Connor Braun
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
- Central Michigan University – Bachelor of Science in Business Administration, accounting
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
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
Kevin Bouma is a Nonprofit Consulting Manager in the Kalamazoo office. He has more than 25 years of experience in public and private accounting, including serving as Chief Financial Officer for organizations in the nonprofit industry.
Specializations
- Interim CFO/Controller services
- Year-end audit preparation and reconciliations
- Nonprofit accounting training
- Annual audit coordination and oversight
- Monthly financial statement reviews
- Budgeting
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Nonprofit Accounting Professional
- Certified QuickBooks ProAdvisor
- Indiana Wesleyan University, Master of Business Administration in Accounting
- Central Michigan University, Bachelor of Science in Business Administration in Accounting
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association 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
- Business consulting
- Reviewed financial statements
- GAAP basis financial statements
- Business and individual tax planning
- Experience in the following industries – manufacturing, construction, and retail
Professional Certifications and Education
- Certified Public Accountant
- Northwood University, Master of Business Administration in Accounting
- Saginaw Valley State University, Bachelor of Business Administration in Accounting
- Dale Carnegie graduate
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Publications/Seminars
- Understanding the Impact of the One Big Beautiful Bill – presented at Saginaw County Chamber of Commerce’s small business development program, November 2025
- Understanding the Impact of the One Big Beautiful Bill – presented at Midland Business Alliance’s Issues and Answers, November 2025
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
- Tax return preparation for individuals, partnerships, S corporations, C corporations, and nonprofit organizations
- Accounting, compilations, and reviews for nonprofit and for-profit entities
- Payroll processing, reconciling, and tax compliance
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
- Davenport University, Bachelor of Science in Business Administration in Accounting
- Davenport University, Master of Business Administration in Accounting
- Dale Carnegie graduate
Professional Membership
- American Institute of Certified Public Accountants (AICPA)
- Michigan Association of Certified Public Accountants (MICPA)
Community Involvement
- Barry County United Way, volunteer
- IRS Volunteer Income Tax Assistance (VITA) program, volunteer
- Epilepsy Foundation of Michigan, volunteer
Nicholas McFadden is a Manager based in the firm’s Ann Arbor office. He specializes in tax planning and business consulting. He has experience serving organizations in a wide range of industries, including construction, retail, manufacturing, transportation, real estate, and professional services.
Specializations
- Strategic tax planning and compliance for businesses
- Multi-state taxation
- Corporate restructuring
Professional Certifications and Education
- Certified Public Accountant
- Eastern Michigan University, Bachelor of Science in Political Science
- Eastern Michigan University, Master of Science in Taxation
Professional membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
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
Matt Black is a Senior Manager in Tax & Consulting Service Line in the Ann Arbor office. He leads the Valuation, Forensics, and Litigation Support Services Group. He has more than 15 years of experience in mergers, acquisitions, and business valuation.
Specializations
- Business valuation and litigation support services for privately owned businesses
- Business advisory and consulting
- M&A transaction support
Professional Certifications and Education
- Michigan State University, Bachelor of Arts in Finance
- Accredited Senior Appraiser (ASA)
Professional Membership
- American Society of Appraisers
Community Involvement
- Special Olympics Michigan, volunteer and former board member
- Make-a-Wish Michigan
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
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
- Tax and business consulting for management; financial reporting and tax issues with strong emphasis on small businesses
- Consulting on QuickBooks and other accounting software
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
- Michigan Association of Certified Public Accountants
- Builders Association of Metro Flint
Publications/Seminars
- Maximizing Wealth Transfer: The Strategic Role of Irrevocable Life Insurance Trusts (ILITs), January 2024
- What Are the Roles and Responsibilities of a Trustee? November 2023
- Family Business Owners Must Weave Together Succession and Estate Planning, December 2020
- Podcast: The Benefits of Trusts, December 2020
- Podcast: The Tax Impact of Receiving an Inheritance, December 2020
- What is a 529 Plan and How Can One Benefit Me, February 2018
Community Involvement
- Humane Society of Genesee County, Endowment Committee member
- Flint Rotary Club, member and treasurer
- Holy Family Catholic Church, Finance Committee
- Grand Blanc Chamber of Commerce, former member of the Finance Committee
- Leadership Genesee graduate
Madi Moreau is a Manager in the Flint office. She is a member of the Tax & Consulting Service Line, and specializes in tax and consulting services for the real estate industry.
