Our Value
Our People and Processes make the difference.
The Fiduciary Solution™ – Hickok & Boardman Retirement Solutions provides independent advice as an Independent Registered Investment Advisor (RIA). As a fiduciary, we have a process that separates us from our competitors that act as brokers, receive commissions, and have potential conflicts of interest.
The Independent Investment Advantage™ – Our investment selection and monitoring process is thorough and well documented. Investment oversight committee meetings are run with a meticulous agenda, and accompanied by detailed minutes and reports to keep all parties accountable.
The Participant Experience™ – We believe in an “integrated” experience for your participants. Our experienced advisors have a process to guide participants at their level of familiarity. We collaborate with our clients to determine the right blend of enrollment, group, and individual meetings to suit your needs.
Fee Disclosure - Our fees are explicit and up-front. As part of our fiduciary management process, we assist you in accounting for and controlling fees by analyzing all service provider costs to confirm their prices are in line with the services they deliver.
Our people – We assemble 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
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Daniel M. Boardman
CLU, ChFC, CFP®, AIF
Dan.Boardman@RaymondJames.com |
| Dan Boardman joined Hickok & Boardman Retirement Solutions in 1988, after earning a BS from St. Lawrence University. Currently, he serves as a principal in the firm, overseeing Corporate Retirement Plans and Individual Insurance Operations. In 1992, he was designated as a Certified Financial Planner™ and also earned his Accredited Investment Fiduciary Designation in 2005. Mr. Boardman is heavily involved with the community, as the past president of both the Vermont Chapter of the Society of Financial Professionals, and the Burlington Association of Life Underwriters, along with his memberships in the Financial Planning Association and in an advisory capacity for the Champlain College and VNA’s Planned Giving Committees. He is also a current member of the Million Dollar Round Table and serves on the Boomer Retirement Committee. |
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Robert H. Nevins
CLU, ChFC
Robert.Nevins@RaymondJames.com |
| A graduate of the University of Connecticut, Robert Nevins joined Hickok & Boardman Retirement Solutions in 1999, bringing 21 years of experience in both the life insurance and investment fields. His focus is in servicing retirement plans, facilitating enrollment meetings, and conducting individual education meetings with the firm’s corporate retirement plan clientele. Mr. Nevins earned the Chartered Life Underwriter designation in 1987, followed by the Chartered Financial Consultant designation in 1988. |
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Shaun T. King
Shaun.King@RaymondJames.com |
| Shaun King joined Hickok & Boardman Retirement Solutions in June 2006 with 10 years of experience as a Third Party Administrator (TPA). Holding a BS from St. Michael’s College, he is responsible for new business development, retirement plan benchmarking studies, and point of contact for service related issues, as well as development of client fiduciary documentation and processes. |
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Dan Webster
Dan.Webster@ RaymondJames.com |
| Dan Webster is a recent addition to Hickok & Boardman Retirement Solutions team but brings with him a wealth of knowledge and experience. Dan began his financial career in 2000 with New York Life and then eventually served as a district manager of The New England Financial. Prior to joining our firm, Dan was the Principal of Webstone Financial. Dan's role is to educate participants on the various options and strategies available to them when they retire. Dan is a graduate of Colorado College and completed his certification in Long Term Care planning (CLTC) in 2004. He has been a licensed practitioner of the Lifetime Economic Acceleration Process (LEAP) since 2004. |
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