Dan Boardman
Board Member |
Board of Trustees
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Biography
Dan Boardman (Re-elected October 2021) ChFC, CFP®, AIF® serves as a Principal of Hickok & Boardman Retirement Solutions overseeing Corporate Retirement Plans and Individual Life 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 PLANNERTM professional and earned his Accredited Investment Fiduciary (AIF) designation in 2005. He currently serves on the board of the State of Vermont’s Green Mountain Secure Retirement Plan which is a Governor appointed position. 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. He has been involved with the Million Dollar Round Table (MDRT), a Premier Financial Services Organization which has 35,000+ members from over 74 countries. Dan is a shareholder at Acrisure, LLC and Chief Executive Officer of Acrisure Investment Advisory Solutions, LLC.
Dan has been heavily involved with the community, as the past president of The Burlington Boys & Girls Club and current Trustee of Champlain College. He was the Vice Chair of the 2020-2021 local United Way campaign. Dan is the past Chair of the MDRT Finance committee and the finance committee for the MDRT Foundation.
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