Michelle Wisniewski

Michelle Wisniewski is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Michelle focuses on tax planning and preparation services for individuals, partnerships, and corporations.

Specializations

  • Financial statement compilations and reviews
  • Tax planning and preparation services for individuals, partnerships, and corporations

Professional Certifications and Education

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

Professional Memberships

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

Mariola Heilman is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Mariola focuses on tax and financial statement preparation within the real estate industry.

Specializations

  • High net worth individual tax planning and preparation
  • Tax and financial statement preparation within the real estate industry

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College of Accountancy, Bachelor of Accountancy
  • Wayne State University, Master of Business Administration

Professional Membership

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

John Youngblood is a Manager in the firm’s Troy office. He joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. She specializes in tax planning and tax return preparation for high-net-worth individuals and financial statement preparation for clients in the real estate industry.

Specializations

  • High net worth individual tax planning and preparation
  • Tax and financial statement preparation for real estate industry

Professionals Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College, Master of Accountancy

Professional Memberships

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

Community Involvement

  • ACS Road to Recovery, volunteer

Edward Agodorny is a Manager in the firm’s Troy office. He joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Edward specializes in compilation and review engagements, financial statement preparation, and tax planning for individuals and small businesses.

Specializations

  • Compilation and review engagements
  • Financial statement preparation
  • Tax planning for individuals and small businesses
  • Tax return preparation for individuals, for-profit businesses, non-profit organizations, and employee benefit plans

Professional Certifications and Education

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

Professional Membership

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

Argita Ivezaj is a Manager in the firm’s Troy office. She joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Argita specializes in tax planning and tax return preparation for businesses and individuals, with experience advising clients on federal, state, and local tax matters.

Specializations

  • Succession planning for family-owned companies
  • Tax planning for small businesses

Professional Certifications and Education

  • University of Tirana Albania, Bachelor of Business Administration in Accounting, Faculty of Economics

Professional Memberships

  • Michigan Association of Certified Public Accountants

Community Involvement

  • St. Paul Albanian Catholic Church, volunteer

Brett Lechner is a Manager in the Ann Arbor office. He specializes in business consulting and tax planning and preparation for businesses and individuals. He has more than 12 years of public accounting experience. 

Specializations

  • Business consulting
  • Preparation and analysis of financial statements
  • Preparation of payroll returns
  • Tax planning and preparation for individuals and businesses
  • QuickBooks consulting

Professional Certifications and Education

  • Certified QuickBooks Online ProAdvisor
  • Northwood University, Bachelor of Business Administration in Accounting

Robert Roest is a Manager in the Alma and Flint offices. He specializes in tax planning and preparation for businesses and individuals, and has more than five years of public accounting experience. 

Specializations

  • Business advisory services
  • Multi-state taxation
  • Tax planning and preparation

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

Connor Braun is a Manager in the Tax & Consulting Service Line. He specializes in tax planning and preparation with an emphasis on the manufacturing, construction, and real estate industries. He is based in the Saginaw office.

Specializations

  • Business and individual tax planning with an emphasis on the manufacturing, construction, and real estate industries

Professional Certifications and Education

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

Professional Membership

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

Daniel Gruzd II is a Manager based in the firm’s Saginaw office. He specializes in tax planning and business consulting with an emphasis on the manufacturing, construction, and retail industries.

Specializations

  • Accounting software consulting; emphasis on Quickbooks and Sage
  • Business and individual tax planning
  • Business consulting
  • Experience in the following industries – manufacturing, construction, and retail
  • GAAP basis financial statements
  • Reviewed financial statements

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Dale Carnegie graduate
  • Northwood University, Master of Business Administration in Accounting
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Saginaw Young Professionals Network

Publications/Seminars

  • Presentation: Speaker for “Understanding the Impact of the One Big Beautiful Bill” at the Saginaw County Chamber of Commerce Small Business Development Program
  • Presentation: Speaker for “Understanding the Impact of the One Big Beautiful Bill” at the Midland Business Alliance Issues and Answers event

Community Involvement

  • Positive Results in Downtown Saginaw – Holidays in the Heart of the City Planning Committee

Steve Soules is a Manager in the Kalamazoo office. He has more than five years of experience in public accounting and specializes in tax preparation, compilations, and reviews for nonprofit and for-profit entities. 

