212 East Third Street
At Queen City Financial Advisors, LLC, our dedicated team members are personally invested in each of our clients' lives. We promise to provide you with the highest quality professional and personal service.
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.
Registered Principal, Office Manager
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.
Neil works with his clients to help build and protect their wealth through comprehensive financial planning, investment management, and risk management.
Wendy joined Queen City Financial Advisors in April 2014 as the assistant to Neil Bourgeois.
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.
Registered Office Assistant
Stacy joined the Queen City Financial Advisors team in May 2012, although she has been a client since 2001.
Jeff Walkup is a fee-based financial advisor with over 20 years of experience assisting clients to grow, protect and preserve their wealth.
With over 31 years’ experience as a Financial Planner, Tom is the senior member at Queen City Financial Advisors, LLC.
Mike joined Queen City Financial Advisors and “Team Wingo” in 2009 to continue the third generation of Financial Planning.
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...
Registered Principal, Branch Development Principal
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...