Our Team

When we say, "We Do Life," we mean it.  We have families we want to protect.  We have goals and dreams we want to achieve.  We each have our own lives that we enjoy living, and we understand the different challenges life can throw at us.

Our team takes a lot of pride in our work.  We care about each client's needs and enjoy having conversations with them.  We have a lot of fun working together and hope to make each client's experience enjoyable.

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Dan Boardman, CLU, ChFC, CFP

Dan serves as a Principal of the firm, overseeing Corporate Retirement Plans and Individual 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 Planner™ and also earned his Accredited Investment Fiduciary (AIF) designation in 2005.

Dan is heavily involved with the community, as the past president of The Burlington Boys & Girls Club and currently a Board Trustee of Champlain College. 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. Dan has been very involved with the Million Dollar Round Table (MDRT) a Premier Financial Services Organization which has 35,000+ members from over 74 countries.


Bill Allen, LUTCF

Bill Allen has over 30 years of experience in the Life Insurance business having begun in September of 1987. He is active in the insurance industry and community, currently serving as President of the National Association of Insurance and Financial Advisors in the State of Vermont, and President of the Vermont Children’s Trust fund.

He has also served the Make A Wish Foundation, Boys and Girls Club of Burlington, The General Agents and Management Association of Vermont, Shelburne Little League, Mini Metro Basketball and Founded Forever Young Treehouses and Co-Founded Santa Night of Burlington.

Bill has a depth and width of experience that he shares with clients.

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Matt Smith

Matt is the youngest member of our team and adds a great perspective to our business.  He comes from an agricultural background and has brought the work ethic he learned there to the insurance business.   He believes in providing great customer service and getting the job done right the first time.

Matt has always been extremely involved in his community.  From leading scouts as an Eagle Scout growing up, to being a philanthropy chairmen in organizations in college, and now as a volunteer firefighter.  Matt continues giving back to the communities he is a part of.