Chuck specializes in retirement, estate, and comprehensive investment and financial planning services for his individual clients. Along with his individual clients, Chuck provides supervision and support to over 30 advisors associated with the firm he founded in 2009, Queen City Financial Advisors, LLC. With over 32 years of experience in the financial services and insurance industries, Chuck utilizes his passion and knowledge to be serve his clients.
Chuck believes that to prepare an effective financial plan requires him to get to know his clients and their goals and dreams. His love for learning about people combined with his financial training and technical skills allow him to guide clients through the planning process.
He began his financial career in 1987 after receiving a Masters Degree in Finance from Xavier University. His commitment to the importance of advanced financial knowledge is exemplified in his industry designations of Chartered Financial Consultant and Chartered Life Underwriter from the American College. In 2017 he completed the training and requirements for the Behavioral Financial Advisor (BFA) designation which helps him to better understand clients on an emotional and behavioral level to better motivate them to make wise financial decisions.
Chuck and his wife Mary live in Cincinnati, OH. They are blessed with a large family of seven children and eight grandchildren, and have been licensed foster parents. He has been on several charitable boards in the area, and active with organizations such as Habitat for Humanity, Hamilton County Special Olympics and the Dan Beard Council of Boy Scouts of America.