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 compliance responsibilities of the branch. In addition to the Series 24, Chris is a Certified financial planner™ professional, has his Series 7, 66, Life Insurance, and Health and Disability Licenses, and is a Behavioral Financial Advisor™ and Public Notary. The knowledge and experience gained through these licenses and designations enables Chris to support Chuck with his personal clients as well as being a valuable resource to Queen City’s independent representatives and their clients.
In addition to his role with Queen City Financial Advisors Chris serves as Portfolio Counselor for Queen City Capital Management, QCFA’s in house Registered Investment Advisor. In this role Chris is responsible for conducting research, monitoring economic data and market conditions, and completing analysis of prospective funds to support the CIO in the development of Queen City Capital’s investment strategy. Chris’ responsibilities include initiatives aimed at increasing QCCM’s presence in the investment community and improving the client experience.
Before joining Queen City Financial Advisors and Queen City Capital Management, Chris worked as a Business Analyst for Great American Life Insurance Company in Cincinnati. Chris graduated from the University of Cincinnati with a Bachelor’s Degrees in Finance and International Business. While at the University of Cincinnati, Chris was a member of the Sigma Phi Epsilon Fraternity as well as a founding member and President of the Cincinnati Dance Marathon, a philanthropic event that raises money and awareness for Cincinnati Children’s Hospital.
In his free time, Chris and his wife Kirbi enjoy spending time doing anything that involves his family and friends, especially weekends on their property in Williamstown, Kentucky. Chris is also a lifelong and passionate supporter of Hamilton County Special Olympics where he coaches both the Skiing and Soccer teams in addition to volunteering at and donating to their many functions throughout the year.