A graduate of Eastern Kentucky University, Dan began his career in 1991 in the insurance and investment business as a financial planner. In 2006, a client came to him with a major problem. They had two daughters and a son who were attending private high schools and their oldest daughter was just a year way from going to college. The problem is that Dad and Mom only had $5,000 saved for college and had no idea how they were going to cover the rest of the price tag.
“I’m a problem solver,” Dan says. “I was able to take a tough situation, spend the necessary time with this family and put together a solid college funding plan. It required their daughter picking the right college and doing everything possible to help pay for it, but our plan worked. In fact, all 3 of their children successfully attended and graduated from college.”
From this experience, College and Beyond was born.
Over the years, Dan has become an expert at every aspect of the college process. Every year he visits colleges and talks to and meets with admissions counselors and financial aid administrators to keep up with the ever-changing college landscape.
Dan’s first word of advice for parents and students: “Do not procrastinate!”
“I meet families every year who never got around to talking about college or how they were going to pay for it. Waiting until the last minute to have this conversation often causes families huge amounts of stress and anxiety and in turn forces them to make tough choices when it comes to picking a final college.”
Dan provides a practical perspective throughout the college process that continues all the way up to the day a student makes their final college choice, attends freshman orientation, and ultimately sends in their first tuition payment.
“Helping families with college is more than just financial counseling,” he explains. “The comprehensive work we do is life changing and the greatest compliment we receive is when someone refers a family member or friend to us. Every year I get invited to attend graduation parties for my students and help celebrate their accomplishments. Families have told me the assistance I provided has been invaluable, and I’m proud of the work I do at College and Beyond. If the Letters of Recommendation I receive are any indication of how happy my clients are with my services, then we surely must be doing something right! ”
Dan invites you to schedule a 15 minute Discovery Call with him where you can learn more about his services and how he can help your student achieve their college dreams!