Director of Strategy and Business Development
After obtaining his B.S. degree from the University of Florida and his J.D. from Florida State University, where he specialized in business law, Matthew went on to work as a financial advisor at Waddell & Reed. He holds his Series 7 and 66 licenses. Matt is one of the country’s leading experts on 529 plans, co-authoring the professional book on college savings, The Best Way to Save for College.
Director of Corporate Development
Scott is a seasoned sales professional with extensive experience in the financial services industry. Scott has extensive benefit experience while at ADP, and most recently he ran the Washington DC 529 program. Scott has a B.S. in Economics from Tufts University.
Erik has been a lead software in the college savings industry after completing his computer engineering studies at Rice University. Most recently Erik was the lead developer at savingforcollege.com, the #1 college savings information site.