GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
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.
