Saginaw, MI: Yeo & Yeo is pleased to
announce Andrew Matuzak, CPA, PFS, as the
leader of Yeo & Yeo Wealth Management (YYWM), effective January 1, 2025. With over 13 years of experience in financial, accounting,
and advisory services, Matuzak brings a deep passion for client service to his
new role.
Matuzak
succeeds Pete Bender, who successfully led YYWM for six years. Reflecting on
his new role, Matuzak said, “I am honored to lead Yeo & Yeo Wealth
Management. Building on the strong foundation Pete and our incredible team
established, I look forward to helping our clients achieve their financial
goals.”
Matuzak
is a highly credentialed professional specializing in financial, retirement,
tax, and trust and estate planning. As a Certified Public Accountant (CPA),
Personal Financial Specialist (PFS), and Investment Advisor Representative with
Series 7 and Series 63 securities licenses, Matuzak combines his tax expertise
with his knowledge of wealth management to provide clients with comprehensive
financial strategies.
Matuzak also
co-leads Yeo & Yeo’s Trust/Estate/Gift Tax Services Group and the Death
Care Services Group. He is a member of the Great Lakes Bay Estate Planning
Council and frequently shares his insights on Yeo & Yeo’s Everyday Business
Podcast. In the community, he serves as treasurer of both the Thomas Township
Business Association and the Rotary Club of Saginaw Valley, and is a member of
the Saginaw Valley State University Advisory Board Council. Matuzak is also a 2023
graduate of Leadership Saginaw County, exemplifying his dedication to leadership
development and community engagement. He is based in the firm’s Saginaw office.
“As
Andrew steps into this leadership role, his vision and strategic mindset are
already shaping the future of Yeo & Yeo Wealth Management,” said Yeo &
Yeo President & CEO Dave Youngstrom. “We’re excited to see the positive
impact his guidance will bring to our team and clients.”
This
announcement comes after a remarkable year for YYWM. In 2024, the company was
recognized at the 27th Annual Avantax Elevate Conference with multiple awards,
including the Growth Award, Risk Management Partner Award, and Top Wealth
Advisory Firm in the large firm division. Yeo & Yeo also recently
celebrated 30 years of offering financial planning services.
Today, Yeo
& Yeo Wealth Management works closely with Avantax®, a national
leader in tax-smart investing and financial planning. With Avantax, YYWM
provides comprehensive services, including asset management, retirement
planning for individuals and businesses, estate planning strategies, and
business transition solutions. The firm’s Guidance Planning Strategies (GPS)
program offers clients an interactive approach to visualize their financial
future, designing a plan that meets their goals and analyzing factors that can
affect strategy. At the heart of these services is a commitment to guiding
clients through complex financial decisions with confidence and clarity. Learn
more about YYWM at yeoandyeo.com/wealth-management.
About Yeo & Yeo Wealth
Management
Yeo & Yeo Wealth Management (https://www.yeoandyeo.com/services/wealth-management/wealth-management) 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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