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
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
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
- Annual audit coordination and oversight
- Budgeting
- Interim CFO/Controller services
- Monthly financial statement reviews
- Monthly financial statement reviews
- Nonprofit accounting training
- Year-end audit preparation and reconciliations
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Nonprofit Accounting Professional (CNAP)
- Central Michigan University, Bachelor of Science in Business Administration in Accounting
- Certified Nonprofit Accounting Professional
- Certified QuickBooks ProAdvisor
- Indiana Wesleyan University, Master of 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
- 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
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
- Corporate restructuring
- Multi-state taxation
- Strategic tax planning and compliance for businesses
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Eastern Michigan University, Bachelor of Science in Political Science
- Eastern Michigan University, Master of Science in Taxation
Professional membership
- American Institute of Certified Public Accountants
- Michigan Association 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 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
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 advisory and consulting
- Business valuation and litigation support services for privately owned businesses
- M&A transaction support
Professional Certifications and Education
- Accredited Senior Appraiser (ASA)
- Michigan State University, Bachelor of Arts in Finance
Professional Membership
- American Society of Appraisers
Community Involvement
- Make-a-Wish Michigan
- Special Olympics Michigan, volunteer and former board member
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 Community Foundation Investment Committee, member
- Saginaw County Young Professionals Network, 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
- 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