Yeo & Yeo CPAs & Business Consultants is pleased to announce that Peter J. Bender, CPA, CFP®, has received the President’s Club Award from HK Financial Services (HKFS).
The President’s Club award recognizes outstanding individuals for providing wealth management services for high-net-worth clients. It also recognizes a high level of ethics and integrity, and leadership, and exemplifies the best of the best of HKFS affiliates. Yeo & Yeo works closely with HKFS to provide independent and objective financial services for their clients.
Bender is the managing principal of Yeo & Yeo’s Saginaw office and leads the firm’s wealth management services. He serves on Yeo & Yeo’s board of directors and is a member of the firm’s Agribusiness Services Group and the Estate Planning Group. He has 30 years of experience in auditing, financial planning, and tax planning and preparation for businesses and individuals with a focus on family business.
Bender is a member of the Michigan Association of Certified Public Accountants’ Agribusiness Task Force. He is a Certified Financial Planner™ and a member of the Financial Planning Association. In our community, Bender serves on the board of directors for Frankenmuth Credit Union and Wellspring Lutheran Services. He also serves on the St. Lorenz Foundation Finance Committee and the Valley Lutheran High School Growing Campaign Cabinet.
This award was presented to Bender at the HK Financial Services Conference in Dubuque, Iowa.
Investment advisory services offered through HK Financial Services (HKFS), an Independent Registered Investment Adviser. Commission-based securities products are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities, and Yeo & Yeo are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.
Check the background of Pete Bender on FINRA’s BrokerCheck.