Daniel M. Boardman

Principal, ChFC, CFP®, AIF®

Dan Boardman, Principal, ChFC, CFP®, AIF® serves as a Principal of the firm, overseeing Corporate Retirement Plans and Individual Insurance Operations. He is primarily devoted to business development and continues to serve our largest clients. Dan began his career at Hickok & Boardman in 1988. In 1992, he was designated as a CERTIFIED FINANCIAL PLANNER™ professional and also earned his Accredited Investment Fiduciary (AIF) designation in 2005.

Mr. Boardman is heavily involved with the community, as the past president of The Burlington Boys & Girls Club and currently a Board Trustee of Champlain College. In addition, he is past president of both the Vermont Chapter of the Society of Financial Professionals and the Burlington Association of Life Underwriters. He is a member of the Financial Planning Association and Plan Sponsor Council of America.

Direct: dan.boardman@hbretire.com