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Meet the Team

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Steven, Director of Family Positioning

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  • Introduces CBRG Process
  • Manages Client Relations
  • Manages Student and Financial Positioning

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David, Director of Financial Positioning

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  • Educated Parents on Principles of Financial Positioning
  • Analyzes Cash Flow / Resources
  • Creates a Plan to Pay for College
  • Financial Aid Award Analysis / Appeals Guidance

coming-soon

Janet, Director of College and Academic Guidance

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  • Individualized Student Meetings
  • Identifies College “Fit” and Fields of Study
  • Refines School List – Reviews Academic Profile and Evaluates Options
  • Guides Through Crucial Elements of Admissions Process

coming-soon

Al, Director of Teleconferences

  • Conducts Monthly Teleconferences Which Help the Family Prepare and Stay on Track Throughout the Admission and Financial Aid Process

coming-soon

Jeff, Engus / Student Positioning Counselor

  • Creates an Initial Exploratory List of Schools
  • Walks the Family Through Tools Within the Engus Web Portal
  • Educates Family on the Use of the CBRG Online Student Positioning Program

coming-soon

Dawn, Service Center Consultant

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  • Appointment Scheduling
  • Process Emails and Client Materials
  • Client Service Rep.

coming-soon

Arielle, Financial Aid Forms Coordinator

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  • Coordinator for Financial Aid Forms
  • Data Verification
  • FAFSA Updates

coming-soon

Joan, Seminars, Marketing and Billing

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  • Schedules Workshops & Home Introductions
  • Coordinates CBRG Marketing
  • Client Billing

coming-soon

Sandra, Underwriting and Bookkeeping

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  • Bookkeeping for CBRG
  • Underwriting
  • Organizational and Client Data Management