January 07, 2025
Saginaw, MI: Yeo & Yeo is pleased to announce Andrew Matuzak, CPA, PFS, as the leader of Yeo & Yeo Wealth Management (YYWM), effective January 1, 2025. With over 13 years of experience in financial, accounting, and advisory services, Matuzak brings a deep passion for client service to his new role.
Matuzak succeeds Pete Bender, who successfully led YYWM for six years. Reflecting on his new role, Matuzak said, “I am honored to lead Yeo & Yeo Wealth Management. Building on the strong foundation Pete and our incredible team established, I look forward to helping our clients achieve their financial goals.”
Matuzak is a highly credentialed professional specializing in financial, retirement, tax, and trust and estate planning. As a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Investment Advisor Representative with Series 7 and Series 63 securities licenses, Matuzak combines his tax expertise with his knowledge of wealth management to provide clients with comprehensive financial strategies.
Matuzak also co-leads Yeo & Yeo’s Trust/Estate/Gift Tax Services Group and the Death Care Services Group. He is a member of the Great Lakes Bay Estate Planning Council and frequently shares his insights on Yeo & Yeo’s Everyday Business Podcast. In the community, he serves as treasurer of both the Thomas Township Business Association and the Rotary Club of Saginaw Valley, and is a member of the Saginaw Valley State University Advisory Board Council. Matuzak is also a 2023 graduate of Leadership Saginaw County, exemplifying his dedication to leadership development and community engagement. He is based in the firm’s Saginaw office.
“As Andrew steps into this leadership role, his vision and strategic mindset are already shaping the future of Yeo & Yeo Wealth Management,” said Yeo & Yeo President & CEO Dave Youngstrom. “We’re excited to see the positive impact his guidance will bring to our team and clients.”
This announcement comes after a remarkable year for YYWM. In 2024, the company was recognized at the 27th Annual Avantax Elevate Conference with multiple awards, including the Growth Award, Risk Management Partner Award, and Top Wealth Advisory Firm in the large firm division. Yeo & Yeo also recently celebrated 30 years of offering financial planning services.
Today, Yeo & Yeo Wealth Management works closely with Avantax®, a national leader in tax-smart investing and financial planning. With Avantax, YYWM provides comprehensive services, including asset management, retirement planning for individuals and businesses, estate planning strategies, and business transition solutions. The firm’s Guidance Planning Strategies (GPS) program offers clients an interactive approach to visualize their financial future, designing a plan that meets their goals and analyzing factors that can affect strategy. At the heart of these services is a commitment to guiding clients through complex financial decisions with confidence and clarity. Learn more about YYWM at yeoandyeo.com/wealth-management.
About Yeo & Yeo Wealth Management
Yeo & Yeo Wealth Management (https://www.yeoandyeo.com/services/wealth-management/wealth-management) helps businesses and individuals with their wealth management and investment strategies. Working closely with Avantax®, a national wealth management company, Yeo & Yeo Wealth Management delivers a holistic approach that connects financial planning, tax strategies, and insurance solutions. Wealth management services are offered in Yeo & Yeo’s offices throughout Michigan.
Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the Avantax® 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.
Matuzak succeeds Pete Bender, who successfully led YYWM for six years. Reflecting on his new role, Matuzak said, “I am honored to lead Yeo & Yeo Wealth Management. Building on the strong foundation Pete and our incredible team established, I look forward to helping our clients achieve their financial goals.”
Matuzak is a highly credentialed professional specializing in financial, retirement, tax, and trust and estate planning. As a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Investment Advisor Representative with Series 7 and Series 63 securities licenses, Matuzak combines his tax expertise with his knowledge of wealth management to provide clients with comprehensive financial strategies.
Matuzak also co-leads Yeo & Yeo’s Trust/Estate/Gift Tax Services Group and the Death Care Services Group. He is a member of the Great Lakes Bay Estate Planning Council and frequently shares his insights on Yeo & Yeo’s Everyday Business Podcast. In the community, he serves as treasurer of both the Thomas Township Business Association and the Rotary Club of Saginaw Valley, and is a member of the Saginaw Valley State University Advisory Board Council. Matuzak is also a 2023 graduate of Leadership Saginaw County, exemplifying his dedication to leadership development and community engagement. He is based in the firm’s Saginaw office.
“As Andrew steps into this leadership role, his vision and strategic mindset are already shaping the future of Yeo & Yeo Wealth Management,” said Yeo & Yeo President & CEO Dave Youngstrom. “We’re excited to see the positive impact his guidance will bring to our team and clients.”
This announcement comes after a remarkable year for YYWM. In 2024, the company was recognized at the 27th Annual Avantax Elevate Conference with multiple awards, including the Growth Award, Risk Management Partner Award, and Top Wealth Advisory Firm in the large firm division. Yeo & Yeo also recently celebrated 30 years of offering financial planning services.
Today, Yeo & Yeo Wealth Management works closely with Avantax®, a national leader in tax-smart investing and financial planning. With Avantax, YYWM provides comprehensive services, including asset management, retirement planning for individuals and businesses, estate planning strategies, and business transition solutions. The firm’s Guidance Planning Strategies (GPS) program offers clients an interactive approach to visualize their financial future, designing a plan that meets their goals and analyzing factors that can affect strategy. At the heart of these services is a commitment to guiding clients through complex financial decisions with confidence and clarity. Learn more about YYWM at yeoandyeo.com/wealth-management.
About Yeo & Yeo Wealth Management
Yeo & Yeo Wealth Management (https://www.yeoandyeo.com/services/wealth-management/wealth-management) helps businesses and individuals with their wealth management and investment strategies. Working closely with Avantax®, a national wealth management company, Yeo & Yeo Wealth Management delivers a holistic approach that connects financial planning, tax strategies, and insurance solutions. Wealth management services are offered in Yeo & Yeo’s offices throughout Michigan.
Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the Avantax® 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.
# # #
