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Ross has focused on providing quality service to individuals, families, and advisors throughout the country since 2012. While being located in Connecticut, Ross works with most clients remotely due to the advances and convenience of technology. 

"Ross is clearly an expert in his field and working with him was well worth the time and investment."


Standard Consulting Services

  • Education Funding

  • Financial Aid Planning

  • Individual and Business Tax Planning

Specialized Consulting Services

  • Education Planning for Business Owners

  • Education Planning for Grandparents

  • Education Planning for Divorced/Divorcing Couples

  • Education Planning for High Income/High Net Worth Individuals

  • Student Loan Advising

  • Online Learning Strategy and Development

Who I Work With

  • Financial Planners 

  • Wealth Managers

  • Investment Advisors

  • Accountants

  • Attorneys

  • CE Providers

  • Higher Education Institutions

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