John Bovard, CFP®
I work closely with families, business owners and young professionals to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning and tax strategies. I work with business owners and employees to help not only with their personal finances but also the company retirement plans. I started Incline Wealth Advisors to provide a deeper level of service to local business owners, pre retirees and young professionals.
I graduated from Thomas More University, was a member of the men’s basketball team and currently serve on the alumni board of directors. I earned my certificate in financial planning from Xavier University.
Outside of work I enjoy spending time with my wife and five children. I also enjoy playing and coaching basketball.
Certifications:
- CERTIFIED FINANCIAL PLANNER
Community Work:
- Make-A-Wish Foundation: Emerging Leader Advisory Board Member
- Western Economic Counsel: Board Member and Treasurer
- Thomas More Alumni Association: Board Member
Amy joined Incline Wealth Advisors in August of 2022 as a Client Service Associate. Her main focus will be to help provide an additional layer of customer service to current and new clients while assisting with other day to day operations.
Her prior experience in finance, accounting, marketing and back office operations make her a great addition to the team. She has assisted clients and managers in multiple facets, including helping to service annuity contracts, portfolio analysis and process improvement.
Amy graduated from Northern Kentucky University with a Bachelors Degree in Finance.
She also was a member of the NKU women’s soccer team, attended the University of Dayton’s R.I.S.E. Investment Conference, and was a part of the inaugural class for the Haile Student Investment Fund.
In her free time, Amy enjoys helping in the community, boating, sports and spending time with her husband and 2 daughters.
Community Involvement:
- Habitat for Humanity Rock the Block
- Ronald McDonald House Dinner Volunteer
- Artswave Donor
- United Way Donor
- Hoxworth Blood Center – Drive Coordinator
- American Heart Association Heart Mini Team Lead
- American Cancer Society’s Making Strides Against Breast Cancer Team Lead
Phil serves in an Investment Advisory Representative capacity with Incline Wealth Advisors as a Qualified Plan Specialist.
Phil was born in Cincinnati and grew up in Northern Kentucky. He attended Northern Kentucky University and earned his bachelor’s degree in Marketing in 2004. After a short stint working at the Cincinnati Bengals in the public relations department, Phil joined Fidelity Investments where his primary focus was 401(k) plan sales. In 2017, Phil joined BB&T as Vice President, Business Development Officer in their Retirement and Institutional Services group where he advised small businesses regarding their 401k and investment advisory service needs. He joined Stearns Financial in 2021 to lead their qualified plan advisory group.
Phil and his wife, Rachel, now live on the northern side of Cincinnati with their two kids, Luke and Mae.
We would be happy to talk or meet with you and discuss how we can assist with your specific needs.
Please use the link below to set up a call or meeting.
