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. Her varied duties include assisting the President and OSJ, Chuck Hais, with his personal book of business, as well as assisting him with supervision and compliance issues. 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, the registered representatives, 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 20 years of experience in the financial industry, and over 30 years of experience in 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 through other broker-dealer affiliations 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. She is also known for playing practical jokes on her co-workers from time to time, especially for milestone birthdays.
Beth has been married to her husband, Tom, for 30 years, and they live in the historic district of Newport, Kentucky along with their cat, Jack. Beth and Tom enjoying renovating their 115-year old home, and shopping for antiques and collectibles. She is dedicated to starting her day at 4 a.m. to exercise in the home gym they built before coming into work.