Our People
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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 what we could previously if only he found the right partner to help him deliver this through a local office that was privately owned. By going independent in 2005, 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 through CAMAS. He is also licensed by the state of Kentucky for Life Insurance and Health Insurance. He is also a graduate of the Cannon Financial Institute Investment Management and Personal Trust School. He is a FINRA Registered Representative, an FINRA Registered Principal, and an Investment Advisor Representative through CAMAS. In his free time John enjoys running, triathlon, golf, reading, and spending time with his wife, Ann Wesley.
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Andy Reynolds Director of Business Development
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. While at Centre, he was recognized for both his academic and personal success by being nominated by Dr. John Roush, president of Centre College, to receive a Kentucky Colonel. Upon graduation from Centre College, Andy continued his education while achieving a Masters of Business Administration degree from the University of Kentucky. In this unique, one-year MBA program, Andy focused on finance, economics, strategic planning, and marketing. During 2008, Andy served as the Wealth Design Specialist during his MBA program studies. Through this position, he assisted in designing financial plans, meeting with clients, and the overall marketing of the company. Upon graduation, he was named Director of Business Development. Andy currently specializes in retirement planning, income planning, group and individual 401K/IRA plans, and investment selection for small business owners, physicians, attorneys, professionals, insurance agents, and veterinarians. Andy is a 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 Insurance and Health Insurance. As we continue to grow as a company, Andy provides our clients with greater capabilities in financial planning and improves our clients' overall experience. In his free time, Andy enjoys playing sports, following UK athletics, and spending time with his fiancée Laura. |
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Christine McCabe Administrative Assistant Christine McCabe serves a number of roles for Boardman Wealth Planning, Inc. Her efforts are key to the financial success of our clients. Christine has over seven years of experience in financial services. 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. |
©2010 Boardman Wealth Planning Inc. All rights reserved. |
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