Andrew Matuzak Receives RUBY Award

Yeo & Yeo is proud to announce that Andrew Matuzak, CPA, PFS, principal and director of Yeo & Yeo Wealth Management, has been honored as one of eight recipients of the 21^st Annual RUBY Awards, presented by 1st State Bank. The award recognizes outstanding professionals under the age of 40 who are making a meaningful impact in their careers and throughout the Great Lakes Bay Region.

Matuzak’s journey at Yeo & Yeo began in 2011. Over the past decade, he has advanced from staff accountant to principal, earning his Certified Public Accountant and Personal Financial Specialist credentials along the way, and building deep expertise in tax strategy, estate planning, and comprehensive financial planning. In 2025, he assumed leadership of Yeo & Yeo Wealth Management, where he continues to enhance the client experience by helping individuals, families, and business owners align their financial decisions with their long-term goals.

“Andrew exemplifies what it means to be a trusted advisor,” said Dave Youngstrom, President & CEO of Yeo & Yeo. “He brings together technical excellence, thoughtful leadership, and a true passion for helping people navigate some of life’s most complex financial decisions. His influence can be felt not only through the growth of our wealth management services, but through the teams he mentors and the clients who rely on his guidance.”

Known for his ability to connect tax strategy with financial planning, Matuzak works closely with clients facing complex planning needs, including business succession, retirement planning, estate and trust considerations, and the specialized needs of high-net-worth individuals. In 2024, he received the President’s Club Award from Avantax, recognizing outstanding client service and a high level of ethics, integrity, and leadership.

Matuzak is co-leader of Yeo & Yeo’s Death Care Services Group and is a member of the Trust/Estate/Gift Tax Services Group. He is a member of the Great Lakes Bay Estate Planning Council and frequently shares his insights on Yeo & Yeo’s Everyday Business Podcast. In the community, he serves as treasurer of the Thomas Township Business Association and is a member of the Saginaw Valley State University Advisory Board Council. Matuzak is also a 2023 graduate of Leadership Saginaw County, exemplifying his dedication to leadership development and community engagement. He is based in the firm’s Saginaw office.

“I’m incredibly honored to be recognized alongside so many talented professionals in our region,” Matuzak said. “This award reflects the support and mentorship I’ve received throughout my career and the incredible teams I get to work with every day. Helping clients make confident decisions and seeing the positive impact of that work is what motivates me most.”

The RUBY Awards ceremony was held at Apple Mountain in Freeland, Mich., on February 24.

About Yeo & Yeo

Yeo & Yeo (yeoandyeo.com) is a business success partner using the power of listening, perspective, and connected purpose to help clients, communities, and colleagues thrive. The company specializes in business consulting, accounting, audit, tax, technology, wealth management, medical billing, and HR solutions. Founded in 1923, the organization focuses on elevating its clients and strengthening its communities. Yeo & Yeo, a Michigan-based firm, ranks among the Top 200 accounting firms in the U.S. and is a member of the BDO Alliance USA.

Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.

Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Yeo & Yeo Wealth Management.  Although Cetera named entities and Avantax Planning Partners, Inc. do not provide tax or legal advice, or supervise tax, accounting or legal services, our financial professionals may offer some or all of these services through their independent outside business. This information is not intended as tax or legal advice.

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