Brandon Brom

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, real estate, and cannabis

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Adrian College, Bachelor of Accountancy
  • Adrian College, Master of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce Business Referral Group
  • Michigan Association of Certified Public Accountants
  • 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

  • Accounting software consulting services with an emphasis on QuickBooks
  • Business advisory services
  • Financial statement preparation
  • Specialization in Cannabis advisory, tax and accounting solutions, including license application consulting, entity selection and access to capital assistance.
  • Tax planning and preparation

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
  • Saginaw County Young Professionals Network – Steering Committee

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

  • Yeo & Yeo Foundation Board
  • Yeo Young Professionals – President and chair of the firm’s annual service project to benefit Habitat for Humanity

Awards

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
  • Estate and trust taxes
  • Risk management

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Oakland University, Bachelor’s in Accounting
  • Walsh College, Master of Science in Accounting

Professional Membership

  • American Institute of CPAs
  • Employee Benefit Plan Audit Quality Center
  • Michigan Association of CPAs

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

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

  • Estate tax audits
  • Forensic audits
  • High net worth individual tax planning and preparation
  • Pension and profit sharing
  • Tax and financial preparation for individuals, corporations, partnerships, fiduciaries, trusts and estates, and closely held businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Bachelor of Arts in Accounting
  • Walsh College, Master of Science in Taxation

Professional Membership

  • American Institute of Certified Public Accountants
  • Employee Benefit Plan Audit Quality Center
  • Government Audit Quality Center
  • Michigan Association of Certified Public Accountants
  • MICPA Peer Review Task Force
  • MICPA State and Local Tax Force

Community Involvement

  • Detroit Athletic Club, member
  • Optimist Club of West Bloomfield, past president and treasurer
  • Upper Long Lake Estates Corporation, 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

  • Full-cycle recruiting processes
  • Human resources management functions in support of talent management
  • Talent acquisition, including a variety of applicant tracking systems and screening talent
  • Talent sourcing through employment platforms

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 and high school athletes
  • Gleaners Community Food Bank, volunteer
  • Lapeer Child Advocacy Center, volunteer

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

Carrie Lapka is a Senior Manager in the Saginaw office. She leads the firm’s Healthcare Services Group and has over 20 years of experience in business consulting and management, financial decision-making, and tax planning with an emphasis on the healthcare industry. 

Specializations

  • Comprehensive tax strategy development, preparation, and compliance for individuals and healthcare organizations.
  • Development, review, and interpretation of financial statements to support compliance, strategic planning, and operational efficiency.
  • Directing the financial, operational, and administrative functions of medical practices.
  • Healthcare business consulting, including strategic advisory services for organizational management, financial decision-making, operational optimization, and long-term tax planning within the healthcare industry.
  • Interim Chief Financial Officer (CFO), providing leadership in financial oversight, cash-flow management, budgeting, organizational performance assessment, and executive-level decision support.
  • Practice Management services

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Physician Practice Manager (CPPM)
  • Certified QuickBooks ProAdvisor
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Academy of Professional Coders
  • American Institute of Certified Public Accountants
  • Medical Group Management Association
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Webinar: Building Financial Forecasts: The Smart Practice Playbook Series
  • Webinar: Understanding Financial Statements: The Smart Practice Playbook Series

Community Involvement

  • Caseville Public Schools, past treasurer
  • Humane Society of Bay County, past treasurer

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

Megan LaPointe is a Payroll Manager within the Consulting Service Line in the Saginaw office. She joined Yeo & Yeo in 2014.

Specializations

  • All aspects of payroll preparation
  • Direct deposit and PayCards
  • Knowledge of garnishments and Friend of the Court orders
  • Multi-state payroll tax services
  • Payroll tax returns – Form 941, Form 940, and State Unemployment
  • Preparation and filing of Form 1099 returns
  • Year-end W-2 and W-3 processing

Professional Certifications and Education

  • Certified Payroll Professional (CPP) since 2022
  • Dale Carnegie Course completed 2022
  • Fundamentals Payroll Certificate since 2016
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • PayrollOrg – Great Lakes Bay Chapter, president
  • PayrollOrg – National member

Publications/Seminars

  • Article: Featured in PAYTECH Magazine, “Meet Megan LaPointe, CPP, President of the Great Lakes Bay Payroll Professionals Chapter”
  • Presentation: Speaker on e-filing Updates at the PayrollOrg Michigan Statewide Conference
  • Presentation: Speaker on CPP and FPC Requirements at the PayrollOrg Michigan Statewide Conference

Danielle Lutz is a Manager in the Saginaw office. She specializes in business consulting and tax planning and preparation. She is a member of the firm’s Business Valuation and Litigation Support Group and Manufacturing Services Group. She has more than seven years of experience in the accounting profession, five of those in public accounting.

