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 Leadership Team at McQueen Financial Advisors drives the strategic vision and operational excellence of the firm. Comprising senior executives, including the President & CEO and the Chief Investment Officer, the team oversees a diverse range of services, including asset liability management, investment portfolio management, and merger advisory. They ensure the company delivers top-tier financial advice and solutions while fostering growth and innovation in a rapidly evolving financial landscape.

Leadership Team

Finance Team

Leadership Team

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Finance Team