Broker Check

Our Advisors

Charles F. Hais, Jr, ChFC, CLU

Registered Principal, President


Chuck Hais began his financial services professional career with Metropolitan Life as a career agent in September, 1987 after receiving his Masters Degree in Finance from Xavier University in August, 1987.

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Neil Bourgeois, CFP®



Neil works with his clients to help build and protect their wealth through comprehensive financial planning, investment management, and risk management.

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Anders Juel

Financial Advisor


As an independent financial advisor, Anders focuses on assisting individuals, families, and small business owners pursue their personal and financial goals by offering sound advice and providing the highest level of service.

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Jeffrey Walkup, CFP®


Jeff Walkup is a fee-based financial advisor with over 20 years of experience assisting clients to grow, protect and preserve their wealth.

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Thomas Wingo, CFP®



With over 31 years’ experience as a Financial Planner, Tom is the senior member at Queen City Financial Advisors, LLC.

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Michael Popil, CFP®


Mike joined Queen City Financial Advisors and “Team Wingo” in 2009 to continue the third generation of Financial Planning.

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