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 has worked at our office since 2007. In addition to being a CPA he also maintains certifications as a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist.
Matt has been a member of the Premium Service Club of Avantax Investment Services℠ since 2014. Avantax Investment Services℠ extends Premium Service Club invitations to Advisors in the top 10% of the 4,800 Advisors affiliated with the firm. By attaining Premium Service Club status, Matt has access to a specialized premium support group at Avantax Investment Services℠. The Premium support group helps top tier Advisors focus on more advanced wealth management and estate planning strategies for clients. As a Premium Service Club Member, he receives specialized training to better serve clients.
Matt has previously received the Avantax Pacesetters recognition and served on the Avantax President's Advisory Council. Avantax Investment Services℠ Pacesetters is a company‐wide program designed to recognize Avantax Investment Services℠‐affiliated advisors at various stages of their investment planning practice for their commitment to providing clients with investment services and strategies that will help them work toward a brighter financial future. The Avantax President's Advisory Council is composed of 12 Avantax-affiliated Advisors who have demonstrated great leadership in their business and in their communities. They help shape Avantax’s strategic plan and improve the company’s client and advisor experience by drawing on their expertise and insight.
In his free time he enjoys spending time with his wife Rachel and daughter Penelope, they attend Mt. Vernon Baptist Temple where he helps in the youth department. Matt serves as treasurer for the Fairfield Memorial Hospital Foundation Board, The Fairfield Community Highschool Foundation Board and the Jefferson County CEO, Inc. Board. Matt also enjoys playing golf with his friends, family and clients.
Certifications: Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist, and Certified Fraud Examiner
Education: Bachelor Degrees in Accounting and Economics/Finance from Southwest Baptist University