Specializations

  • Business consulting
  • Financial statement reporting with a focus on manufacturing, construction, and agriculture industries
  • Forensic accounting – fraud investigation and prevention
  • Individual and business tax planning and preparation
  • Technical accounting research

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting

Professional Membership

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Young Professionals Network – Energize Bay City

Community Involvement

  • Mid-Michigan Manufacturers Association, treasurer

Christina LaVielle is a Manager in the Troy office. She is a member of the firm’s Government Services Group and Audit Services Group. She joined Yeo & Yeo in 2009. 

Specializations

  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200
  • Specialization in auditing of local governments, including cities, townships, counties, villages, libraries, and water districts

Education

  • Central Michigan University, Bachelor of Science in Professional Accountancy 

Professional Membership

  • Auburn Hills Chamber of Commerce
  • Michigan Government Finance Officers Association

Publications/Seminars

  • Article: Prepare for Turnover and Unexpected Vacancies Now
  • Article: Choosing the Right Auditor for Your Government Entity
  • Article: Beware of These 3 Common Types of Unlawful Expenditures
  • Article: Common Capital Asset Reporting Issues Encountered by Municipalities
  • Training: Internal instructor for trainings related to governmental accounting and compliance requirements

Community Involvement

  • Auburn Hills Chamber of Commerce Ambassador
  • Auburn Hills Chambers of Commerce’s I Lead program graduate

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Shannon Champagne is a Manager in the Saginaw office. She is a member of the firm’s Nonprofit Services Group and Audit Services Group. She joined Yeo & Yeo in 2018. 

Specializations

  • Audits for school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single audits)
  • Nonprofit tax returns – Form 990

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

Publications/Seminars

  • Presentation: Speaker on nonprofit board perspectives and financial responsibilities

Community Involvement

  • Saginaw Township Soccer Association, past board member
  • Saginaw Young Professionals Network, member
  • United Way of Saginaw County, board member

Roselynn Sharman is an Outsourced Business Operations Manager in the Saginaw office. Her areas of expertise include business advisory services, outsourced accounting and payroll tax reporting. She joined Yeo & Yeo in 2017.

Specializations

  • Account and bank account reconciliation
  • Accounting software consulting services with an emphasis on QuickBooks
  • Business advisory services
  • Financial dashboards and custom reporting
  • Financial statement preparation
  • Outsourced accounting
  • Payroll tax reporting

Professional Certifications and Education

  • Certified QuickBooks ProAdvisor
  • Davenport University, Bachelor of Human Resource Management +30 credits in Professional Accountancy

Professional Membership

  • Valley Society of Human Resource Management

Publications/Seminars

  • Article: 10 Things Employers Should Know About HR Compliance
  • Article: Cost Containment: An Important Healthcare Benefits Objective for Businesses

Community Involvement

  • St. Lorenz Lutheran Church-Lutheran Women’s Mission League, board treasurer

Derrick Friend is a Manager in the Troy office. He specializes in tax planning and preparation with an emphasis on individual taxes. He joined Yeo & Yeo in 2016.

Specializations

  • Individual taxation for high-net-worth clients
  • State and local taxation
  • Tax planning and preparation

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Psychology
  • Walsh College, Master of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Linden Community Schools, volunteer

Kyle Richardson is a Senior Manager in the Troy office. His areas of expertise include tax planning and preparation and business advisory services. He is a member of the firm’s Trust and Estate Services Group, and he joined Yeo & Yeo in 2018.

