Management Team

Charles N. McQueen - President

Charley McQueen founded McQueen Financial Advisors in 1999, to provide specialized services to financial institutions. Charley has more than 16 years of experience serving as a portfolio manager, 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 and is the Vice Chairman of the Michigan Council of Economic Education. He 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 institutions boards, attending well over 1,300 client board meetings.

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

Craig M. Sicilia - Managing Director

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 risk decisions. Craig worked for JP 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 - Vice President

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 graduate of Eastern Michigan University, with a BBA in Management.

Heather L. Ciurla - Vice President of Operations and Chief Compliance Officer

Heather joined McQueen Financial Advisors, Inc. as an Investment Advisor, and is the firm’s Chief Compliance Officer. Heather is responsible for compliance activities as well as the firm's operations. She also assists with Asset/Liability and Investment Portfolio management and provides general consulting services.

Heather started in the investment business in 1999, working with JPMorgan Chase in Delaware as an investment agreement manager for municipalities.

Heather is a graduate of Western Michigan University. with a BA in Economics.

Heather N. Schepperly - Analyst

Heather is a financial analyst providing expertise to McQueen Financial's team of advisors. Heather also manages the firm's Asset/Liability Management reporting division and is responsible for monthly and quarterly reporting for the firm's ALM clients.

Heather joined McQueen Financial Advisors in 2008 after working for the prior eight years in management support, financial and statistical analysis, and program management roles.

Heather is a graduate of Kalamazoo Valley, with a degree in Business Administration.

Sarah L. Mezey - Analyst

Sarah is a financial analyst at McQueen Financial. She is responsible for supporting the day-to-day trading activities as well as the month end reporting for Investment Portfolio clients.

Previous to working for McQueen Financial Advisors, Sarah has interned in the credit department at The Private Bank and as a market researcher at Ducker Worldwide.

Sarah is a graduate of Boston College, with a degree in Mathematics and French.