McQueen Financial Advisors
Charley McQueen started their career in 1999 at McQueen Financial Advisors, Inc. where they hold the position of President & CEO. Charley has been with the company since then. In 2019, Charley also assumed the role of Chairman at YPO Motor City, until June 2020.
Charley McQueen attended Western Michigan University - Haworth College of Business from 1989 to 1993. There is no information provided about a degree or field of study. Additionally, Charley McQueen attended Brother Rice but no specific dates or details are given. Charley McQueen has obtained the YPO Gold Harvard President's Program certification from Harvard Business School, with no specific month or year mentioned.
McQueen Financial Advisors
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 Servicing Rights Valuations and CECL Reporting. Merger valuation and advisory services including acquisition of add on entities.