Customized fianancial planning
Queen City Capital exists to simplify financial decision-making and help our clients take control of their financial futures through disciplined planning, strategic investing, and clear, honest advice.
For nearly two decades, I built my career at two of the largest and most respected investment firms in the world. During that time, I had access to world-class tools, sophisticated planning resources, and the scale that only large institutions can provide. I learned how the industry operates at the highest levels—and I’m grateful for the experience it gave me.
But along the way, I also saw the limitations. Large firms, by design, are built to serve the company first. Advisors are often constrained by proprietary investment platforms, pre-selected solutions, and internal incentives that can make it difficult to deliver truly personalized advice. Even with good intentions, conflicts of interest and one-size-fits-most solutions can quietly shape recommendations.
Over time, I realized something important: clients deserve better. That realization led me to step away and build a firm designed around one simple principle—every decision should be made in the client’s best interest, not the firm’s.
Today, I bring the experience, discipline, and institutional knowledge gained from nearly 20 years at the largest firms—without the restrictions that come with them. I am free to select the planning software, investment strategies, and solutions that best serve each client’s unique goals. No proprietary products. No corporate agendas. Just thoughtful, personalized planning built around what matters most to you.
This firm exists to provide clarity, independence, and confidence—so your financial plan works for your life, not for a company’s bottom line.
At Queen City Capital, we are passionate about helping our clients achieve financial success. Our team of professionals will work closely with you to create a personalized investment strategy that meets your unique needs and goals. Whether you're looking to grow your wealth, plan for retirement, or manage your assets, we have the knowledge and resources to help you succeed. Explore our website to learn more about our services and how we can help you strive towards finanical independence.
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