Hickock & Boardman Retirement Solutions

Our People

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.

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...

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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...

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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...

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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...

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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...

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