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McQueen Financial Advisors

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Provides Asset Liability Management (ALM/IRR) Reporting and actionable advice, including numerous ALM related reports. Investment Portfolio Management as an SEC registered Investment Advisor including Charitable Donation Accounts and Employee Benefit Prefunding Account management. Mortgage Servici... Read more

Employees

51-200

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Charley McQueen's profile picture
Charley McQueen
President & CEO
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Charley McQueen

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Perry Gaddis' profile picture
Perry Gaddis
Director Of IT
Patrick M. McQueen's profile picture
Patrick M. McQueen
Managing Director
Heather Schepperly
Vice President / ALM Director
Jim Craven's profile picture
Jim Craven
Vice President
Craig Sicilia's profile picture
Craig Sicilia
Chief Investment Officer And Managing Director

Offices