Connor Braun

Connor Braun is a Manager in the Tax & Consulting Service Line. He specializes in tax planning and preparation with an emphasis on the manufacturing, construction, and real estate industries. He is based in the Saginaw office.

Specializations

Business and individual tax planning with an emphasis on the manufacturing, construction, and real estate industries.

Professional Certifications and Education

Certified Public Accountant
Central Michigan University – Bachelor of Science in Business Administration, accounting

Professional Membership

Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants

Sierra Roy is a Manager based in the Ann Arbor office. She is a member of the firm’s Education Services Group and joined Yeo & Yeo in 2021.

Specializations

Assurance services with an emphasis on government entities, school districts, and non-profit organizations
Audit under government auditing standards
Single audits and audits under 2 CFR 200

Professional Certifications and Education

Certified Public Accountant (CPA)
University of Michigan-Dearborn, Bachelor of Business Administration in Accounting

Professional Membership

Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants

Mackenzie Doyle is a Manager based in the firm’s Alma office. She is a member of the Assurance Service Line. She joined Yeo & Yeo in 2021.

Specializations

Assurance services with an emphasis on government entities, school districts, for-profit organizations, and employee retirement benefit plans
Audit under government auditing standards
Single audits and audits under 2 CFR 200

Professional Certifications and Education

Certified Public Accountant (CPA)
Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants

Publications/Seminars

Understanding ERISA and Its Impact on Benefit Plan Audits

McKenzie Luria is a Manager in the Ann Arbor office. She is a member of the firm’s Assurance Service line. She joined Yeo & Yeo in 2023.

Specializations

Audits of school districts
Audits of nonprofit organizations
Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

Certified Public Accountant (CPA)
Wittenberg University, Bachelor in Accounting & Finance

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants

Community Involvement

Founding member of Ann Arbor Women for Good
Volunteer for Ladywood Legacy group

Kevin Bouma is a Nonprofit Consulting Manager in the Kalamazoo office. He has more than 25 years of experience in public and private accounting, including serving as Chief Financial Officer for organizations in the nonprofit industry.

Specializations

Interim CFO/Controller services
Year-end audit preparation and reconciliations
Nonprofit accounting training
Annual audit coordination and oversight
Monthly financial statement reviews
Budgeting

Professional Certifications and Education

Certified Public Accountant (CPA)
Certified Nonprofit Accounting Professional
Certified QuickBooks ProAdvisor
Indiana Wesleyan University, Master of Business Administration in Accounting
Central Michigan University, Bachelor of Science in Business Administration in Accounting

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants

Daniel Gruzd II is a Manager based in the firm’s Saginaw office. He specializes in tax planning and business consulting with an emphasis on the manufacturing, construction, and retail industries.

Specializations

Business consulting
Reviewed financial statements
GAAP basis financial statements
Business and individual tax planning
Experience in the following industries – manufacturing, construction, and retail

Professional Certifications and Education

Certified Public Accountant
Northwood University, Master of Business Administration in Accounting
Saginaw Valley State University, Bachelor of Business Administration in Accounting
Dale Carnegie graduate

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants

Publications/Seminars

Understanding the Impact of the One Big Beautiful Bill – presented at Saginaw County Chamber of Commerce’s small business development program, November 2025
Understanding the Impact of the One Big Beautiful Bill – presented at Midland Business Alliance’s Issues and Answers, November 2025

Steve Soules is a Manager in the Kalamazoo office. He has more than five years of experience in public accounting and specializes in tax preparation, compilations, and reviews for nonprofit and for-profit entities.

Specializations

Tax return preparation for individuals, partnerships, S corporations, C corporations, and nonprofit organizations
Accounting, compilations, and reviews for nonprofit and for-profit entities
Payroll processing, reconciling, and tax compliance

Professional Certifications and Education

Certified Public Accountant (CPA)
Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
Davenport University, Bachelor of Science in Business Administration in Accounting
Davenport University, Master of Business Administration in Accounting
Dale Carnegie graduate

Professional Membership

American Institute of Certified Public Accountants (AICPA)
Michigan Association of Certified Public Accountants (MICPA)

Community Involvement

Barry County United Way, volunteer
IRS Volunteer Income Tax Assistance (VITA) program, volunteer
Epilepsy Foundation of Michigan, volunteer

Nicholas McFadden is a Manager based in the firm’s Ann Arbor office. He specializes in tax planning and business consulting. He has experience serving organizations in a wide range of industries, including construction, retail, manufacturing, transportation, real estate, and professional services.

Specializations

Strategic tax planning and compliance for businesses
Multi-state taxation
Corporate restructuring

Professional Certifications and Education

Certified Public Accountant
Eastern Michigan University, Bachelor of Science in Political Science
Eastern Michigan University, Master of Science in Taxation

Professional membership

Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants

Joey Winterstein is a Manager in the Saginaw office. He is a member of the firm’s Education Services Group. He joined Yeo & Yeo in 2019.

