A native of Houston, Texas, Beth moved to the Greater Cincinnati area in 1998, and now calls Newport, KY home. Beth has been a part of Queen City Financial Advisors since its inception in 2009 as the Office Manager and as the Chief Compliance Officer/Registered Principal.
Her knowledge and experience of the industry helps to guide our representatives, providing support to affiliated representatives within the OSJ. She is the “go-to” person, both within and outside the office, for business processing, procedural updates, and technical support.
Beth is committed to providing high-quality, professional support to Chuck, Chris, the financial professionals, and their assistants, knowing that it takes a collective effort to make a successful business. She is also a vital part in the planning and coordination of company events such as the annual Branch Office Meeting, and client appreciation and industry-related seminars.
Beth has almost 40 years of experience in the insurance and financial industry, as well as executive and administrative services. She holds a Series 7, 24, 6 and 63 securities license. Prior to the formation of Queen City Advisors, Beth has worked with Chuck and the Queen City team since 1998. Beth views her co-workers as part of her family and the office as her home away from home, which even includes her caring for the plants in the office.
Beth and her husband of 37 years, Tom, live in the historic district of Newport, Kentucky, and are renovating their 120-year old home. They enjoy dancing, especially the jitterbug and the Texas two-step, and shopping for antiques and collectibles.