Specializations

  • Business advisory services
  • Tax planning and preparation with an emphasis on trusts and estates

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Walsh College, Bachelor of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce
  • Auburn Hills Chamber of Commerce, Next Generation group
  • Michigan Association of Certified Public Accountants
  • Troy Chamber of Commerce

Publications/Seminars

  • Article: Estate Planning Discussion: What Is Portability and How Can It Affect You?

Community Involvement

  • American Cancer Society, volunteer
  • Auburn Hills Chamber of Commerce’s ILEAD program graduate
  • Walsh College Student Veteran Organization, former president
  • Woodside Bible Church

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Bill Stec is the Manager of Recruitment & Campus Relations at Yeo & Yeo. Bill develops and executes strategic talent management initiatives to recruit the best candidates, engage and retain current employees, and drive a high-performance culture across all Yeo & Yeo offices. With over seven years of experience in college career services, he understands the challenges of navigating career choices and employment opportunities. He is passionate about supporting the next generation of professionals and travels throughout the state, attending career fairs and speaking on professional development topics. Recognized for his dedication, Bill is a proud recipient of Corp! Magazine’s Most Valuable Professional Award, MCEEA’s Don Hunt Service Award,  SVSU’s Career Services Professional of the Year and Advisor of the Year Awards, and the RUBY Award.

Specializations

  • College and Internet recruiting, including digital recruiting initiatives
  • Human resources management functions in support of talent management
  • Networking and maintaining strong partnerships with career services directors, alumni directors and employer relations managers at colleges and universities throughout Michigan
  • Public speaking on professional development topics including dining etiquette, interview/dress skills and human resources-related topics
  • Student and alumni professional development
  • Talent acquisition, including applicant tracking and screening talent
  • Talent development, training, engagement and retention

Professional Certifications and Education

  • Saginaw Valley State University, Bachelor of Business Administration
  • Saginaw Valley State University, Master of Public Administration
  • SHRM Talent Acquisition Specialty Credential

Professional Membership

  • Bay Area Chamber of Commerce, member
  • Midland Business Alliance, member
  • Michigan Career Educator & Employer Alliance, conference chair (2016, 2022, 2024)
  • Michigan Career Educator & Employer Alliance, past president
  • Michigan Career Educator & Employer Alliance, vice-president of employers (2022-2024)
  • National Association of Colleges and Employers, member
  • Saginaw County Chamber of Commerce, member
  • Society for Human Resource Management, member
  • Valley Society for Human Resource Management, member

Awards

Jordan Hale is a Manager in the East Lansing office. He specializes in audits for nonprofits and real estate entities. He joined Yeo & Yeo in 2013.

Specializations

  • Audits on nonprofit organizations
  • Audits of real estate entities
  • Single audits under Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting
  • Not-for-Profit Certificate I – AICPA

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Boys and Girls Club of Lansing, volunteer
  • Capital Area Humane Society, volunteer
  • Greater Lansing Food Bank, volunteer
  • Meals on Wheels, volunteer
  • Yeo & Yeo Foundation Board, treasurer

Jim Bellor is a Senior Manager in the Midland office. He is a member of the firm’s Estate & Trust Services Group and Tax Services Group. Jim joined Yeo & Yeo in 2020 and has more than eight years of accounting experience.

Specializations

  • Business consulting
  • Preparation and analysis of financial statements
  • Preparation of estate and trust tax returns
  • Preparation of nonprofit tax returns, including foundations
  • Tax planning and preparation of individual and corporate income tax returns

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
  • Midland Area Chamber of Commerce
  • Midland Young Professionals

Articles

  • Article: Senior Manager Spotlight: Get to Know Jim Bellor
  • Article: Yeo & Yeo Promotes Jim Bellor

Community Involvement

  • Great Lakes Bay Estate Planning Council, treasurer
  • Home To Stay Midland, treasurer

Sophia is a Manager with the Ann Arbor office. She is a member of Yeo & Yeo’s Audit Services Group. She joined the firm in 2015.

Specializations

  • Audits of for-profit companies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of school districts

Professional Certifications and Education

  • Certified Public Accountant (CPA) – MI and NC
  • Eastern Michigan University, Bachelor of Science in Business Administration
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants 

Publications/Seminars

  • Article: Michigan Unclaimed Property and Escheat Requirements
  • Training: Developed and conducted internal training on audit updates for school districts, nonprofit organizations, and businesses