Lori Taylor, Founder
Lori Taylor is a Certified College Planning Relief Specialist (CPRS), trained in the complex strategies suitable for reducing a family’s out-of-pocket college expenses, routinely saving families thousands of dollars. She specializes in helping clients assimilate tax-advantaged plans while keeping the process easy to understand.
As the founder of Freedom Financial Lori has advised hundreds of families in creating strategies that has helped them reduce personal expenses, create unique funding options for college expenses; all the while, keeping their retirement focus in tact. Her commitment to clients is to make sure the family never transfers away money unknowingly or unnecessarily. Lori and the team at Freedom Financial assist families with life, health, and financial services both to the local community, the broader state of Florida and throughout the country.
Lisa Mader, Certified Birkman Consultant
Eight years teaching experience at the junior high and high school levels, her bachelor’s degree in education and her master’s in educational administration, all provide an excellent foundation to help students academically catch-up, maintain success and excel while navigating the college process. Lisa is a member of the National Association of College Admissions Counselors (NACAC) and the Ohio Association of College Admissions Counselors as an Independent College Counselor and owner/CEO of LEAP since 1999. She is also an Advanced Birkman Consultant.
Lisa’s passion is working with college bound students and their families. As a sought-after presenter at Proctor & Gamble, high schools throughout the Greater Cincinnati area, to private groups and at the Ohio ACT conference, Lisa is still teaching. Topics range from ACT-SAT Prep Essentials, The Roadmap to College, How to Become What Colleges Want, Choosing a College Major that Sticks, to College Selection and Application Seminars.
Lisa’s expertise in learning and college guidance has benefited countless families throughout the United States. She has developed programs to maximize student performance for getting into college and guiding students to the best-fit college, major and future career. LEAP exclusive programs include ACT-SAT Prep Essentials, PSAT Prep Essentials, College-2-Career LEAP (Birkman Method Coaching), Efficient & Effective Study Habits, along with Resume & College Essay Development Workshops. Lisa is also a regular contributor to both College Confidential and CollegeView websites and newsletters.
Lisa actively pursues life in Greater Cincinnati with her three children.
Jodi Eramo, College Tax Planning CPA
Jodi has over 10 years experience in the financial services industry. She has an accounting degree from The Ohio State University, and a diverse professional background that includes public accounting, small business consulting, tax preparation and planning, financial planning, and Federal Employee benefits consulting. Most recently, Jodi has expanded her services to include tax-advantaged college planning for small business owners. Her personal experience in putting a college plan together for her own daughter fuels her passion for this program!
Jodi prides herself on being an excellent communicator, and on building solid, long-term professional relationships with her clients. She lives in Loveland, Ohio with her four children, and spends her free time running and reading.