Alex Wilson Receives Rising Star Award from Avantax Planning Partners
Yeo & Yeo is proud to announce that tax & consulting principal Alex Wilson, CPA, PFS, received the 2025 Rising Star Award from Avantax Planning Partners, Inc. at the 29th Annual Avantax Elevate conference.
The Rising Star Award recognizes emerging leaders who have demonstrated exceptional growth and a strong ability to build meaningful relationships. Wilson was selected for his strategic approach, commitment to professional growth, and ability to guide individuals and business owners through important financial decisions with clarity and confidence.
Wilson is passionate about helping clients navigate their financial, succession, and retirement goals. To further expand the value and insight he brings, Wilson recently earned the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.
“I enjoy building relationships with people and being part of the conversations that shape their future,” said Wilson. “Whether it’s preparing for retirement, planning for a business transition, or navigating new opportunities, I’m passionate about bringing together strategies that provide direction and confidence.”
Yeo & Yeo’s President & CEO, David Youngstrom, commended Wilson’s achievement and his ability to make a meaningful impact on both clients and the firm.
“Alex is someone who embraces professional growth and is always looking for ways to better serve clients,” said Youngstrom. “He has built strong relationships through his thoughtful approach, technical knowledge, and genuine care for helping others succeed.”
Wilson specializes in business consulting services, succession planning, and tax planning and preparation. He is a member of many professional organizations, including the Michigan Association of Certified Public Accountants’ Agribusiness Task Force, the Construction Industry CPAs/Consultants Association, and the Home Builders Association of Central Michigan.
Demonstrating a strong commitment to community service and upholding the values of the firm, Wilson served as the Yeo & Yeo Foundation’s board president for many years and continues to serve as an office grant committee representative. He also serves on the Central Michigan University Accounting Advisory Council. He is based in the firm’s Alma office.
Also recognized was Yeo & Yeo tax & consulting principal and director of Yeo & Yeo Wealth Management, Andrew Matuzak, CPA, PFS, who received the 2025 Client Advocate Award.
*Award(s) are neither representative of any client’s experience nor indicative of future performance.