Alex Wilson

Alex Wilson is a Principal in the Alma office. He is a member of the firm’s Agribusiness Services Group, the Construction Services Group and the Cannabis Services Group. Alex joined Yeo & Yeo in 2014.

Specializations

  • Business advisory services
  • Business succession planning and strategy implementation
  • Tax planning and preparation with an emphasis on the construction and agribusiness sectors
  • 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 (CPA)
  • Personal Financial Specialist (PFS)
  • Central Michigan University – Bachelor of Science in Business Administration, accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants Agribusiness Task Force
  • Construction Industry CPAs/Consultants Association
  • Associated Builders and Contractors – Greater Michigan
  • Home Builders Association of Saginaw
  • Home Builders Association of Central Michigan
  • Michigan Agri-Business Association

Publications/Seminars

Community Involvement

  • Yeo & Yeo Foundation board, Past President
  • Central Michigan University Accounting Advisory Council
  • Special Olympics of Michigan, Volunteer
  • Children’s Discovery Academy, past Board Treasurer
  • Boys & Girls Club of the Great Lakes Bay Region, Past Volunteer
  • Youth sports, Past Coach

Kelly Brown is a Senior Manager in the Saginaw office. She is a member of the firm’s Tax Services Group and she co-leads the State & Local Tax Services Group, specializing in sales tax. She joined Yeo & Yeo in 2016 and has 12 years of public accounting experience.

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

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Bachelor of Business Administration in accounting and management
  • Walsh College, Master of Science in Taxation

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Michigan Tax Conference Planning Task Force

Publications/Seminars

Community Involvement

  • 4-H volunteer
  • United Way of Bay County, Community Investment Process chairperson (former)
  • Adopt-a-Highway coordinator (former)
  • American Cancer Society – Making Strides of the Great Lakes Bay Region, team leader (former)

Awards

  • Sales Tax Institute – named among five finalists nationwide for the “Sales Tax Nerd award.” The award recognizes professionals who demonstrate a dedicated passion and commitment to learning about indirect tax.

Andrew Matuzak leads Yeo & Yeo Wealth Management, the firm’s financial planning entity. He is a member of the firm’s Tax Services Group and the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning PartnersSM, Andrew works hand-in-hand with clients to connect tax strategy to financial planning goals. He joined Yeo & Yeo in 2011 and is based in the firm’s Saginaw office.

Specializations

  • Financial planning for individuals
  • Retirement planning for businesses
  • Individual and business taxation and tax planning
  • High-net-worth individual taxation
  • Trust and estate administration
  • Trust, gift and estate taxation
  • Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance

Professional Certifications and Education

  • Investment Advisor Representative
  • Series 7 and Series 63 Security Licenses
  • Certified Public Accountant
  • Personal Financial Specialist (PFS)
  • Saginaw Valley State University – Bachelor of Professional Accountancy
  • Dale Carnegie graduate

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Michigan Funeral Directors Association
  • Michigan Cemetery Association
  • Great Lakes Bay Estate Planning Council

Publications/Seminars

Community Involvement

  • Leadership Saginaw County graduate, June 2023
  • Rotary International District 6310 Finance Committee
  • Rotary Club of Saginaw Valley, Past Treasurer and Past President
  • Thomas Township Business Association, Treasurer
  • SVSU Advisory Board Committee
  • Saginaw Valley Young Professionals Network
  • Friends of Theodore Roethke Foundation, Volunteer

Awards

  • 2026 RUBY Award
  • President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2024)

Chris Sheridan is a Principal and serves in the Consulting & Tax Service Line. He is a member of the Business Valuation and Litigation Support Services Group and the Manufacturing Services Group. He joined the firm in 2012.

Specializations

  • Business valuation and litigation support services for privately owned businesses
  • Business consulting for financial reporting and tax issues with a strong focus on manufacturers
  • Managerial consulting, including designing and implementing accounting systems and internal controls
  • Consulting related to new business start-ups, corporate restructuring and succession planning
  • Fraud investigation and prevention

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Certified Fraud Examiner (CFE)
  • Central Michigan University, Bachelor of Science in Business Administration
  • Central Michigan University, Master of Business Administration
  • Emerging Leaders Academy graduate, 2025

Professional Memberships

  • American Institute of Certified Public Accountants
  • National Association of Certified Valuators and Analysts
  • Mid-Michigan Manufacturers Association (M3A)
  • Michigan Association of Certified Public Accountants
  • MICPA – Manufacturing Task Force
  • Michigan Manufacturers Association
  • Bay County Chamber of Commerce
  • Energize Bay Area Young Professionals Network
  • Saginaw Valley Young Professionals Network

