Meet the dedicated team that is passionate about helping families fulfill their dreams
Leadership
David L. Martin, CFP® – President
David is the president and founder of Advanced College Planning and is a Senior College Planning Specialist. He holds a Bachelor of Arts Degree from the University of Connecticut and a Certified Financial Planning Designation from the College for Financial Planning in Denver, CO. Learn more about David…
Leslie Martin – CCFS, ELA, Partner
Leslie is a managing partner of Advanced College Planning. She holds a Bachelor of Science Degree from Goucher College in Towson, MD, and has worked in the Financial Services Industry for over 20 years. She is also a licensed insurance professional. Learn more about Leslie…
Jeffrey Bliss
Jeff is the newest Managing Partner for Advanced College Planning. Jeff helps parents and students plan for college without putting their retirement savings at risk. He helps parents develop an affordable plan for higher education and helps students prepare for their dream schools.. Learn more about Jeff…
College Financial Advisors
Terry hails from Wheat Ridge, Colorado, and is a Colorado State University alumni, earning his Bachelor of Science degree in 1976. With a career kickstarting in 1980 as a retail Stockbroker in Denver, Terry gained over two decades of expertise in various investment markets, holding a Series 65 certification.
Michael Berlau is a leading nationally recognized college funding advisor according to SET Solutions Advisors™. Over the last 15 years he has worked with hundreds of families with college-bound students to help them successfully enroll in the college of choice, improve their financial aid picture and to pay for college on a tax-favored basis and still achieve a debt-free retirement.
Relationship Managers
Ashley Roth
As a Relationship Manager, Ashley works with our students and families. Holding a Bachelor of Arts Degree in Sociology with a minor in Business Administration, she is responsible for assisting students in completing assigned task timelines. Learn more about Ashley…
Bethany Sullivan
As a Relationship Manager, Bethany works with our students and families. Having background experience working in the Office of Admissions at Cedarville University, Bethany works with students to help them realize and achieve their college-related goals, working to keep them organized along the way. Learn more about Bethany…
Rebecca Onofrio
Rebecca is a lifelong Connecticut resident and was born and raised in Middletown, CT. She spent her time in high school focused on academics and volleyball. After graduation, Rebecca attended her dream school: The University of New Haven where she graduated with honors.
Support Staff
Tea Kokic
As the office manager and backbone of the office, Tea manages client communications and handles all daily office workflow. With her diverse background, and having just recently gone through the college admissions process, Tea brings a unique perspective to ACP. Learn more about Tea…
Colby
Arguably the most adorable members of the team, Colby is a Maltese from Wethersfield, CT. After obedience school, he moved back home until he joined the ACP team. In his spare time, Colby likes to hunt for frogs, lounge on his float in the pool, and play with his favorite toy monkey. Learn more about Colby…
