What departments does McQueen Financial Advisors have?

McQueen Financial Advisors has employees across 3 departments including Consultant, Analytics, Finance.

What is the largest department at McQueen Financial Advisors?

The largest department at McQueen Financial Advisors is Consultant with 2 employees.

Where are McQueen Financial Advisors employees located globally?

McQueen Financial Advisors has employees across 2 continents and 3 countries including India, Saudi Arabia, United States Of America.

How has McQueen Financial Advisors's team size changed over time?

McQueen Financial Advisors's team has grown from approximately 52 to 54 employees based on available data.

McQueen Financial Advisors Employee Directory

Financial ServicesMichigan, United States51-200 Employees

McQueen Financial Advisors is a financial services firm based in Clawson, Michigan, offering specialized advisory services to financial institutions. The company focuses on four core areas: Asset Liability Management and CECL reporting, including MSR valuations, investment management for institutional portfolios, merger valuation and strategic M&A advisory, and budgeting and strategic planning to support long-term growth. Its client base consists of financial institutions seeking rigorous risk management, liquidity and earnings analysis, and objective guidance for strategic transactions and resource allocation. Positioned within the financial services industry, the firm operates as an independent advisor providing targeted, institution-facing solutions, including services for charitable donation and employee benefit accounts. Recent partnerships include collaborations announced in 2025 with CEO Advisory Group and in 2023 with Envisant, reflecting a trend toward expanding advisory capabilities for credit unions and similar institutions. The company is located in the Detroit metropolitan area and serves clients through its professional services platform.

McQueen Financial Advisors Global Highlights

North America
82

United States Of America
82

Asia
2

India
1
Saudi Arabia
1

McQueen Financial Advisors's Leadership

J. M.
Senior Consultant, Alm
Mobile Phone
Email
S. M.
Principal
Mobile Phone
Email
J. V.
Investment Banking Analyst
Mobile Phone
Email
R. G.
Investment Banking Analyst
Mobile Phone
Email
D. T.
Junior Trader
Mobile Phone
Email
D. K.
Representative
Mobile Phone
Email
P. M.
Regulatory Consultant
Mobile Phone
Email

McQueen Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Accounting
Business
Community & Social Services
Other

Contact profiles from McQueen Financial Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Senior Consultant, Alm
Mobile Phone
Email
Oct 22, 2024
S. M.
Principal
Mobile Phone
Email
Oct 23, 2024
J. V.
Investment Banking Analyst
Mobile Phone
Email
Jul 23, 2026
R. G.
Investment Banking Analyst
Mobile Phone
Email
May 26, 2026
D. T.
Junior Trader
Mobile Phone
Email
Oct 22, 2024
D. K.
Representative
Mobile Phone
Email
Oct 23, 2024
P. M.
Regulatory Consultant
Mobile Phone
Email
Aug 24, 2023

Frequently Asked Questions

What is McQueen Financial Advisors known for?

McQueen Financial Advisors was founded in 1999 operates in the Financial Services industry. Explore McQueen Financial Advisors's company overview page for more information.

What is McQueen Financial Advisors's most common email format?

McQueen Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McQueen Financial Advisors email formats with LeadIQ.

How many employees does McQueen Financial Advisors have currently?

McQueen Financial Advisors has approximately 57 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are McQueen Financial Advisors's key employees and leadership?

As of August 2026, McQueen Financial Advisors's key employees include:

Senior Consultant, Alm: J. M.
Principal: S. M.
Investment Banking Analyst: J. V.
Investment Banking Analyst: R. G.
Junior Trader: D. T.

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McQueen Financial Advisors Employee Directory

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