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.