About Financial & Portfolio Advisors, Ltd.
Trusted Investment Advisory and Financial Planning Services
Your Partner in Financial Success & Planning
At Financial & Portfolio Advisors, our solutions include a complete range of services designed to help set you up for future financial success. With more than 30 years of experience helping our clients reach their financial goals, we pride ourselves on our knowledge as well as our company culture dedicated to assisting clients with any and all financial issues they are likely to encounter.
No matter which project we are working on, there is one common denominator – a dedication to be there through each of your life changes and challenges. Our approach is designed to help you successfully handle any financial situation that comes your way.
The Financial & Portfolio Advisors Team
Daniel S. MacIver, CFP®, AIF®, ATP®
President & Investment Advisor Representative
Since joining Financial and Portfolio Advisors in 1995, Dan quickly became a valuable part of the organization. Twenty-four years later, in 2019, he took on the role of President of the company, having earned his full FINRA Series 7 securities license in 2016 and FINRA Series 66 in 2017. In addition, he holds 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.
Dan has been an active and engaged volunteer with the Boy Scouts of America, and as his children were growing up he enjoyed coaching Little League Baseball and youth girls’ basketball. You can still find him working football games either in the concession stand or on the sidelines with the down markers. He currently serves on the Executive Board of Directors for the Clarenceville Athletic Boosters Club and the Clarenceville Education Foundation.
Dan and his wife, Veronica, have three children. Kameron is attending physical therapy graduate school at Wayne State University. Ashlyn is a Registered Nurse at University of Michigan and Marissa is studying at Oakland University to become an early elementary teacher.
When he’s not helping clients, you can find him spending time with his family, enjoying his up-north cottage, golfing and traveling.
Deborah E. White
Administrative Assistant
Deborah (Deb) White joined us in 2015 and enjoys being the first person you meet when arriving at F&PA. Deb truly enjoys greeting clients with a smile and being the first, friendly voice they hear on the phone. 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 the reception and administrative duties. When she’s not at work, Deb enjoys working on crafts, reading, visiting and playing with her grandchildren and spending time with her husband, Clarence.
Regina M. Miller
Administrative Service Assistant
Gina became a team member in February, 2019. Her life insurance license enables her to help our team continue to provide valuable services to our clients. As Service Assistant, she administers all aspects of client accounts. An avid sports fan & dog lover who volunteers at River Rouge Animal Shelter & Save Monroe Strays Rescue, Gina also enjoys the outdoors and spending time with her son Sebastian and her dogs Emma & Biscuit.
Robert A. Hardies (1954-2019)
Founder
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