Sierra Roy

Sierra Roy is a Manager based in the Ann Arbor office. She is a member of the firm’s Education Services Group and joined Yeo & Yeo in 2021.

Specializations

  • Assurance services with an emphasis on government entities, school districts, and non-profit organizations
  • Audit under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • University of Michigan-Dearborn, Bachelor of Business Administration in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

Mackenzie Doyle is a Manager based in the firm’s Alma office. She is a member of the Assurance Service Line. She joined Yeo & Yeo in 2021. 

Specializations

  • Assurance services with an emphasis on government entities, school districts, for-profit organizations, and employee retirement benefit plans
  • Audit under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

McKenzie Luria is a Manager in the Ann Arbor office. She is a member of the firm’s Assurance Service line. She joined Yeo & Yeo in 2023.

Specializations

  • Audits of school districts
  • Audits of nonprofit organizations
  • Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Wittenberg University, Bachelor in Accounting & Finance

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Founding member of Ann Arbor Women for Good
  • Volunteer for Ladywood Legacy group

Joey Winterstein is a Manager in the Saginaw office. He is a member of the firm’s Education Services Group. He joined Yeo & Yeo in 2019.

Specializations

  • Audits of school districts, nonprofit organizations and healthcare organizations
  • Audits under Uniform Grant Guidance (Single Audits)
  • Audits under Government Auditing Standards

Professional Certifications and Education

  • Certified Public Accountant
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

  • Presented On Auditing Michigan School Books at the 2024 MICPA Governmental Accounting & Auditing Conference
  • Presented various internal trainings on auditing schools in the State of Michigan

Community Involvement

  • Saginaw Valley Zoological Society (Saginaw Children’s Zoo), Treasurer

Nicole Hammis is a Manager in the Saginaw office and she is a member of the firm’s Government Services Group. She specializes in audits of nonprofit and for-profit entities and has more than five years of experience in public accounting. 

Specializations

  • Audits for nonprofit organizations and for-profit companies
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Saginaw County Young Professionals Network, member
  • Saginaw Community Foundation Investment Committee, member

David Berger is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC serving as a Partner for over 40 years. Dave has vast expertise in public accounting, serving businesses in real estate, construction, manufacturing, medical, nonprofit, and closely held businesses as well as high net worth individuals.

Specializations

  • Tax and financial preparation for businesses and individuals
  • High net worth individual tax planning and preparation
  • Estate tax audits
  • Peer review audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Arts – Accounting

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs
  • Employee Benefit Plan Audit Quality Center
  • Government Audit Quality Center

Kellen Riker is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Government Services Group. He joined Yeo & Yeo in 2018.

Specializations

  • Audits of for-profit businesses
  • Audits of school districts
  • Audits of governments
  • Audits under Government Audit Standards

Professional Certifications and Education

  • Certified Public Accountant
  • University of Michigan – Flint, Bachelor of Business Administration in Accounting
  • University of Michigan – Flint, Master of Business Administration in Finance

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association

Publications/Seminars

  • Presented various internal trainings on governmental accounting for governments
  • Presented an internal training on the firm’s Career Advocacy Program

Community involvement

  • American Cancer Society Making Strides Against Breast Cancer, volunteer
  • Special Olympics, volunteer
  • Yeo & Yeo Foundation, Young Professionals Service Chair

Awards

  • MICPA Rising Star Award – 2024
  • Flint and Genesee Group, 40 Under 40 honoree – 2022
  • Spirit of Yeo Award (2021) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Jordan Bohlinger is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Education Services Group. He joined Yeo & Yeo in 2017. 

Specializations

  • Audits of school districts
  • Audits of nonprofit organizations
  • Audits under Government Auditing Standards
  • Single audits and audits under 2 CFR 200
  • 990 Tax Returns

Professional Certifications and Education

  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials 

Publications/Seminars

  • Presented various internal trainings related to governmental accounting for school districts

Community Involvement

  • Bay Valley Academy Gymnastics Booster Club, treasurer 

Awards

  • Flint and Genesee Group, 40 Under 40 honoree – 2024

Christina LaVielle is a Manager in the Troy office. She is a member of the firm’s Government Services Group and Audit Services Group. She joined Yeo & Yeo in 2009. 

Specializations

  • Specialization in auditing of local governments, including cities, townships, counties, villages, libraries and water districts
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Education

  • Central Michigan University, Bachelor of Science in Professional Accountancy 

Professional Membership

  • Michigan Government Finance Officers Association
  • Auburn Hills Chamber of Commerce

Publications/Seminars

Community Involvement

  • Auburn Hills Chamber of Commerce’s ILEAD program graduate

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Shannon Champagne is a Manager in the Saginaw office. She is a member of the firm’s Nonprofit Services Group and Audit Services Group. She joined Yeo & Yeo in 2018. 

