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Yeo & Yeo Wealth Management Receives Multiple Awards from Avantax Planning Partners
Yeo & Yeo Wealth Management (YYWM) received one company award and two individual awards at the 28th Annual Avantax Planning Partners℠ (Avantax) Elevate conference, highlighting the company’s continued leadership and dedication to delivering exceptional, tax-smart financial planning services. For the sixth consecutive year, YYWM was named a Top Wealth Advisory Firm in the large firm division.* This award recognizes companies that have gone above and beyond to provide clients with a best-in-class
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Michael Rolka and Chris Sheridan Graduate from Emerging Leaders Academy
Yeo & Yeo CPAs & Advisors is proud to announce that Michael Rolka, CPA, CGFM, and Christopher Sheridan, CPA, CVA, have graduated from the Emerging Leaders Academy (ELA). The ELA is a nationally recognized two-year program by Upstream Academy designed for accounting firm professionals who are already making an impact in their firms and communities and are ready to take that impact to the next level. Participants engage in workshops, personal assessments, mentoring, and collaborative projects, all focused
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