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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
Tim Johnson
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.
Ross & Mindy Chenault
College Planning Specialists
270
E. Douglas Ave.
El Cajon, CA 92020
(619) 579-0728
RossandMindy@NationalCollegeFunding.net
Mindy Chenault graduated from the University ofCalifornia, Irvine in 1982 with a Bachelors Degree in English. She then attended Point Loma Nazarene University in San Diego, and
received her Teaching Credentials in 1983. Her post-graduate courses also included a year of studies in Counseling. After teaching
in the Grossmont and San Diego Union High School districts for many years, and simultaneously working as a freelance author and editor,
she served for 8 years as a Campus Coordinator (Grades K–12), and High School Writing Instructor with Heritage Christian School. Her
position as Campus Coordinator included responsibilities in Administration, such as Staff Management and Educational Counseling. Mindy
continues to teach writing and offer occasional Writing Workshops preparing students to write College-level Essays and Research Papers.
Working with National College Funding Strategies provides her with the perfect opportunity to draw from her years of experience to
help families find creative strategies to invest in the future educations of their children.
Ross Chenault completed his A.A.
in Photography in 1988 from San Diego City College, and his B. A. in Organizational Studies in 1996 from Bethel College in San
Diego. His post-graduate courses also included a year of studies in Counseling. He then attended Biola University, earning his Masters
Degree in Christian Apologetics in 2001. His key interest has always involved providing students a solid education in truth. In addition
to being a published author of two books and teaching seminars on Apologetics, Ross owned and operated a successful auto leather restoration
business for over 20 years before becoming involved with the financial services industry. Ross’ partnership with the team
of National College Funding Strategies gives him the unique opportunity to teach parents how to carefully plan ahead so they are able
to provide their children with a quality education from a reputable college or university and give them a solid foundation for life.
Ross
and Mindy enjoy teaching College Planning Workshops together, and meeting with parents who have a sincere desire to provide their
children with the foundations for success.
California License # OE27069.
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’s College 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 inWisconsin 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 ofMissouri 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 infinancial and risk management as well as retirement and estate planning. He taught a debt and financial management workshop at Mira Costa College inOceanside, 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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