AboutLeading Since 1995
Who We Are Where We Come From
A Long View, Close to Home
Hefley & Associates opened in 1995, and we've spent the years since working alongside individuals and small businesses across Southern Illinois. Being a certified public accounting firm who also manage wealth means that financial questions and their tax consequences land on the same desk. How we handle that owes a great deal to this corner of the country and the people in it.
Around here, a name carries weight and word gets around, so you don't last long without giving people real reasons to stay. We've worked with many of the same families and businesses since the start, and in some cases, we now serve the children of our first clients. That kind of continuity says more about us than any claim we could make.
What Guides Us
Two things have guided us since the beginning. Integrity and truthfulness sit together for us, which means you get the honest read on a decision, even when the answer isn't the convenient one.
Meet The Team The Standard That Starts At The Top
We never stepped back from our clients to run things from behind a desk, so we're still the ones reviewing your return and sitting in when your plan takes shape. Staying that close lets us hold the rest of the team to the same standard we hold ourselves to, and it's why no two plans we put together look quite the same.
Matthew R. Hefley, CPA, CFP®, PFS, CFE
Senior Financial Advisor, CPA
Shelby Greenwalt
Enrolled Agent and Financial Advisor
Margie Swan
Receptionist and Payroll Clerk
Tobey Reynolds
Receptionist and Payroll Clerk
Rachel Hefley
Bookkeeper and Payroll Clerk
Regina Dunn
Staff Accountant