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

Bill Rabbitt

Chief Operations Officer, Partner

Jera Barrett

VP of Operations

Matt Mulhern

Regional Director, College Funding Specialist

John Munley

College Funding Specialist, CFP

Jim Femia

College Funding Specialist, Financial Advisor

Josh Bennett

College Funding Specialist, CFP

Brian Ford

Director of Data Integrity

Robert Falcon

College Funding Specialist, CFP

Susan Trost

College Funding Specialist

Lisa Patella

Executive Assistant

Zoë Meggert

Director of Content Marketing

Donelle Kremke

Director of Social Media Strategy

Lauren Straley

Director of Content Strategy

Nate Houghton

Sales Operations Director

Adam Fischman

Director of Business Development

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