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Staff

Posting strong annual revenues is nice, but nothing is more valuable than successful clients. Accordingly, Michael always keeps client best interests top-of-mind: a philosophy shared by every member of his team.


My Team

Jeffrey Scott AlperJeffrey Scott Alper
Employee Benefit Specialist
(203) 256-2143
Strategic Employee Benefit Services 

Strategic Employee Benefit Services (SEBS) provides a wide range of group employee benefit programs, using the nation’s leading carriers. Jeff Alper and his team provide a valuable resource for Michael’s clients and their businesses by creating strategies designed to control, and often reduce, medical and other group employee benefit costs, as well as, offering sophisticated, value added services. This resource is capable of presenting, installing and supporting group medical plans, dental, vision, and supplemental life and AD&D benefits.

As part of Michael McNeil’s network of services, Jeff Alper and SEBS are committed to helping companies make strategic business decisions regarding their group employee benefit programs by combining the most competitive products for their unique coverage needs with outstanding administrative service.


Eric Nelson

Eric S. Nelson, CFP®, CLU, CLTC
Financial Advisor
(203) 256-2167
ericnelson.nmfn.com 

Eric Nelson can educate clients in the areas of estate, retirement and financial planning, as well as use a personal planning process to identify needs and provide a comprehensive plan specifically for you. 

Eric uses this personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Eric helps people:

  • Identify both short and longer-term goals for you and your family
  • Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income

Nancy S. Adams
Associate Financial Representative
(203) 256-2156
nancy.adams@nmfn.com

 

 

 

 


Jodi L. Fay
Associate Financial Representative
(203) 256-2141
jodi.fay@nmfn.com

Jodi Fay is a client services representative and marketing assistant to Michael J. McNeil. Prior to joining Michael’s team at the Bender Financial Group , Jodi worked in the financial services industry for nine years, in retail banking. Her main focus was developing client relationships and recommending appropriate services to meet the full range of financial needs for a diverse client base. That background has helped her transition to Michael’s team. Jodi brings an enthusiasm to help people reach their financial goals. In fact, you may have already spoken with Jodi to schedule an annual review or strategic planning session with Michael. In her role as a marketing assistant, Jodi manages all social media contacts, updates, and most communications between Michael and his clients.

Jodi earned her Bachelor’s Degree in Communications, with a minor in Journalism, from Western CT State University in 1993- Cum Laude. She received her MBA in 2004 from her alma mater. Additionally, Jodi holds Life and Health Licenses.


Patty A. Cirillo
Policy Service Coordinator
(203) 256-2158
patty.cirillo@nmfn.com

Patty has been Michael’s Policyowner Services Coordinator for more than ten years, handling all client service and support.