Welcome Wagon!

We are proud to officially introduce our new Staff Accountants: Jessica Lake, Zach Williams, Evan Tyson, and Jett Durr. All are graduates of Southern Illinois University Edwardsville’s Accounting Program. Jessica will be working out of our Alton office, Zach and Evan will be in Belleville, and Jett in Edwardsville.

We are excited to have you all. Welcome to the team!

Well Wishes & Congratulations

We’d like to take a moment to recognize two members of our team who recently retired. Principal Steve Pembrook and Firm Administrator Kathy Gillen dedicated a combined total of more than 60 years to our firm and both entered retirement as of December 31st, 2019.

Steve was a dynamic and thoughtful leader of our firm. Serving clients out of our Alton office, he was a senior leader on our Audit and Assurance Team, as well as the Agribusiness Team. Steve’s contributions to our firm can never be measured. Whether through training initiatives or firm growth, he has made a lasting impact on Scheffel Boyle for generations to come.

Kathy worked behind the scenes at Scheffel Boyle, ensuring our team had quality benefits and administrative support. She was the main contact for all seven of our offices and wore many hats throughout her time with us. Kathy always made herself available to both clients and staff. She was hardworking and a valuable person to have on our team for so many years.

Congratulations to both Steve and Kathy on entering this new and exciting phase of life. Thank you for dedicating your impressive careers to our firm. We wish you both all the best and you will be greatly missed!

Extended Tax Season Hours Begin January 15th

To better accommodate our clients, we extend our office hours during tax season to allow for evening and weekend appointments. Please note these hours listed below so we can better serve you. Thank you for choosing Scheffel Boyle!

Monday through Thursday

8am to 8pm


Fridays

8am to 6pm


Saturdays

8am to 3pm (through February)

8am to 5pm (thereafter through April 15)

Dennis Ulrich & Jeff Westerhold Honored by Rotary International

Managing Principal Dennis Ulrich and Scheffel Financial Services, Inc. Principal Jeff Westerhold were among five individuals recently honored by Rotary International with the Paul Harris Fellow recognition. The Paul Harris Fellow program was established in Rotary in 1957 with an overall purpose to honor and recognize individuals for their “generous, ongoing support of the Rotary Foundation.”

Dennis and Jeff have been active supporters and members of the Edwardsville and Goshen Rotary clubs for many years. Congratulations to you both on this great achievement!

Click here to learn more about the Paul Harris Fellow recognition.

Paul Harris Fellow Honorees

Matt Warren, Dennis Ulrich, Nicole Kline, Michael Wenos, Jeff Westerhold

Signed, Sealed, & Delivered!

We are excited to announce that our care packages for the troops have been mailed and delivered to our much deserving deployed soldiers. Through our Friends Trivia fundraiser held this past November, our team raised the money necessary to send some treats and basic essentials to 10 soldiers and one troop currently stationed overseas.

So why the care packages? Well, each year, our employees perform a service project for our Scheffel Boyle Shares program. For this year’s Shares project, our team set a goal to send care packages to deployed troops either from our local area or with connections in our community. We did our best to personalize the packages for each soldier, and we hope that the treats and comforts of home somehow brighten their day and make their time away a little easier.

We would like to send a sincere thank you to everyone who supported this project. Our team did a great job not only organizing the trivia fundraiser, but also assembling and mailing a whopping 34 care packages for our troops. And, of course, thank you to our servicemen and women for their sacrifice and service. We appreciate all you do.

 

Holiday Hours

Our offices will be closed on Wednesday, December 25th for Christmas Day and Wednesday, January 1st for New Years Day so our employees can spend time with those they love.

We wish everyone a safe and happy Holiday season!

Friends Trivia for the Troops

Could we BE more excited?!

What could be better than a night of Friends Trivia? Well, we channeled our inner UNAGI and thought, Friends Trivia for the Troops of course! All proceeds and donations received from this event will go toward our Scheffel Boyle Shares project for the year of assembling care packages for troops deployed overseas. Please consider participating for a night of fun and philanthropy!

Friends Trivia for the Troops
Big Daddy’s Edwardsville
Wednesday, November 13th
Registration Opens at 6:30, Trivia Starts at 7pm

Reserved seating is SOLD OUT! Overflow seating will be available that evening first come, first serve for a limited number of tables on a heated, enclosed patio.

Be sure to follow the event on Facebook to get updates!


Want to earn some mulligans?

Bring a donation for our Troops from the wishlist below and you’ll earn mulligans! Max of 5 mulligans per team.

  • High-quality socks (black crew length)
  • Good soap, shampoo, body wash, or face wash
  • Toothpaste, toothbrushes, and floss
  • Travel-size deodorant
  • Sodoku books and crossword puzzles
  • Instant coffee
  • Crystal Light drink packets
  • Instant sweet tea packs
  • Reese’s, M&Ms, and other candy
  • Fruit snacks
  • Baby wipes
  • Sunscreen
  • Hand sanitizer
  • Lens cleaning cloths
  • Magazines and books
  • Board games
  • Decks of cards
  • Puzzles
  • Batteries (AA and AAA)
  • Slim Jims
  • Protein Bars
  • Gum
  • Sunflower Seeds
  • Twizzlers
  • Beef Jerky
  • Hair ties
  • Bobby pins
  • Dried fruit
  • Stamps
  • Words of encouragement/letters/LOVE

 

Download our event flyer here!

Robyn Klingler Featured as a “Top Employee”

We are excited to share that Robyn Klingler, CPA has been featured as a “Top St. Louis Employee” by St. Louis Small Business Monthly in the magazine’s annual feature. Robyn is a Manager and has been with us since 2003. With more than 20 years of experience in public accounting, she is a valuable member of our A&A Quality Control Team and specializes in audit and assurance practices, particularly for governmental clients, school districts, and for-profit entities. Robyn is also responsible for providing in-house training and continuing education for our team. She is a graduate of the University of Illinois, a recipient of the Carrollton High School Alumnus Award, and a well-respected member of her local community of Carrollton, Illinois.

Each year, Small Business Monthly polls its readers and past honorees to find the “A-Players” for this feature. We are very proud of Robyn and all she has accomplished. Congratulations, Robyn!

Click here to read Robyn’s feature and learn about the other honorees.

 

We have a new CPA!

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.

Jeff Westerhold a Finalist on “Best Wealth Managers in St. Louis” List

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.