Shelby Kay Greenwalt

Current Employers

Employment History

• 10/2021 → Present
  Hefley & Associates, P.C.
  Fairfield, IL
• 08/2019 → 10/2021
  Ss&C Technologies
  Evansville, IN
• 03/2019 → 08/2019
  Student
  Evansville, IN
• 12/2018 → 03/2019
  Dauby O'COnnor & Zaleski, Llc
  Carmel, IN
• 07/2018 → 12/2018
  Sabic Innovative Plastics
  Mt. Vernon, IN
• 08/2017 → 07/2018
  University Of Southern Indiana
  Evansville, IN
• 06/2017 → 08/2017
  Continental Tire The Americas, Llc
  Mt. Vernon, IL
• 12/2016 → 06/2017
  Student
  Ina, IL
• 09/2015 → 12/2016
  Rend Lake College
  Ina, IL
• 09/2024 → 09/2025
  Avantax Investment Services Inc.
  Fairfield, IL
• 09/2024 → 09/2025
  Avantax Advisory Services
  Fairfield, IL
• 10/2021 → Present
  Hefley & Associates, P.C. (Wm)
  Fairfield, IL
• 10/2021 → Present
  Hefley & Associates, P.C.
  Fairfield, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mt Vernon, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-06-24 → 2025-09-05
  Avantax Advisory Services
  Fairfield, IL
  Mt. Vernon, IL
  Dallas, TX

Other Businesses

1) FAIRFIELD MEMORIAL HOSPITAL FOUNDATION POSITION: Treasurer NATURE: The purpose of the non-profit organization Fairfield Memorial Hospital Foundation is to provide a base of financial stability for Fairfield Memorial Hospital. The foundation raises funds that help with expansions and renovations of hospital facilities to help better service the surrounding community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/09/2024 ADDRESS: 303 Northwest 11th Street, Fairfield IL 62837, United States DESCRIPTION: Responsibilities related to the treasurer role include making deposits, preparing checks in QB to be reviewed and signed by the president, reconciling bank statements and preparing financial statements for review at quarterly board meetings. Additional responsibilities include assisting in the planning and operating of fundraising events. 2) HEFLEY & ASSOCIATES, P.C. (WM) POSITION: Wealth Management Assistant NATURE: Hefley & Associates, P.C. is a wealth management firm who provides assistance in investment services including both advisory and brokerage accounts, financial planning including retirement planning, tax planning, college planning and estate planning, and insurance services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 62 START DATE: 10/04/2021 ADDRESS: 204 S.E. Third St, Fairfield IL 62837, United States DESCRIPTION: My responsibilities as a wealth management assistant include preparing reports for client meetings, assisting in preparing paperwork for account openings, and assisting in updating and maintaining current accounts such as updating account information, checking that distributions have gone out and preparing paperwork to add features such as standing payment instructions to client accounts. 3) HEFLEY & ASSOCIATES, P.C. POSITION: Tax Specialist NATURE: Hefley & Associates, P.C. is a public accounting firm who services individuals and small businesses. Services include tax planning and preparation, bookkeeping, and payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 62 START DATE: 10/04/2021 ADDRESS: 204 S.E. Third St, Fairfield IL 62837, United States DESCRIPTION: My responsibilities include bookkeeping and accounting services and tax preparation. For bookkeeping and accounting, my main responsibilities include bookkeeping, reconciling bank statement and preparing financial statements to be reviewed by professional staff, preparing quarterly payroll tax returns and running payrolls. My responsibilities in the tax practice include preparing tax returns, helping with end of year tax planning, and assisting in responding to tax notices and letters for our clients.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-24

Other Names

• Shelby Kay Collins
• Shelby Greenwalt
• Shelby Collins