McQueen Financial Advisors
Joshua Beckman is a finance professional with a Bachelor's Degree in Finance from Michigan State University, obtained in 2016. Currently serving as a Financial Planning Analyst at The Kresge Foundation since April 2022, Joshua also works as a Financial Analyst at McQueen Financial Advisors since September 2020. Previous experience includes roles as an Account Manager at Cambridge Consulting Group and as a Client Service Representative, where Joshua developed investment proposals and maintained positive client relationships. Early career experience includes positions as a Server at Hopcat and in Warehousing/Operations at Dragonmead Microbrewery, where Joshua honed interpersonal and problem-solving skills in dynamic environments.
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.