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.

Accounting

Banking

Investment Management

McQueen Financial Advisors

Charley McQueen

Craig Sicilia

Jim Craven

Heather Schepperly

Patrick M. McQueen

Perry Gaddis

Finance Team

Leadership Team

Teams at McQueen Financial Advisors

Finance Team

Leadership Team