Publications/Seminars

Community Involvement

  • Stevens Center for Family Business, Executive Council Member (July 2023 – June 2025)
  • Montessori Children’s House of Bay City, Board Member
  • Great Lakes Bay Economic Club, Board Member
  • Bay Future, past Board Member
  • United Way

Awards

  • National Association of Certified Valuators and Analysts / CTI “40 Under Forty” honoree, 2021

Thomas O’Sullivan is the Managing Principal of Yeo & Yeo’s Ann Arbor office. He has more than 23 years of certified public accounting experience which includes business consulting, tax preparation and audit experience. He is a member of the firm’s Tax, Health Care, Death Care, Litigation, Construction and Cannabis Teams.

Specializations

  • Business consulting for management, financial reporting and tax issues with strong emphasis on the retail and wholesale sectors
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
  • Fraud investigation and prevention         
  • Internal controls consulting

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Personal Financial Specialist (PFS)
  • Eastern Michigan University, Bachelor of Business Administration, Accounting

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • Michigan Manufacturers Association
  • Association of Certified Fraud Examiners
  • Michigan Cannabis Industry Association

Community Involvement

  • Ann Arbor/Ypsilanti Regional Chamber 
  • Saline Chamber of Commerce
  • United Way of Washtenaw County
  • Member of St. Francis of Assisi Parish

Eric Sowatsky is a Principal in the Saginaw office. He is the Agribusiness Services Group leader and manages sharing of industry and technical knowledge among team members firm-wide. He is a member of the firm’s Tax Services Group and is a personal financial specialist, assisting with personal financial planning and succession planning. He joined Yeo & Yeo in 2004.

Specializations

  • Leader of Firm Agribusiness Team. Manages sharing of industry and technical knowledge among team members firm-wide. Assists various farm and agribusiness operations with business and tax planning issues. Provides in-depth analysis of farm operations with an eye on transition planning to the next generation.
  • Certified Grain Accountant. Received specialized training in mark-to-market accounting for grain elevators and understanding basis issues.
  • Collateral field exams – manages firm-wide services to lending institutions providing review of collateral for the agribusiness, manufacturing and automotive industries.
  • National Social Security Advisor – certified in analysis of claiming strategies for social security benefits.
  • Strategic tax planning for businesses and individuals.
  • Personal financial specialist – Assists clients with developing a personal financial plan that works in tandem with their tax planning. Assist with retirement planning and succession planning issues.
  • Provides tax and accounting services to real estate managers and investment groups.  Focus on tax planning and compliance.

Professional Certifications and Education

  • Investment Advisor Representative
  • Certified Public Accountant (CPA)
  • Chartered Global Management Accountant (CGMA)
  • National Social Security Advisor (NSSA)
  • Personal Financial Specialist (PFS)
  • Mark-to-Market Grain Accounting Certification
  • Walsh College of Accountancy and Business – M.S.P.A. (2003)
  • Michigan State University – B.B.S. (1999)

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Agribusiness Association – Grain Committee
  • Farm Financial Standards Council – Member

Publications/Seminars

  • Maier & Associates newsletter – Should I Donate Stock to Charity?, July 2008
  • Leading Edge magazine – Ten Steps to Reduce Overhead and Cut Waste in Your Business, Winter 2011
  • Questions to Ask Your Accountant – presented at Michigan Agribusiness Association Winter Conference, January 2014
  • Understanding the Impact of Production Costs on Your Farm Customers – presented at the Michigan Agribusiness Association Winter Conference, January 2016
  • The Next Level of Customer Service: Helping Farmers Manage Their Business – presented at the Michigan Agribusiness Association Winter Conference, January 2016
  • Individual Tax Training presented to Yeo & Yeo staff, 2006-2010
  • Corporate Tax Training presented to Yeo & Yeo staff, 2011-2013
  • Tax Level II Training – Partnerships, presented to Yeo & Yeo staff, 2014
  • Land Rents and Land Prices – presented at the Michigan Agribusiness Association Winter Conference, January 2017
  • No Mystery: Meeting With Family About Estate Planning, published in the firm’s AgriAdvisor eNewsletter, April 2017
  • Boosting Your Bottom Line With Current Tax Opportunities – presented at the Achieve Farm Financial Health seminar, September 2017
  • How Will Tax Reform Affect Agribusiness? – published by the MICPA and republished by other outlets, January 2018
  • Tax Reform: Impact on Charitable Giving – live television broadcast on “The Follow Up,” Delta College Public Broadcasting WDCQ-TV, January 2018
  • How Will Tax Reform Affect Agribusiness? – presented at Stewart Peterson seminar, March 2018
  • WSGW Farm Service 790 radio show – guest speaker on farm tax issues, February 2018 to present
  • Choosing Between a Calendar Year and a Fiscal Year, September 2018
  • Launching a Business? How to Treat Start-up Expenses on Your Tax Return, June 2020

