Matthew Cash

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

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

Professional Certifications and Education

  • Certified Financial Planner™ certification
  • FINRA Series 7, 63, and 65 securities licenses
  • Ohio State, Bachelor of Arts in Economics

Jeff is the President of Yeo & Yeo Technology. He started at Yeo & Yeo in 1996 as a software specialist and has held several management positions since. He has over 30 years of experience in business development, product management and business operations within high technology companies.

Jeff has helped to expand Technology to a team of more than 30 professionals. He has also been instrumental in advancing technology within the firm and for the clients that Technology supports.

Specializations

  • Helping businesses streamline their technology infrastructure to reduce overall technology expenditures and increase efficiencies
  • IT solutions for manufacturing, financial services, professional corporations and small businesses
  • Technology assessments/consulting and annual IT budgeting
  • Software/hardware consulting and procurement
  • Sage 100 and Sage HRMS

Professional Certifications and Education

  • Central Michigan University, Bachelor of Science in Business Administration with a major in Finance and minors in Business Administration and Management

Professional Membership

  • BDO Alliance USA
  • Ingram Micro Trust X Alliance – former Secretary, Vice President, and President

Publications/Seminars

  • Article: 10 Ways to Reduce IT Expenses
  • Article: 10 Ways to Reduce IT Expenses
  • Article: Identity Theft: Lock the Company Doors to Client and Employee Information
  • Article: Technology Pacesetters
  • Presentation: Internet Security & Fraud Prevention
  • Presentation: What You Need to Know About Internet Security
  • Presentation: Is Your Data Secure?
  • Presentation: Sales Management Challenges
  • Presentation: Virtualization, IT Backup and Disaster Recovery, and Hosted Services
  • Presentation: Defending Your Small/Midsized Business from Cyber Attacks: Cybersecurity Insights & Best Practices — 2022 and 2023 Central Michigan University Cybersecurity Awareness Month Conference
  • Presentation: Cybersecurity Panelist — November 2022 Wake Up Midland Talk Show
  • Presentation: Cybersecurity and Technology Sessions for Local Schools and Colleges
  • Podcast: Protecting Your Information During Tax Season and Beyond
  • Training: Yeo & Yeo Technology Opportunities — internal training podcast

Community Involvement

  • Central Michigan University Cybersecurity Advisory Board, member
  • Saginaw Career Complex Cybersecurity Program, Advisory Committee, chairperson
  • Delta College Advisory Information Technology Committee, co-chair
  • Saginaw READ Association, past Board Chair, current board member, finance committee chair, and volunteer
  • Saginaw Career Complex, volunteer
  • Yeo & Yeo Foundation, president

Awards

  • 2010 recipient of the firm’s prestigious Thomas J. Thompson Achievement Award

Pete Bender is the retired leader of  Yeo & Yeo Wealth Management, the firm’s financial planning entity. Pete is a member of the firm’s Estate Planning team. He joined the firm in 1988 and is based in the firm’s Saginaw office. He served on the Yeo & Yeo Board of Directors from 2015 to 2020.

Specializations

  • Asset management, financial planning, insurance planning, estate and retirement planning, retirement planning for businesses, and business transition strategies
  • Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning PartnersSM, work hand-in-hand with clients to connect tax strategy to financial planning goals
  • Guidance Planning Strategies (GPS), a holistic approach that shows clients their entire financial picture for tax advisory and wealth management planning
  • Investments in mutual funds, ETF’s, variable annuities, variable life insurance, unit investment trusts and municipal fund securities for clients

Professional Certifications and Education

  • Certified Financial Planner™ Certification® (CFP)
  • Investment Advisor Representative
  • Michigan Insurance and Variable Annuities license
  • Michigan State University, Bachelors in Accounting
  • Series 6 and Series 63 securities licenses

Professional Membership

  • Avantax Planning Partners Advisory Council
  • Financial Planning Association

Publications / Articles

  • eBook: 5 Ways to Drive Business Growth and Recovery to Fuel Your Dreams
  • Podcast: Retirement Plans and Strategies
  • Podcast: Wealth Management Series – Inflation and Market Volatility
  • Podcast: Wealth Management Series – The Financial Planning Process
  • Podcast: Wealth Management Series – Retirement Plans
  • Podcast: Wealth Management Series – Tax-Smart Strategies for Wealth Transferring
  • Podcast: Wealth Management Series – Tax-Smart Investing and Planning
  • Podcast: Wealth Management Series – SECURE 2.0
  • Podcast: Wealth Management Series – SECURE 2.0: Retirement Plan Enhancements
  • Podcast: Year-End Tax Planning Through a Tax-Intelligent Lens
  • Podcast: Maximizing Impact with Charitable Giving and Tax-Intelligent Strategies
  • Podcast: Legacy Planning: Securing Your Future and Leaving a Lasting Impact
  • Podcast: Securing Your Future With Long-Term Care Planning

Community Involvement

  • Camp Rotary Foundation, treasurer
  • Concordia Center for the Family, board of directors – treasurer
  • Frankenmuth Credit Union, board of directors and chairman (2003-2020)
  • Graduate of Leadership Saginaw Class of 2000
  • Saginaw Rotary Club, Member and past President
  • St. Lorenz Foundation, executive director
  • St. Lorenz Lutheran Church, chairman, service coordinator and usher
  • Valley Lutheran High School, foundation board of directors
  • Wellspring Lutheran Services, board of directors and audit committee

Awards

  • Avantax Planning Partners℠ Client Advocate Award (2024)
  • President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2019, 2020, 2022, 2023)

Disclaimer

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 

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. Peter Bender is an Avantax registered representative. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Check the background of Pete Bender on FINRA’s BrokerCheck.