James R. Haefele named Leading Partner
Effective February 17, 2025, James R. (Jim) Haefele CPA, ABV, CVA, CFF, MAFF assumed the role of Leading Partner. This transition marks a new chapter in our firm’s ongoing commitment to excellence, innovation, and client success.
With over 25 years of experience in accounting, compliance, and business advisory, Jim has played a pivotal leadership role in fostering a culture that prioritizes both client and employee success. As Leading Partner, Jim will focus on strengthening relationships, expanding services, and advancing the firm’s long-term vision.
Jim Rogers, who has served as Managing Partner for 11 years, expressed his confidence. “Jim Haefele embodies the values and forward-thinking approach that define Haefele Flanagan,” said Rogers. “His dedication to our clients, our team, and our mission makes him the ideal choice to lead us. I’m excited to see how his guidance shapes our firm’s success.” Jim Rogers will continue to support Jim Haefele until his retirement on December 31, 2025.
Under Jim Rogers’ leadership, Haefele Flanagan has achieved significant milestones, including its merger with Trilogy Partners (now HFConsulting), the implementation of EOS® to drive long-term growth, and recognition as one of NJBIZ Best Places to Work 2024 and Accounting Today Best Firms to Work For 2024. The firm has also demonstrated a strong commitment to community and philanthropy, including donations exceeding $650,000 to The Alzheimer’s Foundation. With solid groundwork in place, Jim Haefele will double-down on personal relationships and tailored strategies that will make an impact for clients.
“I am honored to continue the legacy of excellence at Haefele Flanagan,” said Jim Haefele. “As the accounting and advisory industry undergoes significant consolidation, we have an opportunity to differentiate ourselves by delivering hands-on, customized solutions that larger firms often overlook. Additionally, the rapid evolution of artificial intelligence and emerging technologies presents unprecedented opportunities for businesses and advisory firms. Integrating cutting-edge AI solutions can enhance efficiency, optimize client outcomes, and ensure that Haefele Flanagan remains at the forefront of innovation.”
For more than 55 years, Haefele Flanagan has been a trusted partner to businesses and individuals. Under Haefele’s leadership, the firm will gain momentum to provide expertise and innovation with a personal approach across all services.