Community Involvement

  • Bethlehem Lutheran School – Soccer and Basketball Coach
  • Bethlehem Lutheran Church – Past Treasurer
  • Bethlehem Lutheran School – Past Athletic Director
  • Great Lakes Bay Economic Club – Past President
  • Leadership Bay County Alumni
  • Rotary Club – Saginaw Sunrise – Past Treasurer
  • Stevens Center for Family Business – Executive Council

Disclaimer

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.

Tara Stensrud is a Principal in the Midland office. She joined Yeo & Yeo in 2006. She is a member of the firm’s Manufacturing Services Group and the Consulting Services Group.

Specializations

  • Business consulting, financial reporting and tax issues, with a strong emphasis on the manufacturing and agriculture sectors.
  • Tax planning and preparation services for individuals and small and midsize businesses
  • Preparation and analysis of financial statements
  • Employee stock ownership plan (ESOP) administration assistance
  • QuickBooks consulting
  • Social Security benefit claiming strategies

Professional Certifications and Education

  • Investment Advisor Representative
  • Certified Public Accountant (CPA)
  • Advanced Certified QuickBooks ProAdvisor
  • National Social Security Advisor (NSSA®)
  • Personal Financial Specialist (PFS)
  • Central Michigan University, Bachelor of Business Administration
  • Upstream Academy – Emerging Leaders Academy graduate

Professional Membership

  • Michigan Manufacturers Association
  • Central Michigan Manufacturers Association
  • Michigan Association of CPAs 
  • American Institute of CPAs

Publications/Seminars

Community Involvement

  • Midland Noon Rotary
  • Shelterhouse – board member
  • Leadership Gratiot alumni
  • Alma Action Association – former treasurer
  • Gratiot Area Chamber – former Ambassador
  • Alma Woman’s Club – former member
  • Alma-St. Louis Rotary – former member

Awards

  • Avantax Planning Partners℠ Client Advocate Award (2023)

Disclaimer

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.

Jennifer Watkins is a Principal in the Flint office. She has extensive experience in providing audit services for nonprofit organizations and school districts, and is the Education Services Group leader. She is a frequent presenter at regional and statewide school and governmental accounting conferences and is a member of Michigan Department of Education Committees that provide accounting guidance for school districts. She joined the firm in 2006.

Specializations

  • Performing auditing and assurance services for governmental units, school districts and nonprofit organizations
  • Performing audits under Uniform Guidance (single audits) and audits under Government Auditing Standards

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Association of School Business Officials (ASBO)
  • Michigan School Business Officials (MSBO)
  • Michigan Department of Education’s 1022 Committee
  • Michigan Department of Education’s Audit Referent Committee
  • Various Regional School Business Official Organizations

Publications/Seminars

Community Involvement

  • Zonta Club of Flint Board of Directors
  • Genesee County Habitat for Humanity
  • United Way of Genesee County
  • Leadership Genesee
  • Genesee County Humane Society
  • St. Paul Lutheran Church & School volunteer
  • Powers Catholic High School volunteer
  • Whaley Children’s Center

As President and CEO, David Youngstrom, CPA, assumes responsibility for Yeo & Yeo’s nine offices located in Alma, Ann Arbor, Flint, Kalamazoo, Lansing, Midland, Southgate, Troy, and Saginaw (headquarters). In addition to managing Yeo & Yeo’s CPA practice, he is the CEO of Yeo & Yeo HR Advisory Solutions, Yeo & Yeo Medical Billing & Consulting, Yeo & Yeo Technology and Yeo & Yeo Wealth Management.

Youngstrom joined Yeo & Yeo in 1995, was named principal in 2007, and became president and CEO in January 2022. He has been instrumental in streamlining and growing Yeo & Yeo’s assurance practice, developing future leaders within the firm, and being a dedicated advocate and supporter within his community. With his people-first philosophy, Dave fosters a workplace built upon empathy, possibility, inclusion, and connectedness where colleagues and clients can thrive.

