Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Matthew R. Hefley, CPA, CFP®, PFS, CFE
Financial Advisory & CPA
Matt earned Bachelor of Science degrees in Accounting & Economics/Finance from Southwest Baptist University in Bolivar, Missouri in May of 2009. He successfully completed the CPA exam in the fall of 2009. Matt worked as an intern at...
Senior Technology Consultant
Tax and Investment Service Specialist Assistant
Rachel earned her Bachelor of Secondary Education from West Coast Baptist College in Lancaster, California in May of 2014, majoring in Business with a minor in Spanish. Rachel worked as a part-time secretary in our office while...
Becky joined our staff in August of 1993. She earned an Associate in Science degree from Illinois Eastern Community College. Her responsibilities include sales tax and income tax preparation, W-2 and 1099 preparation and processing...