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

The Finance Team at McQueen Financial Advisors is responsible for delivering comprehensive asset liability management (ALM) insights and reporting, supporting the firm's investment portfolio management strategies, and conducting mortgage servicing rights valuations. This team also plays a crucial role in providing advisory services for mergers and acquisitions, ensuring effective financial oversight and analysis to drive informed decision-making and enhance client value.

Finance Team

Leadership Team

Finance Team

About

Team members

Other teams at McQueen Financial Advisors

Leadership Team