Flint, MI: Yeo & Yeo is
pleased to announce that Rebecca Millsap, CPA, and Steven Treece, CPA, have earned the
Personal Financial Specialist (PFS) designation from the American Institute of
Certified Public Accountants.
The PFS
credential is awarded to CPAs with extensive training and experience in
financial planning. This knowledge enables Millsap and Treece to provide more
informed and strategic advice, particularly in tax planning, estate planning, risk
management, and investment strategies.
Millsap,
who has been with Yeo & Yeo since 1994, is the Managing Principal of the
Flint office. She leads the firm’s Estate and Trust Group and finds joy in
helping clients plan for their futures and protect their legacies. Her knowledge
spans taxation, financial reporting, business consulting, and strategic
planning. Beyond her professional role, Millsap is dedicated to her community,
serving as treasurer of the Flint Rotary Club and on the Finance Committee for
both the Grand Blanc Chamber of Commerce and Holy Family Catholic Church in
Grand Blanc.
Reflecting
on earning this credential, Millsap shared, “Estate planning and financial
planning often go hand in hand. When I help clients plan for the future, I look
at the full picture, including their goals and potential tax burden. Earning
this credential has given me even more insight to help my clients succeed.”
Steven Treece
joined Yeo & Yeo in 2013 after receiving his bachelor’s degree in
accounting from the University of Michigan. Treece is a senior manager and
member of the firm’s Agribusiness Services Group and Estate and Trust Services
Group. He enjoys guiding clients through the complexities of taxation and
providing thoughtful advice. He is a mentor within the firm, hosting internal
podcasts to help his colleagues enhance their client service skills. Active in
the community, Treece is a board member of the Rotary Club of Burton board and
served as past president. He supports the Old Newsboys of Flint and volunteers
with the Food Bank of Eastern Michigan and the Genesee County Habitat for
Humanity.
“Delivering
five-star client service has consistently been my priority,” Treece said.
“Earning this credential reflects my dedication to best supporting my clients,
ensuring they can confidently navigate complex financial landscapes.”
About Yeo & Yeo Wealth Management
Yeo & Yeo Wealth Management (www.yeoandyeo.com) helps businesses and individuals with their
wealth management and investment strategies. Working closely with Avantax®, a
national wealth management company, Yeo & Yeo Wealth Management delivers a
holistic approach that connects financial planning, tax strategies, and
insurance solutions. Wealth management services are offered in Yeo & Yeo’s offices throughout Michigan.
Avantax WM HoldingsSM
is the holding company for the group of companies providing financial services
under the Avantax® name.
Investment advisory services are offered through Avantax Planning PartnersSM.
Commission-based securities products are offered through Avantax Investment
ServicesSM, Member FINRA, SIPC. Insurance services offered through
licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100,
Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo
& Yeo Wealth Management. Although Avantax does not provide or supervise tax
or accounting services, our Financial Professionals may offer these services
through their independent outside business. Not all Financial Professionals are
licensed to offer all products or services. Financial planning and investment
advisory services require separate licenses.
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