Specializations

Audits of school districts, nonprofit organizations and healthcare organizations
Audits under Uniform Grant Guidance (Single Audits)
Audits under Government Auditing Standards

Professional Certifications and Education

Certified Public Accountant
Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants
Michigan School Business Officials

Publications/Seminars

Presented On Auditing Michigan School Books at the 2024 MICPA Governmental Accounting & Auditing Conference
Presented various internal trainings on auditing schools in the State of Michigan

Community Involvement

Saginaw Valley Zoological Society (Saginaw Children’s Zoo), Treasurer

Nicole Hammis is a Manager in the Saginaw office and she is a member of the firm’s Government Services Group. She specializes in audits of nonprofit and for-profit entities and has more than five years of experience in public accounting.

Specializations

Audits for nonprofit organizations and for-profit companies
Audits under government auditing standards
Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

Certified Public Accountant (CPA)
Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants

Community Involvement

Saginaw County Young Professionals Network, member
Saginaw Community Foundation Investment Committee, member

Rebecca Millsap is the Managing Principal in the Flint office. Her background is in tax and business consulting. She utilizes her skills to assist clients in taxation, financial reporting, business consulting and strategic planning. She leads the firm’s Estate & Trust Group and is a member of the Tax Services Group and serves on the firm’s board of directors. She joined Yeo & Yeo in 1994.

Specializations

Tax and business consulting for management; financial reporting and tax issues with strong emphasis on small businesses
Consulting on QuickBooks and other accounting software

Professional Certifications and Education

Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified QuickBooks ProAdvisor
Saginaw Valley State University, Bachelors in Accounting

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants
Builders Association of Metro Flint

Publications/Seminars

Maximizing Wealth Transfer: The Strategic Role of Irrevocable Life Insurance Trusts (ILITs), January 2024
What Are the Roles and Responsibilities of a Trustee? November 2023
Family Business Owners Must Weave Together Succession and Estate Planning, December 2020
Podcast: The Benefits of Trusts, December 2020
Podcast: The Tax Impact of Receiving an Inheritance, December 2020
What is a 529 Plan and How Can One Benefit Me, February 2018

Community Involvement

Humane Society of Genesee County, Endowment Committee member
Flint Rotary Club, member and treasurer
Holy Family Catholic Church, Finance Committee
Grand Blanc Chamber of Commerce, former member of the Finance Committee
Leadership Genesee graduate

Madi Moreau is a Manager in the Flint office. She is a member of the Tax & Consulting Service Line, and specializes in tax and consulting services for the real estate industry.

Specializations

Tax planning and preparation for corporations, pass-through entities and individuals with a focus on the real estate industry
Business advisory services
Preparation and analysis of financial statements

Professional Certifications and Education

Certified Public Accountant (CPA)
Bachelor of Science in Accounting, University of South Florida
Master of Business Administration in Forensic Accounting, University of South Florida

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants

Community Involvement

Ronald McDonald House Charities, volunteer
Crossover Outreach, volunteer

Shawn Davis is a Manager based in the firm’s Saginaw office and serves in the Tax & Consulting Service Line. He is a member of the Trust & Estate Services Group, the Death Care Services Group, and the State and Local Tax Services Group, specializing in sales tax. He joined Yeo & Yeo in 2019.

Specializations

Tax planning and preparation services for individuals, partnerships and corporations
State & Local Tax (SALT)
Multi-state tax
Sales tax economic nexus provisions; online sales and sales tax compliance
Complex tax topics
Trust, gift and estate taxation
Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance

Professional Certifications and Education

Certified Public Accountant
Northwood University, Bachelor of Business Administration in Accounting and Management

Professional Membership

Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants

Publications/Seminars

Economic Nexus for Sales Tax in Multiple States, November 2021
Estate Planning 101, November 2022
Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option is Best?, February 2022
How to Opt Out of the Advance Child Tax Credit Payments and Why You Might Want To, July 2021

Community Involvement

Bay City Noon Rotary Club, board member

Brandon Brom is a Manager based in the firm’s Troy office. He specializes in real estate, nonprofit organizations, state and local taxation, and partnership taxation, with a particular focus on the sale and transfer of partnership interests.

Specializations

State and local taxation
Tax planning and preparation for partnerships
Experience in the following industries – nonprofit and real estate

Professional Certifications and Education

Certified Public Accountant
Adrian College, Master of Accountancy
Adrian College, Bachelor of Accountancy

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants
Auburn Hills Chamber of Commerce Business Referral Group
Troy Chamber of Commerce Business Networking Group

Michael Wilson II is a Manager based in the Saginaw office. He specializes in business advisory services, consulting, and tax planning and preparation with an emphasis on the cannabis industry. He is a member of the firm’s Cannabis Services Group.

Specializations

Business advisory services
Accounting software consulting services with an emphasis on QuickBooks
Financial statement preparation
Tax planning and preparation
Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.

