Who We Are
Queen Financial Services Corporation is an investment and tax management firm focused on helping individuals, families, and business owners make thoughtful financial decisions. We take the time to understand each client’s goals, priorities, and concerns, then build a coordinated approach designed around their needs.
As an independent firm, QFSC does not offer proprietary investment products. Instead, we focus on providing personalized guidance across investments, retirement planning, tax strategies, estate planning considerations, and insurance planning.
We often serve as a financial guide, helping clients coordinate the different pieces of their financial lives and connecting them with trusted professionals when additional expertise is needed.
Meet Our Team
Our team combines professional experience with personal service to help clients navigate important financial decisions and stay focused on what matters most to them.
David Queen, MBA, CPA, ChFC, AEP®, CAP®
President & Registered Principal of LPL Financial