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Customer Success Specialist

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About Us

Get to know more about CollegePlannerPro!

Our Beginning

Brooke and Travis Daly, a husband and wife team, are the co-founders of CollegePlannerPro.

Travis began creating an ad hoc solution for Brooke’s independent college consulting company, Advantage College Planning, in 2009 when her business began growing beyond what could be managed using spreadsheets, hand-written notes, etc. Travis spent some free time to create a simple solution for Brooke’s college counseling business while working full-time as an application developer.

The idea that other IECs could benefit from what had been built for Brooke was introduced with Brooke was repeatedly asked by fellow IECs what she used to manage her business. That is when the light went on and CollegePlannerPro was born.

In a short time, CollegePlannerPro has quickly evolved to serve the needs of IECs worldwide. Since its inception, the system has evolved leaps and bounds from its initial version. We attribute the success to the IECs and CollegePlannerPro team members working closely to create tools tailored specifically for IECs.

We sincerely thank the educational consulting community for making us a part of it.

Who We Are

Kate Ballard-Rosa


After working directly with high school students as an online academic tutor for several years, Kate began focusing on curriculum creation and tutor recruitment, eventually becoming CEO of ArborBridge Group in 2016. With a deep knowledge of the college preparatory landscape, she helps CollegePlannerPro build strong partnerships and deliver a best-in-class product for its members.

Travis Daly

Founder and CTO

Travis built CollegePlannerPro line-by-line and to this day continues to find joy in bringing innovation to the platform and its members. When Travis is not deep diving into the development of new CollegePlannerPro features, you can find him, Brooke, their two children and pup (Buddy) in their RV doing some camping.

Ray Babul

General Manager

Ray spent the first decade of his professional career in the tutoring industry, working with IECs and their students. He shares with consultants the passion for helping students maximize their potential, and it is what inspires him to support the members of CollegePlannerPro every day.

Lisa Davis

Director of Sales and Marketing

Lisa joined the CollegePlannerPro team after several years building partnerships with IECs through her work at ArborBridge. Her passion for efficient, organized systems and growing small businesses is what drives her contagious enthusiasm for CollegePlannerPro and its members.

Debbie Forey

Customer Support Specialist

Debbie is one of the original members of the CollegePlannerPro team. She delivers a detailed, often entertaining, personal demo and also patiently provides training. She is energized by connecting with people and committed to keeping CollegePlannerPro the best software solution for educational consultants.

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