McQueen Financial Advisors
Garrett Mosqueda is a financial professional currently serving as a Financial Analyst II at McQueen Financial Advisors since September 2022. Prior experience includes roles as a Quality Control Auditor and Mortgage Underwriter at United Wholesale Mortgage from February 2021 to September 2022. Garrett holds a Bachelor of Business Administration (B.B.A.) in Finance from Grand Valley State University, where studies were completed from 2016 to 2019, and attended Grand Rapids Community College as a transfer student from 2014 to 2016.
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.