Daniyal Ahmed
Daniyal Ahmed is a financial planning consultant for Avantax Planning PartnersSM with more than six years of financial consulting experience. In collaboration with Yeo & Yeo Wealth Management, Daniyal provides integrated planning and investment strategies for growing and protecting individuals’ and business clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing them for tax efficiency and helps with business transition strategies. His focus is based on each client’s unique objectives and priorities. Daniyal is a registered representative with Avantax Investment ServicesSM.
Specializations
- Estate planning
- Risk management
- Retirement planning for businesses
- Retirement planning for individuals
- Business transition strategies
Professional Certifications and Education
- FINRA Series 7 and 66 securities licenses
- CERTIFIED FINANCIAL PLANNER™ Certification® (CFP)
- University of Iowa, Bachelor of Arts in Finance
Matthew Cash is a financial planning consultant for Avantax Planning PartnersSM. In collaboration with Yeo & Yeo Wealth Management, Matt provides integrated planning and investment strategies for growing and protecting individual and business clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing for tax efficiency and helps with business transition strategies. His focus is based on each client’s unique objectives and priorities. Matt is a registered representative with Avantax Investment ServicesSM and a licensed health, accident, life and variable annuity agent.
Specializations
- Estate planning
- Risk management
- Retirement planning for businesses
- Retirement planning for individuals
- Business transition strategies
Professional Certifications and Education
- CERTIFIED FINANCIAL PLANNER™ certificant
- FINRA Series 7, 63, and 65 securities licenses
- Ohio State, Bachelor of Arts in Economics
Andrew Matuzak leads Yeo & Yeo Wealth Management, the firm’s financial planning entity. He is a member of the firm’s Tax Services Group and the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning PartnersSM, Andrew works hand-in-hand with clients to connect tax strategy to financial planning goals. He joined Yeo & Yeo in 2011 and is based in the firm’s Saginaw office.
Specializations
- Financial planning for individuals
- Retirement planning for businesses
- Individual and business taxation and tax planning
- High-net-worth individual taxation
- Trust and estate administration
- Trust, gift and estate taxation
- Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
Professional Certifications and Education
- Investment Advisor Representative
- Series 7 and Series 63 Security Licenses
- Certified Public Accountant
- Personal Financial Specialist (PFS)
- Saginaw Valley State University – Bachelor of Professional Accountancy
- Dale Carnegie graduate
Professional Membership
- American Institute of CPAs
- Michigan Association of CPAs
- Michigan Funeral Directors Association
- Michigan Cemetery Association
- Great Lakes Bay Estate Planning Council
Publications/Seminars
- Developed and conducted in-house training on individual tax preparation, tax updates, estate tax and trusts
- SECURE Act 2.0 – Impacts on Trusts as Beneficiaries of IRAs and Other Qualified Plans, February 2023
- 5 Tax Planning Tips For Retirees, October 2021
- Podcast: The Tax Impact of Receiving an Inheritance, December 2020
- Podcast: The Benefits of Trusts, December 2020
- Tax Implications of Working From Home and Collecting Unemployment, September 2020
- Podcast: The SECURE Act ad Extenders Bill, February 2020
- Reasons Why Married Couples Might Want to File Separate Tax Returns, February 2020
- New Rules Will Soon Require Employers to Annually Disclose Retirement Income to Employees, February 2020
- SECURE Act Helps Businesses Make Their Employees’ Retirement Secure, January 2020
- Using Nongrantor Trusts as an Effective Tax Planning Tool After the TCJA, 2019, Tax Advisor
Community Involvement
- Leadership Saginaw County graduate, June 2023
- Rotary International District 6310 Finance Committee
- Rotary Club of Saginaw Valley, Past Treasurer and Past President
- Thomas Township Business Association, Treasurer
- SVSU Advisory Board Committee
- Saginaw Valley Young Professionals Network
- Friends of Theodore Roethke Foundation, Volunteer
Awards
- 2026 RUBY Award
- President’s Club Award from Avantax recognizing outstanding client service and a high level of ethics, integrity and leadership (2024)