Specializations

  • Accounting, compilations, and reviews for nonprofit and for-profit entities
  • Payroll processing, reconciling, and tax compliance
  • Tax return for individuals, partnerships, S corporations, C corporations, and nonprofit organizations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
  • Dale Carnegie graduate
  • Davenport University, Bachelor of Science in Business Administration in Accounting
  • Davenport University, Master of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)

Community Involvement

  • Barry Country United Way, volunteer
  • Epilepsy Foundation of Michigan, board member
  • IRS Volunteer Income Tax Assistance (VITA) program, volunteer

Rebecca Millsap is the Managing Principal in the Flint office. Her background is in tax and business consulting. She utilizes her skills to assist clients in taxation, financial reporting, business consulting and strategic planning. She leads the firm’s Estate & Trust Group and is a member of the Tax Services Group and serves on the firm’s board of directors. She joined Yeo & Yeo in 1994.

Specializations

  • Consulting on QuickBooks and other accounting software
  • Tax and business consulting for management; financial reporting and tax issues with a strong emphasis on small businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Builders Association of Metro Flint
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: Maximizing Wealth Transfer: The Strategic Role of Irrevocable Life Insurance Trusts (ILITs)
  • Article: What Are the Roles and Responsibilities of a Trustee?
  • Article: Family Business Owners Must Weave Together Succession and Estate Planning
  • Article: What Is a 529 Plan and How Can One Benefit Me
  • Podcast: The Benefits of Trusts
  • Podcast: The Tax Impact of Receiving an Inheritance

Community Involvement

  • Flint Rotary Club, member and treasurer
  • Grand Blanc Chamber of Commerce, former member of the finance committee
  • Holy Family Catholic Church, finance committee
  • Humane Society of Genesee County, Endowment Committee, secretary
  • Leadership Genesee graduate

Disclaimer

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.

Shawn Davis is a Manager based in the firm’s Saginaw office and serves in the Tax & Consulting Service Line. He is a member of the Trust & Estate Services Group, the Death Care Services Group, and the State and Local Tax Services Group, specializing in sales tax. He joined Yeo & Yeo in 2019.

Specializations

  • Complex tax topics
  • Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
  • Multi-state tax
  • Sales tax economic nexus provisions; online sales and sales tax compliance
  • State & Local Tax (SALT)
  • Tax planning and preparation services for individuals, partnerships and corporations
  • Trust, gift and estate taxation

Professional Certifications and Education

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

Professional Membership

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

Publications/Seminars

  • Article: Economic Nexus for Sales Tax in Multiple States
  • Article: Estate Planning 101
  • Article: Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option Is Best?
  • Article: How to Opt Out of the Advance Child Tax Credit Payments and Why You Might Want To

Community Involvement

  • Bay City Noon Rotary Club, board member

Brandon Brom is a Manager based in the firm’s Troy office. He specializes in real estate, nonprofit organizations, state and local taxation, and partnership taxation, with a particular focus on the sale and transfer of partnership interests.

Specializations

  • State and local taxation
  • Tax planning and preparation for partnerships
  • Experience in the following industries: nonprofit, real estate, and cannabis

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Adrian College, Bachelor of Accountancy
  • Adrian College, Master of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce Business Referral Group
  • Michigan Association of Certified Public Accountants
  • Troy Chamber of Commerce Business Networking Group

Michael Wilson II is a Manager based in the Saginaw office. He specializes in business advisory services, consulting, and tax planning and preparation with an emphasis on the cannabis industry. He is a member of the firm’s Cannabis Services Group. 

