We have assembled a team of high level professionals to service your plan, offering expertise in the areas of Fiduciary Management, Investment Monitoring, Plan Design and Administration, Employee Education, and Plan Benchmarking.
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...» read more
Shaun King is series 65 registered as an Investment Advisor Representative (IAR) with LPL Financial. Shaun has worked in the retirement plan industry since 1996 and spent his...» read more
Drenna Jones joined Hickok & Boardman Retirement Solutions bringing 9 years of experience as a Sr. Conversion Project Manager for a record-keeping and third party administration firm. Drenna has...» read more
Melanie holds the Series 66 license with LPL Financial and is also a Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF). Melanie has worked in the Financial Services Industry since...» read more