Hickok & Boardman Financial Planning is pleased to announce that Jim Donohue, CFP®, CIMA, CPA, has joined Hickok & Boardman Financial Planning. Jim brings to our firm over 30 years of experience in accounting and wealth management. Prior to joining the firm, Jim served on the Executive Committee and Tax Partner with Gallagher Flynn & Company CPA’s and was Managing Director of its Wealth Management Division which he formed and managed since inception. As of November 7th, Hickok & Boardman Financial Planning manages $670mln of client assets, representing an increase of $185mln since 12-31-18.
“Jim joining our firm represents the first salvo in our goal to significantly impact our community by returning a portion of our success. We will have detailed announcements about this after the new year”, said Michael McCormack, CFP®, managing partner. Jim’s breadth and depth of knowledge, creative thinking, and extensive background in estate planning, charitable giving, investment management and risk management have served his clients well and will add to the resources available through Hickok & Boardman Financial Planning.
Jim serves on the Board of Directors of Greater Burlington Industrial Corporation and is a member of the AICPA and the Vermont Society of CPA’s. Jim and his wife Diane live in South Burlington.
Hickok & Boardman Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Hickok & Boardman Financial Planning is located at 346 Shelburne Road, 5th Floor, Burlington, Vermont 05401.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Hickok & Boardman Financial Planning, Inc. and Raymond James Financial Services Advisors, Inc. You should discuss any tax or legal matters with the appropriate professional.