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
- American Institute of Certified Public Accountants
- Michigan Association 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
- Article: Understanding ERISA and Its Impact on Benefit Plan Audits
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 nonprofit organizations
- Audits of school districts
- 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 Government Auditing Standards
- Audits under Uniform Grant Guidance (Single Audits)
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
- Michigan School Business Officials
Publications/Seminars
- Presentation: Speaker for “Auditing Michigan School Books” at the 2024 Michigan Association of Certified Public Accountants Governmental Accounting & Auditing Conference
- Presentation: Speaker for “Back to School: The Changing Audit Environment of Education” at the 2025 Michigan Association of Certified Public Accountants Governmental Accounting & Auditing Conference
- Training: Internal instructor for trainings on auditing schools in the State of Michigan
Community Involvement
- Saginaw Valley Zoological Society (Saginaw Children’s Zoo), Treasurer
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
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 governments
- Audits of school districts
- AI integration in audits and project management
Professional Certifications and Education
- Certified Public Accountant (CPA)
- 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, Technology Resource Committee
Publications/Seminars
- Presentation: Internal speaker for training on the firm’s Career Advocacy Program
- Presentation: Speaker on GASB 101 for the American Institute of Certified Public Accountants
- Training: Internal instructor for training on governmental accounting for government entities
Community involvement
- American Cancer Society Making Strides Against Breast Cancer, volunteer
- Flushing Area Chamber of Commerce, participant in annual paczki eating contest
- Special Olympics, volunteer
- Yeo & Yeo Foundation, former 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
- Article: GASB 103 is Here: What It Means for K–12 School Districts’ MD&A and Beyond
- Training: Internal instructor for training on governmental and school districts
Community Involvement
- Bay Valley Academy Gymnastics Booster Club, treasurer
Awards
- Flint and Genesee Group, 40 Under 40 honoree – 2024
Alan Panter is a Principal in the Troy office audit department. He is a member of the firm’s Government Services Group and Employee Benefits Group. Alan joined the firm in 2017 with more than 28 years of experience in providing audit and consulting services.
Specializations
- Audit and consulting for state and local government entities, education, and nonprofit organizations
- Employee benefit plan audits
- Internal controls and procedures analysis
- Single audit (2 CFR 200)
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Government Financial Manager (CGFM)
- Michigan State University, Bachelor of Science in Accounting
Professional Membership
- AICPA Employee Benefit Plan Audit Quality Center
- American Institute of Certified Public Accountants (AICPA)
- Auburn Hills Chamber of Commerce
- Detroit Economic Club
- Government Finance Officers Association (GFOA)
- Macomb-St. Clair School Business Officials
- Michigan Association of Certified Public Accountants (MICPA)
- Michigan Government Finance Officers Association (MGFOA)
- Michigan School Business Officials (MSBO)
- Troy Chamber of Commerce
Publications/Seminars
- Article: GASB 84 – Planning Ahead for a Smooth Transition (two-part series)
- Article: Public Library Financial Management Guide – written for Library of Michigan
- Article: GASB 84 – Defining Four Generic Types of Fiduciary Funds
- Article: How to Develop a Fund Balance Policy to Help Communicate With Governmental Stakeholders
- Article: COVID-19 Update for Local Governments
- Article: Looks Like We Need a Single Audit This Year – What Do We Need to Do?
- Article: The UCA Is Here to Stay!
- Podcast: Single Audits for Government Entities
- Podcast: Michigan Uniform Chart of Accounts for Local Government
- Podcast: Troy Chamber of Commerce: Members on the Mic, Season 5, Episode 1
- Training: ARPA for NEU’s – presented at MGFOA conference
- Training: GASB Statement 84 Fiduciary Activities – developed and presented in-house and to government clients
- Training: Financial Management for Nonprofits
- Training: SAS 115 and Common Audit Findings – presented at MGFOA conference
- Training: GASB 54 Overview and Implementation Strategies – presented to Central Michigan School Business Officials
- Training: Career Fair and Interviewing Tips and Tricks – presented at Davenport University
- Training: Budgeting Basics, Preparing for an Audit, and Introduction to New Financial Management Guide – presented at Michigan Library Association Conference
- Training: Budgeting Basics – presented at Michigan Library Association Conference
- Training: Breaking Down the Audit – presented at Michigan Municipal Treasurer’s Association
Community Involvement
- Clarkston-Independence District Library, trustee
- Knights of Columbus, St. Daniel Council 15967, treasurer