Specializations
- Tax planning and preparation for corporations, pass-through entities and individuals with a focus on the real estate industry
- Business advisory services
- Preparation and analysis of financial statements
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Bachelor of Science in Accounting, University of South Florida
- Master of Business Administration in Forensic Accounting, University of South Florida
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Community Involvement
- Ronald McDonald House Charities, volunteer
- Crossover Outreach, volunteer
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
- Tax planning and preparation services for individuals, partnerships and corporations
- State & Local Tax (SALT)
- Multi-state tax
- Sales tax economic nexus provisions; online sales and sales tax compliance
- Complex tax topics
- Trust, gift and estate taxation
- Michigan Prepaid Funeral and Cemetery Sales Act Annual Report and Cemetery Annual Report compliance
Professional Certifications and Education
- Certified Public Accountant
- Northwood University, Bachelor of Business Administration in Accounting and Management
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Publications/Seminars
- Economic Nexus for Sales Tax in Multiple States, November 2021
- Estate Planning 101, November 2022
- Special Needs Trusts and ABLE Accounts: When Are They Needed and Which Option is Best?, February 2022
- How to Opt Out of the Advance Child Tax Credit Payments and Why You Might Want To, July 2021
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 and real estate
Professional Certifications and Education
- Certified Public Accountant
- Adrian College, Master of Accountancy
- Adrian College, Bachelor of Accountancy
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Auburn Hills Chamber of Commerce Business Referral Group
- 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
- Business advisory services
- Accounting software consulting services with an emphasis on QuickBooks
- Financial statement preparation
- Tax planning and preparation
- Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
Professional Certifications and Education
- Certified Public Accountant
- 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
- Understanding the Impact of the One Big Beautiful Bill – presented at Saginaw County Chamber of Commerce’s small business development program, November 2025
- Understanding the Impact of the One Big Beautiful Bill – presented at Midland Business Alliance’s Issues and Answers, November 2025
Community Involvement
- Yeo Young Professionals – President and chair of the firm’s annual service project to benefit Habitat for Humanity
Awards
- MICPA Rising Star Award (2025)
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
- Risk management
- Estate and trust taxes
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Oakland University, Bachelors in Accounting
- Walsh College, Master of Science in Taxation
Professional Membership
- American Institute of CPAs
- Michigan Association of CPAs
- Employee Benefit Plan Audit Quality Center
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
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
- Tax and financial preparation for individuals, corporations, partnerships, fiduciaries, trusts and estates, and closely held businesses
- High net worth individual tax planning and preparation
- Estate tax audits
- Pension and profit sharing
- Forensic audits
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Walsh College, Master of Science in Taxation
- Michigan State University, Bachelor of Arts – Accounting
Professional Membership
- American Institute of Certified Public Accountants (AICPA)
- Michigan Association of Certified Public Accountants (MICPA)
- MICPA State and Local Tax Force
- MICPA Peer Review Task Force
- Employee Benefit Plan Audit Quality Center
- Government Audit Quality Center
Community Involvement
- Detroit Athletic Club – Member
- Upper Long Lake Estates Corporation – President and Treasurer
- Optimist Club of West Bloomfield – Past President and Treasurer
- West Bloomfield Chamber of Commerce – Past President and Treasurer
- West Bloomfield Township Public Library – Past Elected Trustee
Avery Warren is our dynamic and dedicated recruiter specializing in bringing experienced professionals to Yeo & Yeo. She’s the go-to person for anyone looking to take their career to the next level. When she’s not busy connecting with potential candidates, Avery enjoys playing and coaching volleyball and attending community events, including those hosted by the Auburn Hills Chamber of Commerce and MCEEA. She is passionate about matching people with their dream roles.
Specializations
- Talent acquisition, including a variety of applicant tracking systems and screening talent
- Talent sourcing through employment platforms
- Human resources management functions in support of talent management
- Full-cycle recruiting processes
Professional Certifications and Education
- Madonna University, Bachelor of Business Administration in Human Resource Administration
Professional Membership
- Michigan Career Educator & Employer Alliance
- Valley Society for Human Resource Management
Community Involvement
- Force Volleyball Club, volleyball coach for middle school and high school athletes
- Gleaners Community Food Bank, volunteer