Yeo & Yeo Honors Employees for Longevity
Yeo & Yeo recognized 18 associates across the firm and its affiliates for years of dedicated service at the firm’s annual holiday celebration held at Horizons Conference Center in Saginaw.
Thomas Hollerback, President & CEO, Saginaw, is CEO for all of Yeo & Yeo’s nine offices and affiliates, was honored for 35 years of service. Tom serves on Yeo & Yeo’s Board of Directors, is the Cornerstone Leader for Yeo & Yeo’s One Firm Concept, and M & A and Investments. He has served as the chairman of the Saginaw Medical Federal Credit Union for more than 20 years.
Peter Bender, CPA, CFP, Managing Principal, Saginaw, was honored for 30 years of service. Peter is the Managing Principal for Yeo & Yeo’s Saginaw office, is the leader for affiliate Yeo & Yeo Financial Services and is a member of Yeo & Yeo’s board of directors. He also serves on the board of Wellspring Lutheran Services, is board chairman for the Frankenmuth Credit Union and serves on the Valley Lutheran High School Growing Campaign committee. Check the background of Pete Bender on FINRA’s Broker Check.
Michael Oliphant, CPA, CVA, CFE, Principal, Kalamazoo, was honored for 25 years of service. Michael is the firm’s Organic Growth Cornerstone leader and a member of the Business Valuation and Litigation Support Services Group. He specializes in business consulting, financial reporting, and tax planning and preparation. Michael is a member of the Rotary Club of Kalamazoo and treasurer of Kalamazoo Habitat for Humanity.
The following professionals were honored for 20 years of service.
Danielle Cary, CPA, Principal, Ann Arbor, Danielle leads the firm’s State and Local Tax Team and serves in the Tax Service Line. She has expertise in tax planning services for individuals and businesses, multi-state taxation, and business consulting.
Brian Dixon, CPA, Principal, Saginaw, serves in the Assurance Service Line and has expertise in audits for healthcare organizations, schools, and nonprofits. He is board treasurer for the United Way of Saginaw County and the Frankenmuth Credit Union. He also serves on the board of the Saginaw Area Jaycees Foundation.
Denise Garrett, CPC, CPPM, CSFAC, AAPC Fellow, Training & Development Coordinator, Yeo & Yeo Medical Billing & Consulting, is an account manager and helps staff with coding questions and appealing claims. She also works on consulting projects including billing audits and chart audits. Denise is a Certified Professional Coder and a Certified Foot & Ankle Surgical Coder, with expertise in the coding of diagnoses, services, and procedures for physician practices.
Suzanne Lozano, CPA, Principal, Saginaw, leads the firm’s Consulting Service Line, with a focus on healthcare. She serves on the Saginaw County Chamber board and is involved with the Mid-Michigan Children’s Museum, Heritage High School, and Peace Lutheran Church and School.
Christine Porras, Payroll Supervisor, Saginaw, oversees client payroll services. She is a co-founder of the Great Lakes Bay Chapter of the American Payroll Association. She is also the treasurer of the Saginaw County Veteran’s Memorial Plaza.
Jean Vollink, CPA, Tax Supervisor, Kalamazoo, works part-time in the Consulting Service Line and the Tax Service Line with a focus on tax preparation and serves on the firm’s Tax Services Group and the Estate & Trust Services Group. She joined Yeo & Yeo through a merger and brought with her 23 years of prior accounting experience.
The following professionals were honored for 15 years of service.
Linda Bender, Accounting Assistant, Yeo & Yeo Technology, works part-time and has expertise in purchasing, hardware and software billings, and merchandise returns. She is active in three different ministries at St. Lorenz Church in Frankenmuth.
Kimberly Jako, Administrative Assistant, Kalamazoo, is responsible for tax e-filing and document formatting and management. She is a volunteer with the Kalamazoo Animal Rescue.
Kristi Krafft-Bellsky, CPA, Director of Quality Control, Saginaw, is responsible for internal quality control throughout Yeo & Yeo’s nine offices and implements policies to comply with professional standards and regulatory requirements and oversees the firm’s peer review process. Kristi is the treasurer and chair of the Frankenmuth Community Foundation’s Legacy Ball. She is also the treasurer of the Frankenmuth Jaycees’ $1 million spray park project.
Jan Morris, Payroll Accountant, Saginaw, works part-time processing payroll for clients. She served the Saginaw Valley Concert Association as a board member for six years and board president for three years.
The following professionals were honored for 10 years of service.
Marisa Ahrens, CPA, Manager, Saginaw, audits employee benefit plans, nonprofits, school districts, and healthcare organizations. Marisa is the board treasurer for the Saginaw County Business & Education Partnership, a board member for the Mid-Michigan Children’s Museum, a member of the Frankenmuth Jaycees and an AYSO 5U assistant soccer coach.
Jody Darby, Help Desk Coordinator, Yeo & Yeo Technology, works with customers to schedule appointments, solve problems and assist with inquiries. She also coordinates multiple dispatch schedules for the affiliates and technicians.
Jen Gibas, Administrative Assistant, Saginaw, serves in the Consulting Service Line and leads the Administrative Assistant team in Saginaw. She serves two of the Saginaw office principals and performs many administrative tasks to keep the office running smoothly. She oversees most of the supply ordering for the firm.
David Jewell, CPA, Principal, Kalamazoo, is the leader of the firm’s Tax Service Line and is responsible for the oversight of the firm’s tax services. He devotes significant time to the Boys & Girls Club of Greater Kalamazoo – he serves on the Club’s executive committee and is board treasurer and chair of the finance committee.
Jessica Rolfe, CPA, Senior Manager, Saginaw, is an auditor and leads the firm’s Nonprofit Services Group. She serves in the Assurance Service Line and specializes in school districts, nonprofits, and healthcare organizations. She is treasurer of Tri-CAP and an allocation panel member for the United Way of Midland County.