Specializations

  • Audits for school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single audits)
  • Nonprofit tax returns – Form 990

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Saginaw Township Soccer Association, past board member
  • Saginaw Young Professionals Network, member

Jordan Hale is a Manager in the Lansing office. He specializes in audits for nonprofits and real estate entities. He joined Yeo & Yeo in 2013.

Specializations

  • Audits of real estate entities
  • Audits of nonprofit organizations
  • Single audits under Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Not-for-Profit Certificate 1 from the AICPA
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Yeo & Yeo Foundation board, Treasurer
  • Meals on Wheels volunteer
  • Greater Lansing Food Bank volunteer
  • Boys and Girls Club of Lansing volunteer
  • Capital Area Humane Society volunteer

Sophia is a Manager with the Ann Arbor office. She is a member of Yeo & Yeo’s Audit Services Group. She joined the firm in 2015.

Specializations

  • Audits of school districts
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of for-profit companies

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University – Master of Science in Accounting 
  • Eastern Michigan University – Bachelor of Science in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants 

Publications/Seminars

  • Developed and conducted in-house training on audit updates for school districts, nonprofits and businesses

Articles

Wendy Thompson is Yeo & Yeo’s training manager. She joined Yeo & Yeo in 2006 and has over 20 years of public accounting experience. Wendy researches and teaches all aspects of accounting, compilations, reviews, audits and nonprofit tax returns. She assists staff in nine Yeo & Yeo offices with software used in these areas and creates and updates best practices. She is a member of the firm’s Audit Services Group, the Nonprofit Services Group and the Compilation and Review team.

Specializations

  • Training and development
  • Audits of nonprofit organizations
  • Audits under government auditing standards
  • Nonprofit organization taxation
  • Single audits under 2 CFR200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northern Michigan University, Bachelor of Science in Accountancy
  • Northern Michigan University, Bachelor of Science in Spanish

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Association for Talent Development (ATD)
  • Michigan Association of Certified Public Accountants’ Nonprofit Task Force

Publications/Seminars

  • The Exception to the Rule: An Analysis of Single Audit Results – MICPA Nonprofit Conference, October 2021
  • Year-End Payroll: Payroll & Tax Returns (941), W-2s – MSBO Conference, October-November 2021 (with Kristi Krafft-Bellsky)
  • Deep Dive Into Form 990 – MICPA Nonprofit Conference, October 2020
  • Form 990 Statement of Revenue – MICPA Nonprofit Conference, October 2020
  • GAAP Alternatives for Nonprofits – MICPA CPE Mega Conference, October 2019
  • Facing the Topic 606 Challenge – MICPA Nonprofit Conference, October 2019
  • A Nonprofit Accounting and Financial Reporting Update – MICPA Nonprofit Conference, October 2019
  • New Accounting Standards for 2018 – Michigan Society of Association Executives 2018 Operations Conference, January 2018
  • What’s All the Fuss About Form 990? eBook
  • Lobbying and Political Expenditures eBook
  • Revenue Recognition for Nonprofits eBook
  • Essential Nonprofit Policies eBook
  • Functional Expense Allocation for Nonprofits After ASU 2016-14 eBook

Community Involvement

  • Boy Scout Troop 760, Scoutmaster
  • Girl Scout Troop, Co-leader
  • Midland High Music Parents Association, Band Representative

Awards

  • Spirit of Yeo Award (2016) – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Daniel Beard is a Senior Manager in the Ann Arbor office. He is a member of the firm’s Government Services Group. He joined Yeo & Yeo in 2014.

Specializations

  • Audit and assurance services, with an emphasis on government entities, nonprofit organizations and for-profit companies
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Business Administration
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association

Publications/Seminars

Community Involvement

  • Leadership A2Y graduate, 2020
  • Certified Tourism Ambassador in Washtenaw County

Timothy Crosson Jr. is a Principal in the Ann Arbor office. He is a member of the firm’s Education Services Group and Audit Services Group. Tim joined Yeo & Yeo in 2014 and has more than 12 years of audit and business consulting experience.

Specializations

  • Audit and assurance services for governmental units, school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant
  • University of Michigan-Dearborn, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

Community Involvement

  • The University of Michigan-Dearborn Alumni Association
  • Community Choice Credit Union, vice chairman of the board
  • Community Choice Foundation, vice chairman of the board
  • NuPath Community Credit Union, former board member

Michael Evrard is a Principal in the Kalamazoo office. He leads the firm’s Audit Services Group and is a member of the Nonprofit Services Group and the Education Services Group. He joined Yeo & Yeo in 2010.

