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Joe Hurley launched Savingforcollege.com in 1999 while working as a tax CPA in Rochester, New York. He wrote and self-published the book "The Best Way to Save for College--A Complete Guide to 529 Plans", now in its eleventh edition with over 100,000 copies sold. Through the years Joe and his wife Ginny opened accounts with 529 plans in 34 states for their two children, both of whom are now graduated from college. (The reason for so many different accounts was to facilitate research of 529 plans.) Joe continues to write and speak about 529 plans and other college-savings topics while at the same time establishing Kettle Ridge Farm (maple syrup, honey, and shiitake mushrooms) and attending community college part-time with leftover 529 funds.
Brian has worked with 529's in many capacities since 2001. At Savingforcollege.com he is responsible for all things 529, including contributing content, quarterly rankings, and media relations. Brian previously served as Director of Advisor Distribution to Ascensus College Savings, the leading administrator of 529 savings and prepaid plans. At FRC (Financial Research Corporation) Brian served as Subject Matter Expert for educational savings research. Brian has been quoted in leading publications including The Wall Street Journal, Reuters, and Investor's Business Daily, among others. Brian received two Bachelor of Science degrees from Rensselaer Polytechnic Institute. He is a father of triplets with significant higher education expenses in his future.
Kathryn joined Savingforcollege.com in 2014 as a Financial Writer. She is a firm believer in the need for financial awareness and education. Her specialties include creating consumer friendly content related to college savings and personal finance for families. She has worked in the investment industry for over 10 years and brings a wealth of knowledge to our readers. Kathryn received her MBA from DePaul University and currently resides in the suburbs of Chicago with her husband and three children. In her spare time, she enjoys running and spending time with her family.
Megan joined the Savingforcollege.com team full-time in 2007. Though her main responsibilities include management of the website's vast database of 529 plan information, she is also heavily involved with the development and publishing of timely news and articles to keep our readers educated and up-to-date. In addition, she heads up the team's efforts to promote college savings and the benefits of utilizing 529 plans throughout social media. Megan lives in Fairport, New York, with her husband and a large menagerie of pets. She enjoys riding her horse and camping in her spare time.
Matthew Toner is the lead analyst at Savingforcollege.com. 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.
Keith Bernhardt is Vice President of College Planning at Fidelity Investments, providing financial products and guidance to help families plan for savings and investment goals throughout their lives. In his role, Keith oversees Fidelity's college savings and planning business. This includes the firm's efforts around educating parents about savings vehicles and strategies, and managing a team dedicated to providing industry-leading products, tools and customer service to help families reach their college savings goals. Prior to joining Fidelity in 2008, Keith had responsibilities in segment management, management consulting, and was an officer in the U.S. Navy. He earned B.S. and M.Eng. degrees in electrical engineering at Cornell University, as well as an MBA from the Kellogg Graduate School of Management at Northwestern University. Keith's focus on saving for college doesn't end at the office – he too is saving as a proud father of two future college students.
Marguerita M. Cheng is the CEO and Co-Founder of Blue Ocean Global Wealth. She is a candid and passionate supporter of financial literacy and capability and is quoted and featured in numerous national publications. As a CFP Board Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She also teaches financial planning and investment management at the Personal Finance Institute at George Mason University, where she helps educators enhance their understanding of economics and personal finance. Prior to co- founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. She studied at Keio University in Tokyo, Japan, and earned her B.S. in Finance and her B.A. in East Asian Language and Japanese Literature from the University of Maryland, College Park. Marguerita is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.
Lulu Curiel is the Founder and CEO of Ivy Advisors, a leading Admissions Consulting company that helps people with their application process for college and graduate school. Lulu has helped over hundreds of people construct their application strategies and gain admissions to their respective dream schools. Prior to Ivy Advisors, Lulu worked at Apple and Deloitte Consulting. She has an MBA from the Harvard Business School, and a B.S. in Computer Engineering from Boston University.
Maria Carla Chicuen is the author of Achieve the College Dream: You Don't Need to Be Rich to Attend a Top School (Rowman & Littlefield 2016), a guide to selective universities for students from all economic backgrounds. Despite her challenging high school journey as a recent immigrant from Cuba, Chicuen won admission to five Ivy League schools and ultimately decided to attend Harvard after securing over $200,000 in financial aid. These early experiences fueled her deep passion towards higher education access. Indeed, for over ten years, she has developed a successful international career in higher education management, admissions and financial aid at renowned organizations such as ACT, Harvard University, the World Bank, the Inter-American Development Bank, Minerva Schools and Miami Dade College.
We frequently feature blog posts from industry experts on topics involving planning for college and personal finance for families. Our guest bloggers help us provide information on a wide variety of topics, including saving and paying for college, admissions, scholarships, financial aid and other issues related to family finances. If you have expertise in one of these areas and would like to share your writing with us, please contact us, or learn more about our guest blogging guidelines.