Business Details
27 Years
experience
Your Trusted Financial Advisory Partner
Founded in 1999, McQueen Financial has established itself as a leading nationwide provider of financial advisory services for financial institutions. Our team of seasoned professionals brings decades of combined experience in investment management, asset liability management (ALM), CECL solutions, merger valuations, and strategic consulting. We operate as an SEC Registered Investment Advisor, prioritizing client needs through fee-based, conflict-free advisory services tailored to banks, credit unions, and nonprofit organizations. Our approach combines personalized attention with institutional expertise, delivering customized portfolio structures that align with each client's unique financial goals and regulatory requirements.With proprietary tools like our 24/7 ALM Simulation Tool and comprehensive budgeting module, we empower institutions to navigate complex financial landscapes with confidence. Our commitment to excellence is demonstrated through detailed reporting, ongoing portfolio monitoring, and educational support for boards and leadership teams. We maintain rigorous professional standards while fostering long-term relationships built on trust and measurable results.
Services
Investment Management
Asset Liability Management
CECL Solutions
Merger Valuations
Strategic Planning
Budgeting Module
Mortgage Servicing Rights Valuation
Charitable Solutions
Wealth Management
ALM Validation
Details
- Year established: 1999
Highlights and features
- We operate as a fee-based Registered Investment Advisor with no broker-dealer conflicts
- Our team includes CFA charterholders and professionals with decades of banking experience
- We provide proprietary tools like our 24/7 ALM Simulation Software
- We maintain a singular focus on financial institutions with specialized service lines
- We have served clients nationwide since 1999 with proven advisory expertise
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Management
We provide customized investment portfolio management services for banks, credit unions, and nonprofit organizations. Our SEC-registered advisors develop tailored strategies that align with each institution's liquidity needs, risk tolerance, and regulatory requirements. Through continuous monitoring and quarterly credit reviews, we ensure optimal portfolio performance while maintaining principal safety and regulatory compliance.
Asset Liability Management
Our comprehensive ALM solutions help financial institutions manage interest rate risk and optimize balance sheet performance. The service includes executive summaries, detailed analysis packages, and 24/7 access to our proprietary simulation tool. We provide strategic recommendations for liquidity management, capital planning, and scenario analysis to enhance institutional stability and profitability.
Merger Valuations
We offer specialized merger and acquisition advisory services for credit unions and financial institutions. Our valuation reports include balance sheet analysis, loan portfolio assessments, and purchase accounting guidance. With extensive experience in CU-to-CU mergers, we provide strategic advice and detailed documentation to support informed decision-making throughout the transaction process.
CECL Solutions
Our CECL compliance services help institutions meet current accounting standards through historical loss analysis, current condition assessments, and forward-looking projections. We offer both outsourced solutions and support services using the WARM method, providing comprehensive reporting packages that fulfill regulatory requirements and documentation needs for allowance calculations.
Strategic Planning
We deliver strategic planning services combining financial expertise with leadership development. Our partnership with True Point Advisors offers a structured 5-step process including discovery sessions, customized agenda design, and implementation support. The program focuses on energizing leadership teams and creating actionable plans for long-term institutional growth and operational excellence.
People
Charley McQueen
President/CEO
Founder of McQueen Financial with over 20 years of experience in financial advisory services. Charley established the firm's client-centric philosophy, emphasizing personalized attention and long-term partnerships while maintaining strict fiduciary standards.
Craig Sicilia
CIO & Managing Director
Chief Investment Officer with extensive expertise in portfolio management and fixed income investments. Craig leads the investment strategy team, ensuring alignment between market opportunities and client-specific objectives while maintaining regulatory compliance.
Heather Schepperly
Chief Data and Modeling Officer
Data analytics expert responsible for quantitative modeling and risk assessment. Heather oversees the development of analytical tools and reporting systems that support investment decisions and regulatory compliance requirements.
Dan Martin
Director of Transaction Advisory
Valuation specialist with deep expertise in merger and acquisition advisory services. Dan leads transaction advisory engagements, providing strategic guidance and detailed financial analysis for institutions considering M&A opportunities.
Micki Schueler
SVP of Sales
Sales leader with extensive experience in financial services relationships. Micki manages client acquisition and retention strategies, ensuring alignment between institutional needs and the firm's advisory service offerings.
Questions
What types of financial institutions do you serve?
We work with banks, credit unions, and nonprofit organizations nationwide, providing tailored financial advisory services that address each institution's unique needs and regulatory requirements.
How are your investment management services different?
As an SEC Registered Investment Advisor, we operate under fiduciary standards with no broker-dealer conflicts, focusing solely on clients' best interests through customized portfolio strategies.
Do you offer technology-driven solutions?
Yes, we provide proprietary tools including our 24/7 ALM Simulation Tool and online budgeting module to enhance decision-making and streamline financial management processes.
What merger advisory experience do you have?
We have completed hundreds of credit union merger valuations and advisory engagements, maintaining our position as a leading independent advisor in CU-to-CU transactions nationwide.
How do you ensure regulatory compliance?
Our services incorporate ongoing monitoring, detailed reporting packages, and specialized compliance solutions for CECL, ALM, and investment management requirements.
What educational resources do you provide?
We offer training sessions for boards and leadership teams, including UPMIFA-informed approaches to enhance financial literacy and governance capabilities.
