Independent · Connecticut · Since 1990

Meet Our Team

The people behind every plan — helping Connecticut families navigate college, financial aid, and everything in between.

Founders

"Forty years of wealth-management experience, focused on one goal — helping families reach higher education without paying a fortune for it." Full profile

Leslie Martin, CCFS, ELA

Managing Partner · Certified College Funding Specialist

"Twenty years in financial services, helping Connecticut families pay for college without sacrificing the retirement they've built." Full profile

College Planner

Jeffrey Bliss

Lead College Planner

"Helping families pay for college without putting their retirement at risk — the financial planning for parents, the college prep for the student." Full profile

Behind the Scenes

Peter Herrmann

Office Manager

"Handling the behind-the-scenes work that keeps every student's plan on track — deadlines, paperwork, and the calls that need answering today." Full profile

Relationship Managers

Ashley Roth

Relationship Manager · Financial Aid Specialist

"I sit with families through the financial aid maze — FAFSA, CSS Profile, IDOC — and we come out the other side with a real plan." Full profile

Payton Spandow

Relationship Manager · College Application Specialist

"I help students remember — or realize — what makes them special, and translate that into application essays that get read." Full profile

Rebecca Onofrio

Relationship Manager · College Planning Specialist

"Building bonds with students and families through one of the most stressful chapters of their lives — and making the process feel a whole lot less scary." Full profile

Ready to meet us in person?

Schedule a free 20-minute call and we'll match you with the right person on the team. Book a Free Call