More than 30 Years of Experience Helping Our Community Members Reach Their Financial Goals
The professionals at Financial & Portfolio Advisors, Ltd. strive to assist our clients with any and all financial issues they are likely to encounter throughout their lives. You can count on us to be there through life’s changes and challenges with our multidisciplinary approach to help you successfully handle any financial situation that comes your way.
Meet Our Team
Robert A. Hardies (1954-2019)
Daniel S. MacIver
President & Chief Compliance Officer
Dan joined the firm in 1995 and quickly became a valuable part of the organization. In 2019, he took on the role of President of the company. He earned his full Series 7 securities license in 2016 and Series 66 in 2017. Since that time, he has also received both his life and health insurance licenses, Accredited Tax Preparer (ATP®) designation, and has become an Accredited Investment Fiduciary (AIF®). In 2020, he earned his CERTIFIED FINANCIAL PLANNER(r) designation. Dan is a proud Summa Cum Laude graduate of Southern New Hampshire University with a BS in Finance Focused on Financial Planning.
Over the years, Dan has volunteered his time to Boy Scouts of America and to coaching Little League Baseball and youth girls’ basketball. He currently serves on the Executive Board of Directors for the Clarenceville Athletic Boosters Club and the Clarenceville Education Foundation. Dan presently resides in his hometown of Livonia, Michigan with his wife, Veronica, and their three children, Kameron, Ashlyn and Marissa. When he’s not helping clients, he enjoys spending time with family, camping and playing sports.
Deborah E. White
Deborah (Deb) White joined us in 2015 and is a part of our affiliated firm, Financial Investment Planners, Ltd. (FIP) since joining us in 2015. She earned her life and health insurance licenses in 2009 and has continued her education to keep them current. She is responsible for all of our reception and administrative duties. Deb truly enjoys greeting clients with a smile and being the first, friendly voice they hear on the phone. When she’s not at work, Deb enjoys crafts, reading, visiting her grandchildren and spending time with her husband, Clarence.
Regina M. Miller
Administrative Service Assistant
Gina joined of our affiliated firm, Financial Investment Planners, Ltd. (FIP) in February, 2019. That same year, she earned her life insurance license and has worked hard to use those skills in our firm. As Service Assistant, Gina functions as Dan’s “right hand,” helping to administer all aspects of client accounts. She is an avid sports fan who enjoys cooking, freelance modeling and especially watching her son Sebastian play baseball.