Specializations

  • Single audits under Uniform Guidance (2 CFR 200)
  • Audits under government auditing standards
  • Audits of school districts
  • Audits of public school academies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of 401(k) plans
  • Audits of for-profit companies
  • Data extraction

Professional Certifications and Education

  • Certified Public Accountant
  • AICPA Advanced Single Audit Certification
  • Central Michigan University, Bachelor of Business Administration in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

Publications/Seminars

Community Involvement

  • Guys Who Give of Kalamazoo County
  • Family Promise of Genesee County, former treasurer
  • Mott College Accounting Advisory Committee, former member
  • Genesee County Habitat for Humanity, former volunteer
  • Leadership Genesee graduate

Marisa Ahrens is a Principal in the Saginaw office. She is the leader of the firm’s Employee Benefit Plan Audit Services Group. She joined Yeo & Yeo in 2009.

Specializations

  • Specialization in Employee Benefit Plan Audits and Advisory services including defined contributions, 401(k) and 403(b) plan audits; employee stock ownership plan (ESOP) audits; internal controls; and efficiency consulting.
  • Audit and assurance services for retirement plans, for-profit companies and nonprofit organizations

Professional Certifications and Education

AICPA Advanced Defined Contribution Plans Audit Certificate
  • Certified Public Accountant
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting
  • AICPA Advanced Defined Contribution Plans Audit Certificate

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

Publications/Seminars

Community Involvement

  • Saginaw County Business & Education Partnership, past treasurer (2015-2019)
  • Mid-Michigan Children’s Museum, treasurer
  • St. Lorenz Church, treasurer

Michael Rolka is a Principal in the Troy office and serves in the Assurance Service Line. He leads the firm’s Government Services Group. Mike joined Yeo & Yeo in 2012.

Specializations

  • Audits of governmental entities
  • Single audits under Uniform Grant Guidance
  • Audits of school districts
  • Audits under government auditing standards

Professional Certifications and Education

  • Certified Public Accountant
  • Certified Government Financial Manager
  • Saginaw Valley State University, Bachelor of Professional Accountancy
  • Emerging Leaders Academy graduate, 2025

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Board of Directors and Standards Committee

Publications/Seminars

Community Involvement

  • Special Olympics, volunteer
  • Clinton River Watershed Council Finance Committee
  • LEA Global Volunteer Week, volunteer

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2025

Jennifer Watkins is a Principal in the Flint office. She has extensive experience in providing audit services for nonprofit organizations and school districts, and is the Education Services Group leader. She is a frequent presenter at regional and statewide school and governmental accounting conferences and is a member of Michigan Department of Education Committees that provide accounting guidance for school districts. She joined the firm in 2006.

Specializations

  • Performing auditing and assurance services for governmental units, school districts and nonprofit organizations
  • Performing audits under Uniform Guidance (single audits) and audits under Government Auditing Standards

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Association of School Business Officials (ASBO)
  • Michigan School Business Officials (MSBO)
  • Michigan Department of Education’s 1022 Committee
  • Michigan Department of Education’s Audit Referent Committee
  • Various Regional School Business Official Organizations

Publications/Seminars

Community Involvement

  • Zonta Club of Flint Board of Directors
  • Genesee County Habitat for Humanity
  • United Way of Genesee County
  • Leadership Genesee
  • Genesee County Humane Society
  • St. Paul Lutheran Church & School volunteer
  • Powers Catholic High School volunteer
  • Whaley Children’s Center

Jamie Rivette is a Principal in the Saginaw office audit department. She leads the firm’s Assurance Service Line and is a member of the Government Services Group. She joined Yeo & Yeo in 1999 and is a member of the Yeo & Yeo Board of Directors.

Specializations

  • Assurance services for governmental units, school districts and not-for-profit organizations
  • Audits under government auditing standards
  • Single audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Northwood University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Government Finance Officers Association
  • Michigan Association of Certified Public Accountants
  • Michigan Association of School Boards
  • Michigan Government Finance Officers Association, past board member
  • Michigan Government Finance Officers Association – Accounting and Auditing Standards Committee
  • Michigan Government Finance Officers Association – Mentoring and Membership Committee
  • Michigan Municipal Executives
  • Michigan Municipal League
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee

Publications/Seminars

Community Involvement

  • Hemlock School Board of Education, treasurer
  • Hemlock/Ling Elementary Parent Teacher Organization, past treasurer
  • Junior League Community Advisory Board
  • Girls on the Run, past volunteer coach
  • Hemlock Middle School Cross Country, past assistant coach

Awards

  • Michigan Association of Certified Public Accountants’ Women to Watch – Experienced Leader Award – 2019