Charles N. McQueen, President

charley@m-f-a.com

Charley founded McQueen Financial Advisors in 1999, to provide specialized services to financial institutions.  Charley has more than 14 years of experience serving as a portfolio manage, asset liability management consultant and strategic consultant to financial institutions.  Today, his company advises more than 100 clients and manages investment portfolios with a combined value of nearly $1 billion.  McQueen Financial Advisors serves clients in thirteen states across the United States.

Charley serves on the Associate Advisory Council of the Michigan Association of Community Banks, is a frequent speaker at financial institution conferences and has provided training and board education on investments, Asset/Liability Management, Mortgage Servicing Rights Valuations, branch valuations, asset sales and strategic planning.  Along with providing education to financial institutions, Charley provides educational training to several CPA firms.  He is a frequent presenter to financial institution boards, attending well over 1,300 client board meetings.

Charley is a graduate of Western Michigan University, with a BBA in Management and Economics.

Craig M. Sicilia, Managing Director

craig@m-f-a.com

Craig is McQueen Financial Advisors chief investment officer and head portfolio manager.  He is responsible for overseeing the firm's security transactions that average nearly $700 million a year in purchases and sales.  Along with portfolio management and security analysis, Craig consults with clients on risk management, loan sales, servicing valuations on commercial loans and customized consulting projects.

Previously, Craig was Vice President at JPMorgan Securities, Inc.  He was a member of a Financial Strategies team in Detroit, Michigan and responsible for managing relationships with banks, credit unions, taft-hartleys, municipalities and schools. The majority of his time was spent assisting clients with asset allocation, investment analysis, portfolio structuring, security sales and interest rate decisions.  Craig worked for J.P. Morgan (formerly Bank One, First Chicago NBD Corp, NBD Bank) from January 1991 through March 2006.

Craig is a graduate of Oakland University, with a BBA in Management.

James G. Craven, Financial Advisor

jim@m-f-a.com

Jim is an investment advisor whose responsibilities include interest rate risk management, consulting, portfolio management, fixed income analysis and valuation services.  Jim also manages the firm's Mortgage Servicing Rights Valuation division and has completed hundreds of valuations for institutions around the country, including bank valuation for goodwill impairment testing.

Jim has over 20 years of experience in the financial services industry.  Prior to joining McQueen Financial Advisors, Jim worked at Fifth Third Securities and JPMorgan Chase (and successor firms).  At JPMorgan, he was a member of the Bank Strategies Group.  In that capacity, Jim provided analytics and fixed income investments primarily to banks, credit unions, insurance companies and investment advisors.  While at JPMorgan, Jim also consulted clients on derivatives and structured financing.

Jim is a 1983 graduate of Eastern Michigan University.

Heather L. Ciurla, Vice President of Operations & Chief Compliance Officer

heather@m-f-a.com

Heather joined McQueen Financial Advisors as an Investment Advisor, and is the firm's Chief Compliance Officer.  Heather is responsible for Asset/Liability Management reporting and general consulting services.  Heather is also a seasoned portfolio manager assisting in daily trading activities.  Heather started in the investment business in 1999, working with JPMorgan Chase & Co. in Delaware as an investment agreement manager for municipalities.

Heather has a Bachelor's degree in Business Administration in Economics from Western Michigan University.

Diane E. Knudson, Marketing Consultant

diane@m-f-a.com

Diane is responsible for managing and directing all of McQueen Financial Advisors marketing campaigns and marketing programs, as well as providing strategic consulting services.  As a Marketing Consultant, Diane is responsible for developing, implementing and launching marketing campaigns, developing and evaluating benchmarks and marketing channels, and advising on corporate marketing strategies.

Diane graduated from Christopher Newport University with a B.A. in International Relations, and holds a Master of Arts in Organizational Management from the University of Phoenix.

Heather B. Schepperly, Office Manager

heatherb@m-f-a.com

Heather joined McQueen Financial Advisors in 2008 after working for the past sixteen years in the customer service industry.  Heather is responsible for all areas of office management, as well as assisting with Asset Liability Management and Investment Portfolio Management services.

Heather has a degree in Business Administration from Kalamazoo Valley.