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

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

  • IT solutions for manufacturing, financial services, professional corporations and small businesses
  • Help businesses streamline their technology infrastructure to reduce overall technology expenditures and increase efficiencies
  • 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

  • Ingram Micro TrustxAlliance – former secretary, Vice President, and President

Publications/Seminars

  • Article: 10 Ways to Reduce IT Expenses (The Leading Edge client newsletter, Spring 2010)
  • Article: Identity Theft – Lock the Company Doors to Client, Employee Information (Contributor, The Leading Edge client newsletter, Spring 2005)
  • Article: Technology Pacesetters (Accounting Today, 2002)
  • Article: 3-2-1 Backup: The Golden Rule for Disaster Recovery published in the firm’s industry eNewsletters, August 2018
  • 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
  • Podcast: Protecting Your Information During Tax Season and Beyond, February 2020
  • Internal Training Podcast: Yeo & Yeo Technology Opportunities
  • 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

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

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

  • 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
  • Asset management, financial planning, insurance planning, estate and retirement planning, retirement planning for businesses, and business transition strategies
  • 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

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

Professional Membership

  • Financial Planning Association
  • Avantax Planning Partners Advisory Council

Publications / Articles

Community Involvement

  • Frankenmuth Credit Union, Board of Directors and Chairman (2003-2020)
  • Wellspring Lutheran Services, Board of Directors and Audit Committee
  • Saginaw Rotary Club, Member and past President
  • St. Lorenz Foundation Executive Director
  • Graduate of Leadership Saginaw Class of 2000
  • Camp Rotary Foundation, Treasurer
  • Valley Lutheran High School, Foundation Board of Directors
  • St. Lorenz Lutheran Church, Chairman, Service Coordinator and Usher
  • Concordia Center for the Family, Board of Directors – Treasurer

Awards

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

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.