College Funding and Planning Consultants
are dedicated to helping families
navigate the complex
college planning process.


With our expertise, we help families integrate both paying for college and
saving for retirement in a tax efficient way.
Plus, we assist with school selection, test prep, applications, essays
and even some tutoring and athletic recruiting.

Our Experts.

Amy Waheed Picture

Amy Brown Waheed

CFP®, CCFS

read her bio
Cynthia West

Cynthia S. West

Director of College Admission and Tutoring

read her bio

Mary Gratch

Mary Gratch

Orientation Coordinator and School Selection Specialist

read her bio
Rich Tapper

Rich Tapper

Educational Psychologist and Learning Specialist

read his bio
 
John Anderson

John Anderson

Post College Debt Consultant

read his bio
 

Cathy Stonecypher

Administrative Team

read her bio

Reach out to us today.


Not sure if you need our help? Get in touch with our team today to reserve a complimentary, no obligation consultation.
We can discuss where you are with your planning and see if we can help. Don’t wait!

RESERVE A COMPLIMENTARY CONSULTATION

Sign up for our newsletter.


We bring families the up to date topics they need to be thinking about
as they navigate the college process.