Meet The Team

John V. Boardman, III, CFP^®

Founder/Wealth Advisor

John Boardman was born and raised in Lexington, Kentucky. As the son of a banker, he took an active interest in the world of finance from an early age. While attending Centre College, John was active in investments while working on an endowment study with the school's Director of Finance. After graduating from Centre College, John worked his way up at a large regional bank to become one of the youngest Vice President's in the bank employing almost 25,000 people. His responsibilities and titles included financial planning Analyst, Investment Coordinator, Business Development Officer to eventually Wealth Management Advisor and Vice President. After working with dozens of families and institutions totaling over $50 million in assets, John realized that he could offer client service far greater than previously, if only he found the right partner to help him deliver this through a local office that was privately owned. In July of 2005, John established Boardman Wealth Planning, Inc., a business designed with the capabilities of a large institution and the services of a local boutique. John and his firm are now able to offer access to exceptional client service as well as a wide array of investment and financial planning guidance.

John is a CERTIFIED FINANCIAL PLANNER™ practitioner and currently holds FINRA Series 7, 24, 63, and 65 registrations. He is also licensed by the state of Kentucky for Life Insurance and Health Insurance. John is a graduate of the Cannon Financial Institute Investment Management and Personal Trust School. He is also a FINRA Registered Representative, a FINRA Registered Principal, and an Investment Advisor Representative through Boardman Wealth Planning, Inc..

In the community, John is a member of the Bluegrass Estate Planning Council, a member of the Centre College Alumni Advisory and Lexington Boards, and the Chairman of the American Cancer Society Hope Lodge of Lexington Board.

In his free time, John enjoys running, triathlon, golf, reading, and spending time with his wife Ann Wesley, daughter Kate, son Henry, and his dog Jack.

Andy Reynolds, MBA

Wealth Advisor

Andy Reynolds was born and raised in Columbus, Indiana. To follow aspirations of attaining a top-ranked education, Andy enrolled at Centre College in Danville, KY. Upon graduation from Centre College, Andy continued his education while earning a Master of Business Administration degree from the University of Kentucky. In this robust, one-year MBA program, Andy focused on finance, economics, and strategic planning.

Andy is an Investment Advisor Representative, holding FINRA Series 7 and 66 registrations through Comprehensive Asset Management and Servicing. He is also licensed with the State of Kentucky for Life and Health Insurance. Andy specializes in retirement planning, income planning, group and individual 401K/IRA plans, and investment selection for small business owners, soon to be retirees, and retirees. In addition, Andy currently works with several faculty and staff of universities and colleges in Kentucky, guiding them towards reaching their financial goals within their university’s employer sponsored retirement plan.

Andy has spent 2011 speaking at several different groups including the Best Practices Symposium for the Medical Professional, the Kentucky Dental Association’s Annual Meeting, the University of Kentucky’s Brown Bag Forum, and Centre College’s Fall Symposium. He continues to be a contributing member to the company’s Weekly Update, a weekly market commentary.

Andy is also a member of the Bluegrass Estate Planning Council and was initiated into the Honorable Order of Kentucky Colonels after being nominated for a Kentucky Colonel in 2004.

In his free time, Andy enjoys golfing, running, following UK athletics, and spending time with his wife Laura.

Christine McCabe

Administrative Assistant

Christine McCabe serves a number of roles for Boardman Wealth Planning, Inc. With over nine years of experience in financial services, Christine provides skillful solutions to insure that our clients are always taken care of. Her efforts are essential to the financial success of our clients. Although originally from Boston, Massachusetts, she currently lives in Richmond, Kentucky with her husband John.

In her free time Christine enjoys volunteering and is very involved with the horse industry.

Jennifer Angelucci

Research and Systems Coordinator

Jennifer Angelucci was born and raised in Lexington, KY. Jennifer graduated from the University of Kentucky with a dual degree in mathematics and mathematical economics. Jennifer started with Boardman Wealth Planning as an intern, while taking graduate level courses in statistics at the University of Kentucky. After completing her coursework, she transitioned into a full-time role, serving as the firm’s Research and Systems Coordinator and has been with our company since. Jennifer adds additional insights into statistical analysis and analytical research, while also serving a vital role in our financial planning and forecasting process.

Outside of the office, Jennifer enjoys running, playing tennis, and spending time with her friends and family.