Specializations

  • Leadership and Strategic Growth: Driving firm expansion and innovation with a strong focus on empowering our people, serving our clients, and enriching our communities.
  • Mentorship and Leadership Development: Cultivating senior leadership through a commitment to continuous learning and fostering an environment of professional advancement.
  • Client Relationship Excellence: Client relationship management and taking a personalized, proactive approach to building strong client relationships.
  • Firm Culture: Championing an inclusive, dynamic, and supportive workplace that aligns with and promotes our core firm values and culture.

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Michigan Chamber of Commerce
  • Michigan Chamber Policy Advisory Committee – Energy and Environment
  • Michigan Chamber Policy Advisory Committee – Tax Policy
  • Detroit Economic Club
  • BDO Alliance USA
  • Association of International Certified Professional Accountants – G400

Publications/Seminars

Community Involvement

  • Freeland Community School District, past Treasurer
  • United Way of Saginaw County, past Chairman of the Board
  • Saginaw Area Jaycees, past President
  • Saginaw Valley State University Alumni Association, past President 

Awards

  • Named among Forbes 2025 Best in State CPAs
  • SVSU Distinguished Alumni Award
  • Martin P. Luthy Award for outstanding Jaycee Chapter President
  • Harry S. Lund Award for outstanding United Way Volunteer

Suzanne Lozano is a Principal in the Saginaw office. She leads the firm’s Outsourced Accounting Solutions team and is responsible for the daily operations of the Saginaw office’s Tax & Consulting group. She is a member of the firm’s Healthcare Services Group. She is also a founding member of Yeo & Yeo’s Career Advocacy team. Suzanne joined Yeo & Yeo in 1999.

Specializations

  • More than 25 years of experience in business consulting for management, financial decision making, and tax planning with an emphasis in the medical, retail, and construction sectors
  • Strategic planning
  • Private industry experience

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • The Ohio State University – Bachelor of Science in Business Administration

Professional Membership

  • Michigan Association of CPAs
  • American Institute of CPAs
  • Inforum – Great Lakes Bay Region and its Women in Finance Affinity Group – past leader
  • Saginaw County Chamber of Commerce

Publications/Seminars

  • Conducted seminars on Why You Need a CPA and Starting a Medical Practice
  • Conducted webinars for The Michigan State Medical Society’s Physician Executive Development Program
  • Conducted seminar How Health Care Reform Will Affect your Business
  • Don’t Wait to Start Succession Planning
  • C Corporation or Convert to an S Corporation – Is the Time Right?
  • Article published in Michigan medical award-winning magazine of the Michigan State Medical Society
  • Contributed to two articles on Women in the CPA World – Accounting Today & Organizational Excellence
  • eBook – Outsourced Accounting and Small Business Services—Are They Right for Your Business or Organization?

Community Involvement

  • Mid-Michigan Children’s Museum – Past Chair
  • Leadership Saginaw Alumni Association
  • Children’s Zoo of Celebration Square – Past Advisor
  • Peace Lutheran School and Church Foundation Board – Past Treasurer
  • Allen E. & Marie A. Nickless Memorial Foundation – Treasurer
  • Wickson-Link Memorial Foundation – Treasurer
  • Charles F. & Adeline L. Barth Charitable Foundation – Treasurer
  • Saginaw County Chamber of Commerce – Past Board Member, Past Treasurer and Past Member of the Executive Committee

Awards

  • Thomas J. Thompson Achievement Award – honoring one Yeo & Yeo employee each year who exemplifies Thompson’s positive attitude and notable service to the community and to the firm- 2004
  • Michigan Association of Certified Public Accountants’ Women to Watch – Established Leader Award – 2015

Tammy Moncrief is the Managing Principal of the Troy office. She has been practicing public accounting since 1987. Tammy joined Yeo & Yeo in 2012 and is a member of the firm’s Tax Advisory Group and the Estate & Trust Services Group. She has served four two-year terms on the Yeo & Yeo Board of Directors.

