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.
Our People
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...
» read more
Principal, Director of Retirement Plan Services
Shaun King is series 65 registered as an Investment Advisor Representative (IAR). Shaun has worked in the retirement plan...
» read more
Manager of Retirement Plan Operations
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
Financial Consultant
Melanie is a Series 66 registrant and is also a Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF). Melanie has worked in the Financial Services Industry since 2003. She has been...
» read more
Client Service Associate
Krystal is our process management associate and supports the operations team. She prepares your Investment Committee meeting materials, minutes and proactively schedules your Investment Committee meetings...
» read more