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Yeo & Yeo Wealth Management Leader Appointed to Avantax Planning Partners Advisory Council

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Yeo & Yeo Wealth Management is pleased to announce that Peter Bender, CPA, CFP®, was appointed to the Avantax Planning PartnersSM Advisory Council.

The Avantax Planning PartnersSM Advisory Council is a group of leaders who meet periodically to provide feedback and hear about new wealth management initiatives from Avantax, including strategy, best practices and client experience. The council is made up of individually selected leaders from Avantax Planning Partners’ affiliate firms. Bender was selected for the leadership skills and unique perspective he provides to Yeo & Yeo Wealth Management and Avantax.

Bender is the managing principal of Yeo & Yeo’s Saginaw office and leads the firm’s wealth management services. He 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 holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Financial Planning Association. In the community, Bender serves on the board of directors for Wellspring Lutheran Services and is treasurer of the Camp Rotary Foundation. He also serves on the St. Lorenz Foundation Finance Committee and the Valley Lutheran High School Growing Campaign Cabinet.

Yeo & Yeo Wealth Management works closely with Avantax, a pioneer in tax-smart investing, financial planning and wealth management, to provide a comprehensive approach to financial planning. Using a unique tax-focused perspective, Yeo & Yeo Wealth Management’s experienced financial planners develop strategies to help clients meet their overall financial goals and desired lifestyle for today and tomorrow.

Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. 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. 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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