McQueen Financial Advisors
Financial ServicesView the employees at
McQueen Financial Advisors-
Kurstyn Vonlinsowe Financial Analyst
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Grand Blanc, Michigan, United States
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Rising Star
Heather Schepperly Vice President/ALM Director at McQueen Financial Advisors, Inc.-
Rising Star
Brad Wheeler Junior Credit Analyst at McQueen Financial Advisors-
Rising Star
Emily Davis Financial Analyst-
Rising Star
Madeline Capo Sr. Financial Analyst at McQueen Financial Advisors, Inc.-
Detroit Metropolitan Area
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Rising Star
Overview
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.
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