Broker Check

Our Team

We are committed to exceeding your expectations at every step. Our financial professionals will take the time to listen and understand your needs thoroughly. With extensive training and experience behind us, we will be your partner committed to helping you pursue the highest level of confidence possible.

Each of Yeo & Yeo’s professional financial services associates:

  • have obtained the appropriate state and securities registrations to offer a vast array of investment products and services through Cetera Financial Specialists LLC, member FINRA/SIPC.
  • are Financial Advisors affiliated with Cetera Investment Advisers LLC, a registered investment adviser
  • are Members of Yeo & Yeo’s Financial Services team

David A. Beyerlein, Partner Emeritus, has more than 30 years of financial consulting experience and a strong background in estate planning, retirement plans, and tax planning and preparation. He has served as trustee and personal...

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Partner Emeritus, Thomas E. Coulter has over 35 years of experience and is a member of the firm’s Estate Planning, Agribusiness and Tax Services teams.

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Gary M. Daenzer is a Financial Services Representative in the Midland office. He retired from full-time service after a 40-year career in public accounting and continues to offer consulting and financial services. Mr. Daenzer has...

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James D. Reinhart is a licensed insurance agent and holds the Personal Financial Specialist designation. He retired from Yeo & Yeo, P.C. in 2013 after 20 years of service, and continues to offer financial and consulting services. He...

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Alan R. Rohde, CPA, PFS

Retired Principal, Consultant - Flint


Alan R. Rohde is a licensed insurance agent and holds the Personal Financial Specialist (PFS) designation. He has more than 20 years of financial consulting experience. Mr. Rohde retired from Yeo & Yeo CPAs in 2012 and continues to...

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