John Bovard, CFP®, EA
- CERTIFIED FINANCIAL PLANNER
- IRS Enrolled Agent
- Make-A-Wish Foundation: Emerging Leader Advisory Board Member
- Western Economic Counsel: Board Member and Treasurer
- Thomas More Alumni Association: Board Member
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.