Broker Check

Team

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.

 

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...

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Shelby Greenwalt

Tax Manager & Financial Advisor

(618) 842-2902

(618) 842-3302

Shelby graduated from the University of Southern Indiana with a Bachelor’s degree in Accounting and Professional Services in 2018. She went on to earn a Master’s degree in Business Administration from the University of Southern Indiana...

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Rachel Hefley

Bookkeeper/Payroll Clerk

(618) 842-2902

(618) 842-3302

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...

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