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Mission

Education Planning Resources was founded in 2008 to provide the knowledge and strategies needed to reduce the cost of a college education.

We look at the BIG PICTURE. The biggest pools of money that many families deal with in their lifetime are College costs, Retirement income, and Legacy transfers. Planning well for these sizable amounts of money has a lasting impact on a family’s current and future lifestyle.

We provide strategies that reduce college costs and parent loans while increasing retirement income and providing for efficient legacy transfer.

Our staff of planners have the knowledge and experience to provide you with specific individualized plans to turn your desired financial vision into a reality.

Leadership

MEET THE HOME TEAM

Education Planning Resources was founded in 2008 to provide the knowledge and strategies needed to reduce the cost of a college education.

We look at the BIG PICTURE. The biggest pools of money that many families deal with in their lifetime are College costs, Retirement income, and Legacy transfers. Planning well for these sizable amounts of money has a lasting impact on a family’s current and future lifestyle.

We provide strategies that reduce college costs and parent loans while increasing retirement income and providing for efficient legacy transfer.

Our staff of planners have the knowledge and experience to provide you with specific individualized plans to turn your desired financial vision into a reality.

Will Alford
Will AlfordPresident
About Will
Michael Chaffee
Michael ChaffeeEducation Specialist
About Michael
Jim DeWitt
Jim DeWittEducation Specialist
About Jim
Tom Krent
Tom KrentEducation Specialist
About Tom
Desiree Marable
Desiree MarableEducation Specialist
About Desiree
Nick Guerro
Nick GuerroEducation Specialist
About Nick
Darrell Nelson
Darrell NelsonEducation Specialist
About Darell
Fred Riddle
Fred RiddleEducation Specialist
About Fred
Gary Lansky
Gary LanskyEducation Specialist
About Gary

Career

If you’d like to join our team, please tell us a bit about yourself by filling out the form below.

    About You

    Experience

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