Our People

Yeo & Yeo Promotes Zaher Basha to Principal

Yeo & Yeo Celebrates 30 Years of Offering Financial Planning Services

What Are Retained Earnings — And Why Do They Matter?

Our People. Our Greatest Asset.

When it comes to thriving, only the best people make that happen. We are 250+ dedicated professionals helping clients across diverse industries throughout our beautiful state. We work together to bring our clients the insights of a diverse team ready to assist with your business goals and unique challenges.

Our People

CPAs & Advisors

David Youngstrom

CPA

President & CEO

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Marisa Ahrens

CPA

Principal

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Sophia Alexander

CPA

Manager

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Ali Barnes

CPA, CGFM

Managing Principal

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Zaher Basha

CPA, CM&AA

Principal

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Daniel Beard

CPA

Manager

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Jim Bellor

CPA

Senior Manager

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David Berger

CPA

Principal

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Matt Black

ASA

Senior Manager

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Jordan Bohlinger

Manager

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Brandon Brom

CPA

Manager

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Kelly Brown

CPA, MST

Senior Manager

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Shannon Champagne

CPA

Manager

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Danielle Cary

CPA

Principal

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Terrie Chronowski

E.A.

Tax Supervisor

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Timothy Crosson Jr.

CPA

Principal

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Shawn Davis

CPA

Manager

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Nicole Demand

CPA

Manager

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Bradley DeVries

CPA, CAE

Managing Principal

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Brian Dixon

CPA

Managing Principal

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James Edwards III

CPA

Senior Manager

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Michael Evrard

CPA

Principal

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Derrick Friend

CPA

Manager

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John W. Haag Sr.

CPA/ABV, CFF, CVA

Managing Principal

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Jordan Hale

CPA

Manager

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David Jewell

CPA

Managing Principal

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Kristi Krafft-Bellsky

CPA

Director of Quality Control

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Andrew Kramer

CPA

Senior Manager

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Alan LaDuke

CPA, MST

Principal

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Carrie Lapka

CPA, CPPM

Senior Manager

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Megan LaPointe

CPP

Payroll Manager

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Christina LaVielle

Manager

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Suzanne Lozano

CPA

Principal

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Danielle Lutz

CPA

Manager

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Andrew Matuzak

CPA, PFS

Principal

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James McAuliffe

CPA, MST

Principal

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Chelsea Meyer

CPA

Senior Manager

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Rebecca Millsap

CPA, PFS

Managing Principal

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Tammy Moncrief

CPA

Managing Principal

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Madi Moreau

CPA

Manager

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Michael Oliphant

CPA, CVA

Principal

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Thomas O’Sullivan

CPA, CFE

Managing Principal

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Alan D. Panter

CPA, CGFM

Principal

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Christine Porras

CPP

Payroll Supervisor

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Zoey Provenzano

CPA

Manager

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Kyle Richardson

CPA

Manager

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Kellen Riker

CPA

Manager

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Jamie Rivette

CPA, CGFM

Principal

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Marc Roedel

CPA

Manager

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Jessica Rolfe

CPA

Principal

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Michael Rolka

CPA, CGFM

Principal

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Roselynn Sharman

Outsourced Business Operations Manager

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Christopher Sheridan

CPA, CVA

Principal

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Jacob Sopczynski

CPA

Principal

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Eric Sowatsky

CPA, CGMA, NSSA, PFS

Principal

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Michelle Spunar

CPA

Senior Manager

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Bill Stec

Manager of Recruitment & Campus Relations

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Tara Stensrud

CPA, NSSA, PFS

Principal

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Wendy Thompson

CPA

Training Manager

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Jennifer Tobias

CPA

Principal

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Steven Treece

CPA, PFS

Senior Manager

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Rachel Van Slembrouck

CPA

Principal

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Avery Warren

Recruiter

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Jennifer Watkins

CPA

Principal

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Alex Wilson

CPA

Principal

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Michael Wilson II

CPA

Manager

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Technology

Jeff McCulloch

President

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Fred Miller

Vice President

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Medical Billing & Consulting

Kati Krueger

CMPE

President

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Traci Cook

CPC, CPMA

Billing and Coding Consultant

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Denise Garrett

COC, CPC, CPCO, CPMA, CPPM, CSFAC

Billing Manager

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Wealth Management

Pete Bender

CFP®

Leader of Yeo & Yeo Wealth Management

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Daniyal Ahmed

CFP®

Financial Planning Consultant

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Matthew Cash

CFP®

Financial Planning Consultant

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