Phil Westhoff

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. Phil has obtained his Accredited Investment Fiduciary® (AIF®) professional certification. 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.

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