212 East Third Street
As an established financial professional, you’ve seen firsthand all the recent changes in our industry. Once upon a time, financial professionals came primarily from one of two groups: wirehouse stock traders or insurance carrier salespeople. But this old-fashioned model left a gap for those who matter most: your clients.
Clients today aren’t looking to pay commissions or purchase products, and they’re not clamoring for advice from stockbrokers or salespeople. Instead, they’re looking for partnership, expertise, accessibility and a focus on serving their needs. In other words, today’s successful financial professional needs to be more, give more and do more.
Are you keeping up?
As an OSJ that believes in providing top-shelf service to financial professionals, we want to be part of your more, whatever that means to you. From office support to business building, practice management coaching and marketing, our job is to help you give more to your clients so you can get more from your business.
Are you ready for more? Let’s connect and see how we can help.
Fill in your information below for a confidential discussion on Queen City can help your business prepare for the future.
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 Principal, Office Manager
Beth has been a part of Queen City Financial Advisors since its inception in 2009. She is the “go-to” person, both within and outside the office, for business processing, procedural updates, and technical support.
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.
Client Services Coordinator
Before joining Queen City, Chip earned a Bachelor’s degree in Operations Management from the University of Cincinnati. After college, Chip spent eight years working in Automotive Manufacturing companies learning and...
Registered Principal, Registered Representative, Branch Development Principal
As a Registered Principal, Registered Representative and Branch Development Principal Chris plays a role in all aspects of Queen City but prides himself the most on providing the highest level of support to QCFA clients and Representatives.
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...
Jeff Walkup is a fee-based financial advisor with over 20 years of experience assisting clients to grow, protect and preserve their wealth.
Mike joined Queen City Financial Advisors and “Team Wingo” in 2009 to continue the third generation of Financial Planning.
Neil works with his clients to help build and protect their wealth through comprehensive financial planning, investment management, and risk management.
Registered Client Services Coordinator
Stacy joined the Queen City Financial Advisors team in May 2012, although she has been a client since 2001.
With over 31 years’ experience as a Financial Planner, Tom is the senior member at Queen City Financial Advisors, LLC.
Wendy joined Queen City Financial Advisors in April 2014 as the assistant to Neil Bourgeois.