Professional Certifications and Education

Certified Public Accountant
Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants
Saginaw County Young Professionals Network – Steering Committee

Publications/Seminars

Understanding the Impact of the One Big Beautiful Bill – presented at Saginaw County Chamber of Commerce’s small business development program, November 2025
Understanding the Impact of the One Big Beautiful Bill – presented at Midland Business Alliance’s Issues and Answers, November 2025

Community Involvement

Yeo Young Professionals – President and chair of the firm’s annual service project to benefit Habitat for Humanity

Awards

MICPA Rising Star Award (2025)

Jim is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, serving as a Principal. Jim has over 40 years of deep financial expertise working in both public accounting and private company. He serves a variety of industries, including specialization in real estate, construction, manufacturing, medical, nonprofit, and technology.

Specializations

Accounting, tax and financial preparation for businesses and individuals
Business advisory, planning and forecasting
Risk management
Estate and trust taxes

Professional Certifications and Education

Certified Public Accountant (CPA)
Oakland University, Bachelors in Accounting
Walsh College, Master of Science in Taxation

Professional Membership

American Institute of CPAs
Michigan Association of CPAs
Employee Benefit Plan Audit Quality Center

David Berger is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC serving as a Partner for over 40 years. Dave has vast expertise in public accounting, serving businesses in real estate, construction, manufacturing, medical, nonprofit, and closely held businesses as well as high net worth individuals.

Specializations

Tax and financial preparation for businesses and individuals
High net worth individual tax planning and preparation
Estate tax audits
Peer review audits

Professional Certifications and Education

Certified Public Accountant (CPA)
Eastern Michigan University, Bachelor of Arts – Accounting

Professional Membership

American Institute of CPAs
Michigan Association of CPAs
Employee Benefit Plan Audit Quality Center
Government Audit Quality Center

Alan LaDuke is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, where he served as a Partner. Alan has over 42 years of experience in public accounting, serving business and individual clients in real estate, construction, manufacturing, medical, mortgage banking, retail, wholesale, and nonprofit industries.

Specializations

Tax and financial preparation for individuals, corporations, partnerships, fiduciaries, trusts and estates, and closely held businesses
High net worth individual tax planning and preparation
Estate tax audits
Pension and profit sharing
Forensic audits

Professional Certifications and Education

Certified Public Accountant (CPA)
Walsh College, Master of Science in Taxation
Michigan State University, Bachelor of Arts – Accounting

Professional Membership

American Institute of Certified Public Accountants (AICPA)
Michigan Association of Certified Public Accountants (MICPA)
MICPA State and Local Tax Force
MICPA Peer Review Task Force
Employee Benefit Plan Audit Quality Center
Government Audit Quality Center

Community Involvement

Detroit Athletic Club – Member
Upper Long Lake Estates Corporation – President and Treasurer
Optimist Club of West Bloomfield – Past President and Treasurer
West Bloomfield Chamber of Commerce – Past President and Treasurer
West Bloomfield Township Public Library – Past Elected Trustee

Kellen Riker is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Government Services Group. He joined Yeo & Yeo in 2018.

Specializations

Audits of for-profit businesses
Audits of school districts
Audits of governments
Audits under Government Audit Standards

Professional Certifications and Education

Certified Public Accountant
University of Michigan – Flint, Bachelor of Business Administration in Accounting
University of Michigan – Flint, Master of Business Administration in Finance

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants
Michigan Government Finance Officers Association

Publications/Seminars

Presented various internal trainings on governmental accounting for governments
Presented an internal training on the firm’s Career Advocacy Program

Community involvement

American Cancer Society Making Strides Against Breast Cancer, volunteer
Special Olympics, volunteer
Yeo & Yeo Foundation, Young Professionals Service Chair

Awards

MICPA Rising Star Award – 2024
Flint and Genesee Group, 40 Under 40 honoree – 2022
Spirit of Yeo Award (2021) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Carrie Lapka is a Senior Manager in the Saginaw office. She leads the firm’s Healthcare Services Group and has over 20 years of experience in business consulting and management, financial decision-making, and tax planning with an emphasis on the healthcare industry.

Specializations

Healthcare business consulting, including strategic advisory services for organizational management, financial decision‑making, operational optimization, and long‑term tax planning within the healthcare industry.
Interim Chief Financial Officer (CFO), providing leadership in financial oversight, cash‑flow management, budgeting, organizational performance assessment, and executive‑level decision support.
Directing the financial, operational, and administrative functions of medical practices.
Development, review, and interpretation of financial statements to support compliance, strategic planning, and operational efficiency.
Comprehensive tax strategy development, preparation, and compliance for individuals and healthcare organizations.

Professional Certifications and Education

Certified Public Accountant (CPA)
Certified Physician Practice Manager (CPPM)
Certified QuickBooks ProAdvisor
Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

American Institute of Certified Public Accountants
Michigan Association of Certified Public Accountants
American Academy of Professional Coders
Medical Group Management Association

Publications/Seminars

Webinar: Building Financial Forecasts: The Smart Practice Playbook Series, 2025
Webinar: Understanding Financial Statements: The Smart Practice Playbook Series, 2025

Community Involvement

Caseville Public School – Past Treasurer
Humane Society of Bay County – Past Treasurer