portrait of Stu Boardman
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Employee Stock Options
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Insurance & Annuities

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Coaching Sports
  • Baseball
  • Personal Fitness
  • History and Museums
  • Camping

Team Members

  • Heidi Spicer
    Sr. Branch Office Administrator
    AAMS™
  • Reghan Cornell
    Branch Office Administrator
  • Colleen McGee
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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