Our Qualifications

 

 Dr. Robin Michael Neilio

Academic Achievements

  • Ph.D. Business Administration, Warren National University
  • MSFS, Masters of Science in Financial Services, American College
  • AEP, Accredited Estate Planner - Graduate Level, National Association of Estate Planners and Councils
  • ChFC, Chartered Financial Consultant, American College
  • CFP, Certificate in Financial Planning, American College
  • CLU, Chartered Life Underwriter, American College
  • Certificate in Pensions and Executive Compensattion - Graduate Level, American College

Professional Associations

  • National Association of Estate Planners & Councils (NAEPC)
  • Professional Achievement in Continuing Education (PACE)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Financial Service Professionals (SFSP), NH Chapter
    • Member since 1986
    • 2000/2001:  Past President
    • 1999/2000:  President
    • 1998/1999:  Vice President
    • 1994/1997:  Board member
  • The Financial  Planning Association  (FPA)

 

R. Michael Neilio, Jr.
Notary Public

  • Johnson & Wales University: Providence, RI
    • B.S. Financial Services Management
    • A.S. Finance
    • A.S. Computer Graphics

 

Michelle Wilson
Notary Public
Administrative Assistant
Client Services

  • University of New Hampshire: Durham, NH
    • B.A. English