Yeo & Yeo Celebrates 30 Years of Offering Financial Planning Services
Yeo & Yeo proudly celebrates a significant milestone—30 years of providing financial planning services.
In 1993, two Yeo & Yeo Principals became licensed to sell mutual funds, retirement accounts, and annuities, and the firm began to offer financial planning services in response to growing client demand for long-term financial solutions. The following year, Yeo & Yeo’s financial planning company was legally incorporated.
Today, Yeo & Yeo Wealth Management (YYWM) works closely with Avantax, a leader in tax-smart investing, financial planning, and wealth management. This collaboration allows Yeo & Yeo to offer a comprehensive, tax-focused approach to financial planning.
Under the leadership of Pete Bender, CFP®, YYWM has expanded its team and service offerings over the past six years. Several team members, including Andrew Matuzak, Rebecca Millsap, Eric Sowatsky, Tara Stensrud, and Steven Treece, have earned the Personal Financial Specialist (PFS) designation, awarded to CPAs with specialized knowledge in financial planning.
Yeo & Yeo Wealth Management has also been recognized as a leading firm. At the 27th Annual Avantax Elevate Conference, YYWM was honored with several awards, including:
- The Growth Award, which celebrates firms that have successfully implemented a wealth management growth plan and seen exceptional year-over-year results.
- The Risk Management Partner Award, recognizing firms that work closely with the Avantax insurance and annuity teams to provide clients with comprehensive risk management strategies.
- Top Wealth Advisory Firm in the large firm division, celebrating companies that have excelled in offering clients best-in-class financial planning and wealth management experiences.
In addition, Avantax named Pete Bender to the President’s Club, and Tara Stensrud, CPA, NSSA, PFS, received the 2023 Client Advocate Award for her dedication to client success.
As Yeo & Yeo celebrates three decades of financial planning services, we remain committed to what has always been at the heart of our work—our clients. Looking ahead, we’re excited for Andrew Matuzak to take the reins of YYWM starting January 1, 2025.
“We’ve always believed that the strength of our financial planning services lies in our commitment to personalized, client-focused solutions,” says Andrew Matuzak, CPA, PFS, Principal at Yeo & Yeo CPAs & Advisors. “Our goal is to continue growing and evolving with our clients, offering the guidance they need to navigate life’s financial challenges.”
For more information about Yeo & Yeo Wealth Management, visit yeoandyeo.com/services/wealth-management.
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.