Christine Cogar,
MBA, FPQP® Senior Client Relationship ManagerChristine helps us provide a dedicated and focused client experience. She is committed to educating and informing our clients throughout their financial journeys, while working to make their lives easier.
Throughout her career in financial services, Christine has utilized her compassion, attention to detail and dependable nature to ensure that clients are provided with the high level of service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining our team in July 2024, Christine was a senior branch administrative associate at Edward Jones and a vice president, information technology at Fifth Third Bank. She earned a bachelor’s degree and a master's degree in business administration from Xavier University in Cincinnati, Ohio.
Originally from Mansfield, Ohio, Christine lives in Loveland, Ohio with her husband, Todd. In her free time, Christine enjoys hiking, gardening, visiting national parks and cheering on the Xavier University men's basketball team.
