Management

Jerry McQueen formed McQueen, Ball & Associates, Inc. in 1981 and has extensive experience in all areas of financial planning, investment management, and brokerage operations.

Jerry holds a B.A. in Economics from Boston University and an M.B.A. from the Amos Tuck School at Dartmouth College. He was formerly a Certified Public Accountant at Arthur Young & Company in New York. He is a member of the American Institute of C.P.A.s and New York State Society of C.P.A.s. Jerry is also a member of the Financial Planning Association and is a Certified Financial Planner.

Jerry has held various positions within the financial services industry including Chief Financial Officer for a regional municipal bond firm and advisory board member to a major brokerage firm. He is a board member of various charitable foundations and private trusts.

Jerry's primary role is working directly with clients in the area of financial and investment strategy.

Tom Ball joined the firm in 1983 and is the Vice President. He has broad experience in all areas of investment management and strategy.

Tom graduated from Albright College with a B.S. in Economics and Accounting. He holds an M.B.A degree from Lehigh University. Tom is a Certified Financial Planner and a member of the Financial Planning Association and the Estate Planning Council of the Lehigh Valley. Tom formerly served on the board of directors at KidsPeace, Inc. and several other charitable organizations.

Mr. Ball is responsible for the day-to-day management of client investment accounts.

Client Services

Bill Schultz is responsible for investment research and strategy. He works closely with clients to develop and implement investment strategies. He is a member of the Investment Committee.

Prior to joining the firm in 2001, Bill served as Chief Investment Officer - Fixed Income at Carroll & Company Management Inc. At Carroll he was responsible for portfolio management, investment research, and security analysis.

Bill received his M.B.A. from the Wharton School in 1987 and graduated Cum Laude with a B.A. in Mathematics from Boston College.

Bruce Levis works with a broad range of clients to help develop creative ideas and practical solutions to their unique financial issues. Bruce works closely with our team of financial planners and investment professionals to help clients structure and manage their affairs. He is a member of the Investment Committee and a Certified Financial Planner.

Prior to joining the firm in 1998, Bruce worked for the Vanguard Group of Investment Companies in both client service and mutual fund administration capacities.

Bruce received a B.S. degree in Financial Management from Susquehanna University and his M.B.A. from St. Joseph's University. He is also a Certified Financial Planner.

Doug Bender works with clients to develop customized long-term investment plans that reflect each client’s specific financial situation. He works closely with our team of investment and estate specialists to ensure thorough and effective strategies for each client.

Prior to joining the firm, Doug spent 29 years working for several securities firms, including Lehman Brothers and First Albany Capital. His responsibilities included the trading of tax-exempt securities, working with institutional accounts, and risk management.

Doug is a graduate of the University of Tampa with a B.S. in Business Administration and a B.A. in English Literature.

Jason Henninger is responsible for the day-to-day management of client accounts. He formerly served as an investment research analyst focusing on mutual fund evaluations for the firm. He participates on the Investment Committee. Jason is a graduate of Kutztown University with a B.S. in Business Administration. He is presently a candidate for the Certified Financial Planning degree.
 

Financial Planning

Earlaine's responsibilities include supervision of trust accounting and estate management, client tax reviews, and financial planning. She is a graduate of Moravian College with a B.S. in Accounting and a Certified Financial Planner, as well as a member of the Financial Planning Association.
 

Greg's responsibilities include preparation of financial plans and updates, tax reviews, and general financial planning. Greg is a graduate of Lehigh University with a B.S. degree in Business and Economics with a major in Accounting. He is presently a candidate for the Certified Financial Planning degree.
 

David joined McQueen, Ball in 2005 after spending almost ten years in public accounting. He is a graduate from the University of Scranton with a B.S. in Accounting. He also completed the Personal Financial Planning Certificate program at Moravian College in 2004. David is a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial Planner as well as a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
 

Toni joined McQueen, Ball in 1991 after 16 years of experience in the banking industry. Her responsibilities include client services, trust accounting, and corporate accounting.
 

Investment Operations and Account Management

Grant graduated from Juniata College with a B.A. degree in Economics. He was formerly a trader and margin specialist for a local discount brokerage firm and worked as an electronic order review specialist for Charles Schwab. Grant serves as an investment research analyst focusing on mutual fund evaluations for the firm.

Chris is responsible for the client account maintenance functions for the firm, including new account generation, investment transaction reconciliation, and quarterly/year-end report generation. Chris holds an Associates Degree in Accounting.
 

Leslie coordinates the operational aspects of the firm's fixed-income department, including trade processing, position reconciliation, and management of the client bond data base. Leslie has many years experience in the banking industry and holds a specialized degree in Accounting. She is currently pursuing a Bachelor's Degree in Business Administration.
 

Jeanne has broad previous experience in the area of corporate communications. She is responsible for all of our client mailings as well as maintaining our client data base. In addition, Jeanne handles all outgoing distribution of client funds including wire transfers and checks. Jeanne holds an Associates Degree in Business Management.