Andrew Matuzak, CPA, PFS

Leader of Yeo & Yeo Wealth Management

CPAs & Advisors,
Wealth Management

Andrew Matuzak leads Yeo & Yeo Wealth Management, the firm’s financial planning entity. He is a member of the firm’s Tax Services Group, co-leader of the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning PartnersSM, Andrew works hand-in-hand with clients to connect tax strategy to financial planning goals. He joined Yeo & Yeo in 2011 and is based in the firm’s Saginaw office.

Specializations

    • Financial planning for individuals
    • Retirement planning for businesses
    • Individual and business taxation and tax planning
    • High-net-worth individual taxation
    • Trust and estate administration
    • Trust, gift and estate taxation
    • Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance

Professional Certifications and Education

    • Investment Advisor Representative
    • Series 7 and Series 63 Security Licenses
    • Certified Public Accountant
    • Personal Financial Specialist (PFS)
    • Saginaw Valley State University – Bachelor of Professional Accountancy
    • Dale Carnegie graduate

Professional Membership

    • American Institute of CPAs
    • Michigan Association of CPAs
    • Michigan Funeral Directors Association
    • Michigan Cemetery Association
    • Great Lakes Bay Estate Planning Council

Community Involvement

    • Leadership Saginaw County graduate, June 2023
    • Rotary International District 6310 Finance Committee
    • Rotary Club of Saginaw Valley, Treasurer and Past President
    • Thomas Township Business Association, Treasurer
    • SVSU Advisory Board Committee
    • Saginaw Valley Young Professionals Network
    • Friends of Theodore Roethke Foundation, Volunteer