Broker Check

Our Advisors

Anders Juel

Financial Advisor

513-729-9737

anders.juel@queencityadvisors.com

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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Beth Hodges

Registered Principal, Office Manager

513-729-9732

beth.hodges@queencityadvisors.com

A native of Houston, Texas, Beth moved to the Greater Cincinnati area in 1998, and has been a part of Queen City Financial Advisors since its inception in 2009.

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Charles F. Hais, Jr, ChFC, CLU

Registered Principal, President

513-729-9733

chuck.hais@queencityadvisors.com

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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Chris Hais, CFP®

Registered Principal, Branch Development Principal

513-729-9724

chris.hais@queencityadvisors.com

Chris serves a vital and multifaceted role within Queen City Financial Advisors. Chris is a Series 24 licensed Registered Principal, assisting the OSJ Chuck Hais and fellow Principal Beth Hodges with overseeing the supervisory and...

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Diana Gannon

Administrative Assistant

Diana is the newest member to the Queen City Financial Advisors team, joining us in February 2018. Diana has the distinct ability to multitask and prioritize. Given those skills Diana supports Team Wingo consisting of 2nd generation...

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Jeffrey Walkup, CFP®

513-729-9738

jeff.walkup@queencityadvisors.com

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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Michael Popil, CFP®

513-729-9743

mike.popil@queencityadvisors.com

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

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Neil Bourgeois, CFP®

513-729-9739

866-327-3235

neil.bourgeois@queencityadvisors.com

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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Stacy Berkley

Registered Office Assistant

513-729-9736

stacy.berkley@queencityadvisors.com

Stacy joined the Queen City Financial Advisors team in May 2012, although she has been a client since 2001.

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Thomas Wingo, CFP®

513-729-9734

thomas.wingo@queencityadvisors.com

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

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Wendy L. Hagen

Administrative Assistant

513-729-6911

wendy.hagen@queencityadvisors.com

Wendy joined Queen City Financial Advisors in April 2014 as the assistant to Neil Bourgeois.

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