Peter J. Bender, CPA, CFP®
Principal - Saginaw
Peter J. Bender is a member of the firm’s Financial Services, Manufacturing, and Estate Planning teams. He joined the firm in 1988.
Expertise
Auditing employee benefit plans and for-profit businesses
Investments, trusts, estate, tax and financial planning
Preparing individual, small business, and fiduciary tax returns
Certifications
CERTIFIED FINANCIAL PLANNERTM Certification
Investment Advisor Representative
Registered Representative with Genworth Financial Securities Corporation, member FINRA/SIPC
Professional Memberships
AICPA Employee Benefit Plan Audit Quality Center
American Institute of CPAs
Michigan Association of CPAs
Michigan Association of CPAs Agribusiness Task Force
Financial Planning Association
Publications/Seminars
Published articles in the firm’s Nonprofit Perspectives and Education Matters newsletters
Seminars on financial planning, tax law and tax planning
Tax and investment planning article in Saginaw County Chamber Business Advocate
Community Involvement
Treasurer of the Camp Rotary Foundation
Vice Chairman of Frankenmuth Credit Union Board of Directors
Lutheran Homes of Michigan Audit Committee
Member and past president of the Saginaw Rotary Club
St. Lorenz Foundation Finance Committee
Active member of St. Lorenz Lutheran Church in Frankenmuth
Instructor for Junior Achievement of Saginaw County
Graduate of Leadership Saginaw Class of 2000
