McQueen Financial Advisors

About McQueen Financial Advisors

At McQueen Financial Advisors, we empower financial institutions with actionable data and strategic insights. As an industry-leading partner, we specialize in delivering targeted solutions across four core pillars: - ALM & CECL: Providing comprehensive Asset Liability Management (ALM/IRR) reporting and strategic advice, rigorous CECL reporting, and precise Mortgage Servicing Rights (MSR) valuations. - Investment Management: Operating as an SEC-registered Investment Advisor to oversee institutional portfolios, including specialized management for Charitable Donation Accounts and Employee Benefit Prefunding Accounts. -Transaction Advisory: Delivering expert merger valuation and strategic M&A advisory services, including the evaluation and acquisition of add-on entities. -Budgeting & Strategic Planning: Designing tailored budgeting frameworks and facilitating forward-looking strategic planning to optimize resource allocation and drive sustainable, long-term growth.