We’d like to wish a big CONGRATULATIONS to Lauren Nettles from our Carrollton office for officially passing all parts of the CPA Exam! We are so proud of all you’ve accomplished and can’t wait to see where you go from here.
St. Louis Small Business Monthly (SBM) recently announced Jeff Westerhold, MBA, CFP®, as one of the top five finalists on the publication’s annual “Best Wealth Managers”*. Westerhold, Principal of Scheffel Financial Services, will be featured along with the other finalists in the Business Owner’s Guide and in SBM’s Book of Lists. They will also be honored at a special luncheon on October 23rd.
Westerhold has been working in the financial services industry for over 25 years. At Scheffel Financial Services, he leads his team in assisting both individuals and business owners in developing custom-tailored financial strategies to their needs. His client services include estate and retirement planning, wealth management strategies, investment services, insurance analysis, and financial planning.
Westerhold received his Undergraduate Degree in Finance from Eastern Illinois University in 1987, and then his MBA shortly thereafter in 1989. He also earned his Certified Financial Planner (CFP®) designation in 2001. Outside of his work at Scheffel Financial Services, Westerhold is active in multiple community and nonprofit associations, including the Edwardsville Rotary club, Habitat for Humanity, and the Edwardsville/Glen Carbon Chamber of Commerce.
Since being founded in 2001, the team at Scheffel Financial Services offers independent, objective, customizable wealth management strategies to their clients. Their services include investment management, portfolio analysis, financial planning, estate and retirement planning, and both life and long-term insurance analysis. They are located in downtown Edwardsville and serve clients throughout the St. Louis and Southern Illinois regions. To contact Westerhold and his team at Scheffel Financial Services, please call 618.656.1207.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
*The St. Louis Small Business Monthly readership nominated individuals for this award and recipients were chosen based on number of nominations they received.
We are excited to introduce six new members of our growing team. The additions include Southern Illinois University Edwardsville graduates Sydney Boschert, Megan Messer, and Madeline Livvix; and Lindenwood University graduates Eric Radake and Rachel Alde. Most of whom completed our FOCUS Internship Program in Spring 2019 and will now continue their careers as our newest Staff Accountants. We also welcomed Paige Phelps as a Semi-Senior Accountant. Paige comes to us with two years of experience in public accounting.
Welcome to the team everyone!
Mark Korte, CPA, CCIFP was recently featured in the August issue of St. Louis Small Business Monthly as a “Top Accountant”. Mark was one of only three local CPAs honored. In the feature, Mark was asked was motivated him to help business owners. He responded saying, “Successful business owners have a vision of what their business can be and where they want their business to go. It is exciting to help them realize their vision and be by their side helping them through the hurdles along the way. Being a part of their team and working toward their goals is very fulfilling. Assisting them with building successful businesses also helps strengthen our communities, which helps us all.”
Congratulations to Mark on this recognition!
Scheffel Boyle has been nominated as a finalist for the Best Places to Work in Southwestern Illinois by the Illinois Business Journal! Help us reach the winner’s circle and cast your vote for us today! Voting ends August 19th and there’s no registration required to support us. Thank you for this great recognition!
We are excited to share that a total of 25 professionals were recently promoted throughout the firm. Congratulations and we wish you all the best in your new roles!
Crystal Bock, CPA (Jerseyville)
Jason Grunlund, CPA (Edwardsville)
Christopher Sobrino, CPA (Alton)
Patrick Meyer, CPA (Highland)
Taylor Jarvis, CPA (Highland)
Andrew Patterson (Edwardsville)
Nick Hoff, CPA (Alton)
Kayla Ervin (Edwardsville)
Katelin Feldman (Alton)
Travis Wellen, CPA (Belleville)
Noah Feldmeier, CPA (Belleville/Columbia)
Chad Frerichs, CPA (Alton)
Michael Kanallakan, CPA (Jerseyville)
Kyle Moist (Columbia)
Matt Caraway (Belleville)
Alyssa Kelsey (Belleville)
Kara Evans (Jerseyville)
Aaron Schumacher (Belleville)
Chloe Brock (Belleville)
Lauren Nettles (Carrollton)
Alex Stoff, CPA (Highland)
Julia Billhartz (Belleville)
Jordan Vonder Haar (Edwardsville)
Kayla Mitchell (Belleville)
We are excited to announce the recent promotion of Josh Andres, CPA to Principal!
Josh joined our firm in 2006 and serves clients out of the Alton office. He is a senior leader on the Construction Accounting Team and also specializes in working with governmental agencies and privately held businesses.
Josh graduated with both his B.S. and M.B.A. from Southern Illinois University Edwardsville and earned his CPA designation in 2010. He is active in the Riverbend Growth Association, the North Alton Godfrey Business Council, the Young Professionals Group of Alton, and serves on the Board of Directors for the Boys and Girls Club of Alton.
On behalf of his team at Scheffel Boyle, we’d like to wish Josh congratulations on this great accomplishment!
We are excited to share that we have climbed in the rankings on the St. Louis Business Journal’s annual Largest Accounting Firms lists. The Journal publishes two lists for ranking CPA firms each year: one based on number of CPAs and the other on number of professionals. Coming in at 14th on both lists last year, we are now ranked as the 13th largest by number of CPAs and the 12th largest by number of professionals in the entire St. Louis region.
Thank you to our clients, employees, and community partners for all they’ve done to help us grow and continue serving the St. Louis and Metro regions.
We had a great season this year for our annual Bowl for Kids’ Sake fundraiser, benefiting Big Brothers Big Sisters of Southwestern Illinois. Between our two teams, our employees raised an outstanding $5,100 to support the programs and overall mission of this wonderful, local organization.
Our bowlers go above and beyond for this event and we are so proud of all they accomplish. Thank you to everyone who supported them along the way and helped them reach their $5,000 goal.
The Tax-Manian Devils and the Ten-Key Strikers
Sarah Smith, Chad Frerichs, Elizabeth Heil, Josh Andres, Tyler Jackson, Lisa Bohnenstiehl, Marissa Dycus, and Jenna Andres
(Not pictured: Crystal Bock and Carrie Evans)
We are so excited to announce that we have, once again, been featured on the “Best Accounting Firms” list in St. Louis Small Business Monthly. We truly appreciate everyone who took time out of their day to nominate us. And, of course, this recognition really goes out to our amazing, hard-working, dedicated staff for all they do for our clients day in, and day out.
Serving St. Louis, the Metro-East and Southwestern Illinois since 1924.