.jpg)
Yeo & Yeo Promotes David Milka and Melissa Lindsey
Yeo & Yeo, a leading Michigan-based advisory firm, is pleased to announce the promotions of two members of the firm’s administration team. David Milka has been promoted to Chief Financial Officer, and Melissa Lindsey has been promoted to Practice Growth Senior Manager. These promotions reflect the firm’s continued investment in strengthening internal operations and positioning the administrative team for long-term growth. Melissa Lindsey David Milka “David and Melissa have demonstrated exceptional
Thomas O’Sullivan and Alex Wilson Earn Personal Financial Specialist Credential
Yeo & Yeo is pleased to announce that Thomas O’Sullivan, CPA, CFE, and Alex Wilson, CPA, have earned the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants. The PFS credential is awarded to CPAs with extensive training and experience in financial planning. This knowledge enables Wilson and O’Sullivan to provide more informed and strategic advice, particularly in tax planning, estate planning, risk management, and investment
Merchant Services