Our Qualifications
Chuck Cole has been in the Financial Services Business for over 25 years. He is a published author, having written a book about Insurance, Investing, Banking and Retirement Planning.
Mr. Cole is a graduate of St. Xavier High School, and The College of Mt. St. Joseph. He has a Bachelors degree in Business Administration with an emphasis in Economics.
Chuck Cole currently holds insurance licenses in; Life, Health, Variable Products, Property and Casualty Insurance.
He holds the following securities licenses; Series 6, 7, 24, 63, 66
As well as all of these great qualifications, Chuck was also named a Five Star Money Manager by Cincinnati Magazine.
Cristina Waugh is excited to join the Financial Services industry. As a previous classroom teacher, she is passionate about educating clients on Investments, Wealth Management and Medicare Planning.
Cristina is a graduate of St. Ursula Academy. She has a Bachelors of Science from The Ohio State University and a Masters of Education from Mount St. Joseph University.
Cristina has the following Securities Licenses; Series 7 and 66. She is licensed in Indiana, Kentucky, and Ohio
She also holds Ohio, Indiana, and Kentucky Insurance Licenses in Life and Health.