Tara Stensrud Receives Client Advocate Award from Avantax Planning Partners
Yeo & Yeo is proud to announce that Tara Stensrud, CPA, NSSA, PFS, received the 2023 Client Advocate Award from Avantax Planning Partners℠ (Avantax) at the 27th Annual Avantax Elevate conference.
The Client Advocate Award celebrates individuals who distinguish themselves through exceptional client service, proactive communication, and a deep dedication to understanding and meeting their clients’ financial needs. Stensrud’s commitment to these principles showcases her dedication to providing personalized, strategic financial guidance.
Working with both business owners and individuals, Stensrud has an unwavering passion for helping clients navigate their financial, succession, and retirement goals. To help elevate the level of service she can provide to clients, Stensrud earned the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 2023, allowing her to serve as an Investment Advisor Representative (IAR) with Yeo & Yeo Wealth Management (YYWM) and AvantaxSM.
Stensrud expressed her gratitude and shared her perspective on client advocacy in financial planning, saying, “Client advocacy means being a steadfast partner in each client’s financial journey. It involves not just offering advice but truly listening, understanding their unique circumstances, and working collaboratively to achieve their financial goals. Effective communication and mutual trust are the cornerstones of this relationship. I am honored to receive this award and will remain committed to helping my clients navigate their financial futures with confidence.”
Yeo & Yeo’s President and CEO, David Youngstrom, commended Stensrud’s achievement and the collective efforts of the YYWM team. “Tara’s recognition with the 2023 Client Advocate Award is a testament to her unwavering dedication to her clients. Her approach exemplifies the high standards we strive for at YYWM. Our entire team is committed to helping clients succeed through personalized service. Tara’s award highlights the exceptional talent within our firm and our shared commitment to excellence.”
Tara Stensrud is a tax & consulting principal based in Yeo & Yeo’s Midland office. She is a member of the firm’s Manufacturing Services Group and the Tax & Consulting Services Group, and leads Yeo & Yeo’s HR Advisor Solutions Group. Stensrud provides individual and business tax planning, consulting, compliance, and financial reporting to a broad range of clients with an emphasis on the manufacturing and agriculture sectors. She works with businesses and their owners, as well as individuals, on strategic and financial planning. She is a member of the Michigan Manufacturers Association and the Central Michigan Manufacturers Association. In the community, she serves as a board member of Shelterhouse and is a Midland Noon Rotary Club member. She joined Yeo & Yeo in 2006.
*Award(s) are neither representative of any client’s experience nor indicative of future performance.
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 AvantaxSM, 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.
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.