McQueen Financial Advisors
Emily Davis is a skilled Financial Analyst at McQueen Financial Advisors since February 2022, with previous experience as a Mathematics Teacher at Roseville Community Schools and Chandler Park Academy. Emily has also served as a Student Advocate at ATS Educational Consulting Services and a Substitute Teacher for Professional Education Services Group. Prior roles include a Receptionist at Center For Yoga, a Mathematics Tutor at RLAC, Customer Service at The Home Bakery, and Latchkey Teacher and Preschool Teacher Aide at Bloomfield Hills School District. Emily holds a Bachelor of Science in Mathematics from Baker College of Auburn Hills, obtained in 2017.
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.