Skip to content

2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Daniel Boehm

I joined Edward Jones as a financial advisor in 2011, opening the firm’s second branch office in Harrisburg in 2013. Originally from Long Island, NY, I have lived in the Concord / Harrisburg community since 2004. My spouse, Kristen, and I have six...

ABOUT DANIEL

I joined Edward Jones as a financial advisor in 2011, opening the firm’s second branch office in Harrisburg in 2013. Originally from Long Island, NY, I have lived in the Concord / Harrisburg community since 2004. My spouse, Kristen, and I have six children (two boys and four girls) ranging in age from 12 to 25 years old.

I attended the University of Arizona for a degree in Finance, I am a Certified Exit Planning Advisor (CEPA) and I am working to become a Chartered Financial Consultant (ChFC) with the year.

HAVE QUESTIONS? WE'RE HERE TO HELP