Specializations

  • Accounting software consulting services with an emphasis on QuickBooks
  • Business advisory services
  • Financial statement preparation
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
  • Tax planning and preparation

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
  • Saginaw County Young Professionals Network – Steering Committee

Publications/Seminars

  • Presentation: Speaker for “Understanding the Impact of the One Big Beautiful Bill” at the Saginaw County Chamber of Commerce Small Business Development Program
  • Presentation: Speaker for “Understanding the Impact of the One Big Beautiful Bill” at the Midland Business Alliance Issues and Answers event

Community Involvement

  • Yeo & Yeo Foundation Board
  • Yeo Young Professionals – President and chair of the firm’s annual service project to benefit Habitat for Humanity

Awards

Jim 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 Principal. Jim has over 40 years of deep financial expertise working in both public accounting and private company. He serves a variety of industries, including specialization in real estate, construction, manufacturing, medical, nonprofit, and technology.

Specializations

  • Accounting, tax and financial preparation for businesses and individuals
  • Business advisory, planning and forecasting
  • Estate and trust taxes
  • Risk management

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Oakland University, Bachelor’s in Accounting
  • Walsh College, Master of Science in Accounting

Professional Membership

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

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

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

Professional Certifications and Education

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

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs

Alan LaDuke is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, where he served as a Partner. Alan has over 42 years of experience in public accounting, serving business and individual clients in real estate, construction, manufacturing, medical, mortgage banking, retail, wholesale, and nonprofit industries.

Specializations

  • Estate tax audits
  • Forensic audits
  • High net worth individual tax planning and preparation
  • Pension and profit sharing
  • Tax and financial preparation for individuals, corporations, partnerships, fiduciaries, trusts and estates, and closely held businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Bachelor of Arts in Accounting
  • Walsh College, Master of Science in Taxation

Professional Membership

  • American Institute of Certified Public Accountants
  • Employee Benefit Plan Audit Quality Center
  • Government Audit Quality Center
  • Michigan Association of Certified Public Accountants
  • MICPA Peer Review Task Force
  • MICPA State and Local Tax Force

Community Involvement

  • Detroit Athletic Club, member
  • Optimist Club of West Bloomfield, past president and treasurer
  • Upper Long Lake Estates Corporation, president and treasurer
  • West Bloomfield Chamber of Commerce, past president and treasurer
  • West Bloomfield Township Public Library, past elected trustee

Danielle Lutz is a Manager in the Saginaw office. She specializes in business consulting and tax planning and preparation. She is a member of the firm’s Business Valuation and Litigation Support Group and Manufacturing Services Group. She has more than seven years of experience in the accounting profession, five of those in public accounting.

Specializations

  • Business consulting
  • Financial statement reporting with a focus on manufacturing, construction, and agriculture industries
  • Forensic accounting – fraud investigation and prevention
  • Individual and business tax planning and preparation
  • Technical accounting research

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Young Professionals Network – Energize Bay City

Community Involvement

  • Mid-Michigan Manufacturers Association, treasurer

Derrick Friend is a Manager in the Troy office. He specializes in tax planning and preparation with an emphasis on individual taxes. He joined Yeo & Yeo in 2016.

Specializations

  • Individual taxation for high-net-worth clients
  • State and local taxation
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Psychology
  • Walsh College, Master of Accountancy

Professional Membership

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

Community Involvement

  • Linden Community Schools, volunteer

Kyle Richardson is a Senior Manager in the Troy office. His areas of expertise include tax planning and preparation and business advisory services. He is a member of the firm’s Trust and Estate Services Group, and he joined Yeo & Yeo in 2018.

Specializations

  • Business advisory services
  • Tax planning and preparation with an emphasis on trusts and estates

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College, Bachelor of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce
  • Auburn Hills Chamber of Commerce, Next Generation group
  • Michigan Association of Certified Public Accountants
  • Troy Chamber of Commerce

Publications/Seminars

  • Article: Estate Planning Discussion: What Is Portability and How Can It Affect You?

Community Involvement

  • American Cancer Society, volunteer
  • Auburn Hills Chamber of Commerce’s ILEAD program graduate
  • Walsh College Student Veteran Organization, former president
  • Woodside Bible Church

Awards

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