Stephanie Goldberg-Mauro is the Founder and Owner of College Planning 101. With over 15 years of financial services experience, Stephanie has always made customer service her number one priority. In 1995 she began her career with Cigna Financial Advisors where she worked with the company’s top two estate planners as a Staff Consultant. This is where she learned the importance of customer service and where she gained her financial services knowledge. Prior to starting College Planning 101, she was a Vice President of the Life Division at Frenkel & Company in New York City.
What motivated her to begin a career in college planning was the realization that students are graduating with $600 to $1,000+ per month in student loan payments. When she found out there was a way to help students reduce those payments she got involved with college planning.
Stephanie has held numerous educational seminars at libraries, high schools, for the Girl Scouts and other organizations. Her seminars have helped hundreds of families understand what it takes to get into college today as well as understand the financial aid process. She has professionally helped numerous families through the entire process of getting their student to the right college at the right price.
She is a graduate of Berkeley College in White Plains, NY.
Stephanie has a son, Patrick and together they enjoy baseball, gardening, traveling & cooking.
Meredith earned her Masters in Counseling Psychology from the University of San Francisco after graduating from the University of California at Santa Barbara with a degree in Psychology. She earned her Masters in School Counseling from Western Connecticut State University in May 2010 (after enrolling her two sons in kindergarden), and since, has held long-term substituting positions as a school counselor throughout high schools in Dutchess County. Through this experience, she realized what a difference she could make in the lives of young adults.
As College Planning 101’s lead academic advisor, Meredith brings years of counseling experience to our clients. Not only has she performed college counseling in various high schools, she also facilitated several groups and counselled students individually. Working with the high school population brings her the greatest joy. She feels this is the optimal time in these students’ lives when she can influence and help them meet their full potential, and is ardently motivated to help them in this process.
Meredith holds a Provisional Certification as a School Counselor, and is a member of the National Association for College Admission Counseling (NACAC) and the Dutchess County Counseling Association.
In her spare time, Meredith enjoys reading, running and spending time with her children roller-blading, doing arts & crafts, and cooking.
Sue Carr is a mother of three children, one of which has Autism. She has been very active in her community, a Girl Scout leader for 14 years and a parent representative for Wappingers Central School District for 7 years. She has held the position of Special Education Chairperson for the Parent Teacher Association for the Taconic Region for 3 years. She has been a board member for the last 3 years for Autism Directory Services Incorporated here in the Hudson Valley.
She brings a great deal of knowledge in this specialize area to College Planning 101 and is our lead academic advisor for our IEP and 504 students. In addition to her role as an academic advisor at College Planning 101, she is works with Dutchess County BOCES as a Job Coach working with high school age students with disabilities.
Since 1999, Wayne has held multiple roles in the financial services industry. His professional experiences range from Director of Training for a national Broker Dealer to Relationship Manager and Pension/Benefits Consultant for an SEC Registered Investment Advisor (RIA). Wayne has also practiced as an Investment Advisor Representative (IAR) with a New York State registered RIA and as a licensed Life, Accident and Health insurance agent. In addition to advising his clients on investments and traditional insurance coverage, Wayne is currently certified for the NYS Partnership for Long Term Care program with Medicaid.
Outside of his practice, Wayne is an active member in the local community. Wayne is currently a NYS approved Insurance Continuing Education Instructor, and has previously taught preparatory courses for FINRA securities exams at Dutchess Community College. Further community involvement includes a position as an associate Board Member of the Dutchess County Regional Chamber of Commerce (DCRCOC). He serves on several DCRCOC committees including the Ambassador Committee, Junior Achievement Advisory Committee, and is co-chairman of the Hudson Valley Young Professionals. Finally, as a Junior Achievement child mentor, Wayne seeks to provide financial literacy to local school children.
He is a past president and current member of the Poughkeepsie 3000 chapter of Business Networking International (BNI). Under his administration the Poughkeepsie 3000 became one of the top 10 largest chapters within the global BNI network. Wayne has been locally recognized for his dedication to his clients and community as a recipient of the 40 Under 40 Shaker Award.
Wayne’s educational accomplishments include a Master’s Degree from Pace University, and he has sat for the series 7, 63 and 65 securities exams. He is in the process of completing the educational requirements to become a Certified Financial Planner and will be applying to the CFP® Board of Standards to take the certification exam.
He resides in Lagrangeville, NY with his wife, two daughters and two dogs. He enjoys reading, exercising, spending time with his family and being an occasional beach bum. It is with great passion, independent objectivity and dedication that he helps businesses, families and individuals work towards their financial ambitions.