Our Qualifications

Dr. Robin Michael Neilio
Registered Principal
 
 

Academic Achievements

  • Ph.D., Business Administration
  • MSFS, Masters of Science in Financial Services
  • AEP, Accredited Estate Planner
  • ChFC, Chartered Financial Consultant
  • CFP, Certificate in Financial Planning
  • CLU, Chartered Life Underwriter
  • Certificate in Pensions and Executive Compensation

Professional Associations

  • NAEPC, (National Association of Estate Planners & Councils)
  • PACE, (Professional Achievement in Continuing Education)
  • NAIFA, (National Association of Insurance and Financial Advisors)
  • FPA, (The Financial Planning Association)
  • FSP, (Society of Financial Service Professionals), NH Chapter President 1999-2000

 
 

R. Michael Neilio, Jr. 
Marketing Specialist At Large
 
  • Notary Public
  • B.S., Financial Services Management

 


 

 
 
 

 

 

 
Michelle Wilson 
Office Manager
 
  • Notary Public
  • B.A., English