McQueen Financial Advisors Names Judy Wallace as Chief Operations Officer

McQueen Financial announced today that Judy Wallace has been named Chief Operations Officer; a new position at McQueen. Ms. Wallace will be responsible for the oversight and maintenance of McQueen’s processes and procedures along with all technology initiatives. Additionally, she will maintain and monitor quality control of output including report reviews and accuracy, ensure workflow efficiencies, and help lead McQueen to its next phase of innovation tied to operational excellence.

“We are excited to have Judy join us as our first Chief Operations Officer; she is uniquely qualified to lead our operations as we continue to grow. Her extensive experience and enthusiasm will be a great asset to our Team”, stated Charley McQueen, President of McQueen Financial.

Before joining McQueen, Ms. Wallace was a Managing Director with a financial advisory firm with an emphasis on turnaround consulting and served as the Vice President of Finance and Operations for a privately held business, managing all financial and operational activities. Additionally, she worked as a senior manager in public accounting/auditing for a large CPA firm, before moving to private industry.

Ms. Wallace is a graduate of Michigan State University Honors College, with a BBA in Accounting. She is a Certified Public Accountant and a member of the Association for Corporate Growth (ACG), the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MICPA).

About McQueen Financial Advisors:

McQueen Financial Advisors is an SEC-registered, fee-based, investment advisory firm that has been serving financial institutions since 1999. McQueen provides financial institutions with investment portfolio management services, ALM services, mortgage servicing rights valuations and strategic consulting.  The Firm’s headquarters are in Clawson, Michigan.  For information call Charles McQueen at 248.548.8400 or visit us at

If you would like more information about JUDY WALLACE JOINS MCQUEEN FINANCIAL ADVISORS AS CHIEF OPERATIONS OFFICER, please contact Charley McQueen at 248.548.8400 or

Contact: Charles N. McQueen


Source: McQueen Financial Advisors


Categories: Business Finance, Finance

Tags: Advisory, Analyst, consulting, Finanancial, Finance, investment, Judy Wallace, McQueen Financial Advisors

About McQueen Financial Advisors

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McQueen Financial Advisors is an SEC registered, fee-based, investment advisory firm that has been serving financial institutions since 1999.

McQueen Financial Advisors
1239 Anderson Road
Clawson, MI 48017
United States