Daniyal Ahmed

Daniyal Ahmed is a financial planning consultant for Avantax Planning PartnersSM with more than six years of financial consulting experience. In collaboration with Yeo & Yeo Wealth Management, Daniyal provides integrated planning and investment strategies for growing and protecting individuals’ and business clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing them for tax efficiency and helps with business transition strategies. His focus is based on each client’s unique objectives and priorities. Daniyal is a registered representative with Avantax Investment ServicesSM.

Specializations

  • Estate planning
  • Risk management
  • Retirement planning for businesses
  • Retirement planning for individuals 
  • Business transition strategies 

Professional Certifications and Education

  • FINRA Series 7 and 66 securities licenses
  • CERTIFIED FINANCIAL PLANNER™ Certification® (CFP)
  • University of Iowa, Bachelor of Arts in Finance

Matthew Cash is a financial planning consultant for Avantax Planning PartnersSM. In collaboration with Yeo & Yeo Wealth Management, Matt provides integrated planning and investment strategies for growing and protecting individual and business clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing for tax efficiency and helps with business transition strategies. His focus is based on each client’s unique objectives and priorities. Matt is a registered representative with Avantax Investment ServicesSM and a licensed health, accident, life and variable annuity agent.

Specializations

  • Estate planning
  • Risk management
  • Retirement planning for businesses
  • Retirement planning for individuals 
  • Business transition strategies 

Professional Certifications and Education

  • CERTIFIED FINANCIAL PLANNER™ certificant
  • FINRA Series 7, 63, and 65 securities licenses
  • Ohio State, Bachelor of Arts in Economics