Meet the Team

Each CFS team member has been in the financial services industry for their entire career, with a focus and a passion for college planning.  Working 1-on-1 with one of our professionals, along with the support of our team, will be the best investment you can make towards college.

Matt Carpenter

Chief Executive Officer, Founder

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Bill Rabbitt

Chief Operations Officer, Partner

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Jera Barrett

VP of Operations

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Matt Mulhern

Regional Director, College Funding Specialist

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John Munley

College Funding Specialist, CFP

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Jim Femia

College Funding Specialist, Financial Advisor

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Josh Bennett

College Funding Specialist, CFP

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Jonathan Howard

College Funding Specialist, CFP

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Robert Falcon

College Funding Specialist, CFP

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Susan Trost

College Funding Specialist

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Lisa Patella

Executive Assistant

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Zoë Meggert

Director of Content Marketing

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Donelle Kremke

Director of Social Media Strategy

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Lauren Straley

Director of Content Strategy

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Nate Houghton

Sales Operations Director

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Adam Fischman

Director of Business Development

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Brian Ford

Director of Data Integrity 

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