Our People

• Combining the accounting experience of Yeo & Yeo and the wealth management experience of Avantax Planning Partners^SM, work hand-in-hand with clients to connect tax strategy to financial planning goals
• Asset management, financial planning, insurance planning, estate and retirement planning, retirement planning for businesses, and business transition strategies
• Guidance Planning Strategies (GPS), a holistic approach that shows clients their entire financial picture for tax advisory and wealth management planning
• Preparing individual, small business, and fiduciary tax returns
• Trusts, estate, tax and financial planning for individuals and businesses
• Investments in mutual funds, ETF’s, variable annuities, variable life insurance, unit investment trusts and municipal fund securities for clients  
• Yeo & Yeo Board of Directors (2015-2020)

• Investment Advisor Representative
• Series 6 and Series 63 securities licenses
• Michigan Insurance and Variable Annuities license
• CERTIFIED FINANCIAL PLANNER™ Certification^® (CFP)
• Certified Public Accountant (CPA)
• Michigan State University, Bachelors in Accounting

• American Institute of CPAs
• Michigan Association of CPAs
• Michigan Association of CPAs Agribusiness Task Force – Chairman, 2016-2017
• Financial Planning Association
• Avantax Planning Partners Advisory Council

• eBook: 5 Ways to Drive Business Growth and Recovery to Fuel Your Dreams, September 2020
• Podcast: Retirement Plans and Strategies, November 2020
• Podcast: Wealth Management Series – Inflation and Market Volatility, June 2022
• Podcast: Wealth Management Series – The Financial Planning Process, July 2022
• Podcast: Wealth Management Series – Retirement Plans, August 2022
• Podcast: Wealth Management Series – Tax-Smart Strategies for Wealth Transferring, September 2022
• Podcast: Wealth Management Series – Tax-Smart Investing and Planning, October 2022
• Podcast: Wealth Management Series – SECURE 2.0, February 2023
• Podcast: Wealth Management Series – SECURE 2.0: Retirement Plan Enhancements, March 2023

• Frankenmuth Credit Union, Board of Directors and Chairman (2003-2020)
• Wellspring Lutheran Services, Board of Directors and Audit Committee
• Saginaw Rotary Club, Member and past President
• St. Lorenz Foundation Finance Committee
• Graduate of Leadership Saginaw Class of 2000
• Camp Rotary Foundation, Treasurer
• Valley Lutheran High School, Foundation Board of Directors
• St. Lorenz Lutheran Church, Vice-Chairman, Service Coordinator and Usher

• President’s Club Award from HK Financial Services recognizing outstanding client service and a high level of ethics, integrity and leadership (2019, 2020)

Disclaimer

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 

Investment advisory services are offered through Avantax Planning Partners^SM. Commission-based securities products are offered through Avantax Investment Services^SM, 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. Peter Bender is an Avantax registered representative. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Check the background of Pete Bender on FINRA’s BrokerCheck.