: bobrust@charter.net
John Kacarab, CFP, CMPS, CPS, CSA
College Planning
Specialist
4505 Allstate Dr. #224
Riverside, CA 92501
(909) 262-5136
email: jhk@retirericher.net
Abel Perez
College Planning Specialist
2777
Creekside Village Way
San Diego, CA 92154
(619) 517-9842
email: Abel@NationalCollegeFunding.net
Mike Hernandez
College Planning Specialist
8347
Edmaru Avenue
Whittier, CA 90605
(562) 693-0190
email: MikeH@NationalCollegeFunding.net
Bruce Perkins, CCPS
Certified College
Planning Specialist
2142 Grand Ave.
Claremont, CA 91711
(909) 624-0454
email: Bruce@NationalCollegeFunding.net
Tom Woldt
College Planning
Specialist
PO Box 86041
San Diego, CA 92138-6041
(619) 294-5845
email: Tom@NationalCollegeFunding.net
Aaron McNaughton
College Planning
Specialist
301 South Valverda Ave.
Brea, CA 92821
(714) 900-5540
email: akm9603@gmail.com
Kurt Carroll, CCPS
Certified College Planning
Specialist
2655 Dallas Highway #340
Marietta, GA 30064
(770) 792-0324
Email: KurtC@NationalCollegeFunding.net
Mike Byars
College Planning
Specialist
2655 Dallas Highway #340
Marietta, GA 30064
(770) 792-0324
email: MikeB@NationalCollegeFunding.net
Bill Rimby
College Planning
Specialist
2655 Dallas Highway #340
Marietta, GA 30064
(770) 971-7562
email: BillR@NationalCollegeFunding.net
Lee McGraw
College Planning
Specialist
2655 Dallas Highway #340
Marietta, GA 30064
(770) 792-0324
email: LeeM@NationalCollegeFunding.net
Gary Allegood
College
Planning Specialist
3086 Harris Mill Ct.
Duluth, GA 30096
(770) 232-4555
email: GaryA@NationalCollegeFunding.net
Fred Locker, Erik
Dodds, Rich Stott (888) 495-5566
* Banning, CA Office:
1035 W. Ramsey Suite C-2, Banning, CA 92220
* Canyon Lake, CA Office:
30535
Wood Duck Pl., Canyon Lake, CA 92587
* Las Vegas Office:
3651 Lindell Rd. J&K, Las Vegas, NV 89103
email: LasVegas@NationalCollegeFunding.net
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