Specializations

  • Tax planning and consulting for closely held businesses
  • High net worth individual tax services            
  • Trust and estate planning
  • Charitable gift planning
  • Multi-state taxation
  • Succession and legacy planning
  • Experience with the following industries: real estate, health care, professional service firms and athletes

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Honors College, Bachelor in Business Management
  • University of Notre Dame, MBA with concentration in Tax

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Michigan Association of CPAs Federal Tax Task Force, past Chair
  • Michigan Association of CPAs Special Task Force Advisor on Federal Tax Legislation

Publications/Seminars

  • Webinar: The New Business Pass-Through Deduction, July 2018
  • Webinar: Business Tax Changes Contained in the Tax Reform Bill — What Small Businesses Need to Know, September 2018

Awards

  • Michigan Association of Certified Public Accountants (MICPA) Outstanding Task Force Award (2020) – recognizing those who go above and beyond in lending their time and knowledge to CPAs across the country

Alan Panter is a Principal in the Troy office audit department. He is a member of the firm’s Government Services Group and Employee Benefits Group. Alan joined the firm in 2017 with more than 28 years of experience in providing audit and consulting services.

Specializations

  • Audit and consulting for state and local government entities, education, and nonprofit organizations.
  • Single audit (2 CFR 200)
  • Employee benefit plan audits
  • Internal controls and procedures analysis

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Michigan State University – B.A. in Accounting

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Employee Benefit Plan Audit Quality Center
  • Michigan Association of Certified Public Accountants (MICPA)
  • Government Finance Officers Association (GFOA)
  • Michigan Government Finance Officers Association (MGFOA)
  • Michigan School Business Officials (MSBO)
  • Macomb-St. Clair School Business Officials
  • Auburn Hills Chamber of Commerce
  • Troy Chamber of Commerce
  • Detroit Economic Club

Publications/Seminars

Community Involvement

  • Clarkston-Independence District Library, Trustee
  • Knights of Columbus, St. Daniel Council 15967, Treasurer

Jamie Rivette is a Principal in the Saginaw office audit department. She leads the firm’s Assurance Service Line and is a member of the Government Services Group. She joined Yeo & Yeo in 1999 and is a member of the Yeo & Yeo Board of Directors.

Specializations

  • Assurance services for governmental units, school districts and not-for-profit organizations
  • Audits under government auditing standards
  • Single audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Northwood University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Government Finance Officers Association
  • Michigan Association of Certified Public Accountants
  • Michigan Association of School Boards
  • Michigan Government Finance Officers Association, past board member
  • Michigan Government Finance Officers Association – Accounting and Auditing Standards Committee
  • Michigan Government Finance Officers Association – Mentoring and Membership Committee
  • Michigan Municipal Executives
  • Michigan Municipal League
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee

Publications/Seminars

Community Involvement

  • Hemlock School Board of Education, treasurer
  • Hemlock/Ling Elementary Parent Teacher Organization, past treasurer
  • Junior League Community Advisory Board
  • Girls on the Run, past volunteer coach
  • Hemlock Middle School Cross Country, past assistant coach

Awards

  • Michigan Association of Certified Public Accountants’ Women to Watch – Experienced Leader Award – 2019

Jacob Sopczynski is a Principal and leader of the firm’s Manufacturing Services Group. Jacob serves many clients as a consultant and specialist in the application of data extraction techniques, tax planning and assurance services. He joined Yeo & Yeo in 2005 and serves on the firm’s board of directors.

Specializations

  • Manufacturing, Construction, Distribution
  • Audits of local governmental units, school districts and nonprofit organizations
  • Government Auditing Standards
  • Audits of Federal Awards
  • Data extraction uses and techniques
  • Information management and technology assurance
  • Tax planning for business and personal

Professional Certifications and Education

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

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Institute of Certified Public Accountants
  • Michigan Association of CPAs Manufacturing Task Force
  • Michigan Manufacturers Association
  • Great Lakes Bay Manufacturers Association
  • Government Finance Officers Association
  • Automation Alley – Finance Committee

Publications/Seminars

Community Involvement

  • Board of Trustees for the International Academy of Flint
  • Gen Forward
  • Treasurer of Pinconning Plays, Inc.
  • The Hundred Club of Genesee, Shiawassee and Lapeer Counties
  • Leadership Bay County Alumni
  • 1,000 Leaders Initiative

Brian Dixon is the Managing Principal of the firm’s Saginaw office. He is a member of the firm’s Education Services Group and Health Care Services Group. He joined Yeo & Yeo in 1998.

