Tara Stensrud Earns Personal Financial Specialist Credential

Tara Stensrud Earns Personal Financial Specialist Credential

Wealth Management

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Saginaw, MI: Yeo & Yeo is pleased to announce that Tara Stensrud, CPA, NSSA®, has earned the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.

The PFS credential is awarded to CPAs with extensive training and experience in financial planning. To earn the credential through the experience pathway, CPAs must have at least 105 hours of personal financial planning education and 7,500 hours of planning experience within the previous seven-year period. They also must pass a comprehensive exam covering eleven topic areas and be a member in good standing with the AICPA, binding them to the AICPA Code of Professional Conduct and the Statement on Standards in Personal Financial Planning Services. This designation allows Stensrud to serve as Investment Advisor Representative (IAR) with Yeo & Yeo Wealth Management and AvantaxSM.

Tara Stensrud is a tax principal based in Yeo & Yeo’s Midland office. She is a member of the firm’s Manufacturing Services Group and the Consulting Services Group. Strensrud provides individual and business tax planning, consulting, compliance, and financial reporting to a broad range of clients with an emphasis on the manufacturing and agriculture sectors. She works with businesses and their owners, as well as individuals, on strategic and financial planning. She is a member of the Michigan Manufacturers Association and the Central Michigan Manufacturers Association. In the community, she serves as a board member of Shelterhouse and is a Midland Noon Rotary Club member. She joined Yeo & Yeo in 2006.

Stensrud said that earning the PFS credential has helped her elevate the level of service she can provide to clients. “The in-depth education and planning experience have given me a deeper understanding of their financial needs and allowed me to craft personalized strategies tailored to their specific situations.”

The PFS certification allows Strensrud to combine her tax expertise with her knowledge of financial planning to provide clients with comprehensive financial strategies.

Peter J. Bender, CPA, CFP®, leader of Yeo & Yeo Wealth Management, said, “Earning the PFS credential highlights Tara’s commitment to continuous growth and elevating the level of service we provide to our clients. This achievement reinforces Tara’s dedication to empowering our clients to make informed decisions about their financial future.”


About Yeo & Yeo Wealth Management

Yeo & Yeo Wealth Management (www.yeoandyeo.com) helps businesses and individuals with their wealth management and investment strategies. Working closely with Avantax®, a national wealth management company, Yeo & Yeo Wealth Management delivers a holistic approach that connects financial planning, tax strategies and insurance solutions. Wealth management services are offered in Yeo & Yeo’s offices throughout Michigan.

 Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the Avantax® name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member  FINRASIPC. 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.

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