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Andrew Matuzak Appointed Leader of Yeo & Yeo Wealth Management
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Subscribe09 JAN 2025 / M&A UPDATES
Andrew Matuzak has been named as the new leader of Yeo & Yeo's Wealth Management division, succeeding former leader Pete Bender. Matuzak, a Certified Public Accountant and Personal Financial Specialist, aims to help clients achieve their financial goals and integrate tax strategies with financial planning, highlighting Yeo & Yeo's commitment to comprehensive financial services.
Yeo & Yeo, a prominent accounting and advisory firm, has announced the appointment of Andrew Matuzak as the new leader of its Wealth Management division. Matuzak succeeds Pete Bender, who led the division for six years.
Matuzak is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), holding Series 7 and Series 63 securities licenses. He specializes in financial, retirement, tax, and trust and estate planning. In his new role, Matuzak aims to build upon the strong foundation established by his predecessor and the team, focusing on helping clients achieve their financial goals.
In addition to leading Yeo & Yeo Wealth Management, Matuzak serves as a principal in the firm's Saginaw office. He is a member of the Tax Services Group, co-leader of the Trust/Estate/Gift Tax Services Group, and co-leader of the Death Care Services Group. His comprehensive expertise allows him to integrate tax strategies with financial planning to provide clients with holistic financial solutions.
This leadership transition underscores Yeo & Yeo's commitment to delivering comprehensive financial services and supporting clients in achieving their financial objectives.
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