Specializations

  • Audits of healthcare organizations
  • Audits of local school districts
  • Audits of not-for-profit organizations
  • Audits of small businesses
  • Audits under government auditing standards
  • Single audits under OMB A-133 and 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • AICPA Advanced Single Audit Certification
  • Northwood University, Bachelors in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Healthcare Financial Management Association
  • Michigan School Business Officials

Publications/Seminars

Community Involvement

  • Frankenmuth Credit Union, board chairman
  • Carrollton Education Foundation, board treasurer 
  • Saginaw Hospital Finance Authority, board member
  • United Way of Saginaw County, board treasurer
  • Saginaw Area Jaycees Foundation Scholarship Fund, SCF Fund Representative
  • Yeo & Yeo Foundation, Vice President
  • Leadership Saginaw Alumnus

David Jewell is the Managing Principal of Yeo & Yeo’s Kalamazoo office. He is the firm’s Tax & Consulting Service Line leader. He serves on the Yeo & Yeo board of directors. Dave joined Yeo & Yeo in 2008 and has more than 22 years of experience in public accounting.

Specializations

  • Tax planning, preparation and minimization strategies for individuals
  • Tax planning and preparation for closely-held businesses
  • Business succession planning and strategy implementation
  • Business consulting services
  • Experience in the following industries – transportation, agribusiness, professional service firms, construction, manufacturing and real estate

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Western Michigan University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Taxation

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs

Publications/Seminars

Community Involvement

  • Portage Community Center, Treasurer and Finance Committee Chair
  • Boys & Girls Clubs of Greater Kalamazoo, Past Treasurer
  • Portage Rotary Club, Past President

Kristi Krafft-Bellsky is the firm’s Director of Quality Control, overseeing the development and implementation of policies and processes to comply with professional standards and regulatory requirements. She joined Yeo & Yeo in 2003 and is a Principal in the Saginaw office. She is a member of the firm’s Education Services Group and the Technology and Innovation Team.

Specializations

  • Technical guidance and support on complex accounting and auditing issues
  • Oversight of professional performance, including engagement quality control reviews, internal quality performance reviews and the peer review process
  • Audit and attestation services for nonprofit organizations, government entities, health care organizations and school districts
  • Audits under Governmental Auditing Standards
  • Single audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Western Michigan University – Master of Science in Accountancy
  • Western Michigan University – Bachelor of Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • BDO Alliance USA
  • Michigan School Business Officials (MSBO)
  • MDE School Auditing Manual Referent Group, member

Publications/Seminars

Community Involvement

  • Frankenmuth Community Foundation’s Legacy Ball Committee – treasurer
  • 100+ Women Who Care Mid-Michigan – member
  • Saginaw County 1000 Leaders graduate
  • Leadership Saginaw County graduate
  • Member of the Executive Committee for Early Childhood Investment Corporation

Danielle Cary is a Principal in the Ann Arbor office. She co-leads the firm’s SALT (state and local tax) Team, and is a member of the Tax Services Group. She joined Yeo & Yeo in 1998.

Specializations

  • Strategic tax planning & compliance for businesses
  • High net worth individual tax services
  • Multi-state taxation
  • Consulting and financial reporting for closely held businesses
  • Startups, corporate restructuring, and succession planning
  • Experience in the following industries – construction, retail, manufacturing, transportation, real estate and professional service firms

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Indiana Wesleyan University, Bachelors in Accounting, Business Administration and Finance
  • Indiana Wesleyan University, Master of Business Administration

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • MICPA State and Local Tax Task Force

Publications/Seminars

  • Instructor for firm’s internal tax trainings
  • Conducts various seminars on federal and SALT tax updates and planning strategies
  • Webinar: Tax Reform Impact on Individuals, June 2018
  • Webinar: Sales Tax Nexus: What Does the Wayfair Ruling Mean for Your Business?, August 2018

Community Involvement

  • Junior Achievement volunteer 
  • Ann Arbor/Ypsilanti Regional Chamber of Commerce
  • Member of Keystone Church

Ali Barnes is the Managing Principal of the Alma office. She joined Yeo & Yeo in 2007. She leads the firm’s Assurance Technical Team and is a member of the firm’s Quality Assurance Committee, Government Services Group and Pension Services Group.

Specializations

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

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Standards Committee and Board of Directors
  • Michigan Municipal Treasurers Association
  • Michigan School Business Officials
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee

Publications/Seminars

Community Involvement

  • Gratiot County Community Foundation – president and finance committee member
  • Alma Police Athletic League – board treasurer
  • Junior Achievement classroom volunteer
  • Alma Kiwanis – former member

Awards

  • Named among Forbes 2025 Best in State CPAs