Andrew Matuzak Receives Client Advocate Award from Avantax Planning Partners

Yeo & Yeo is proud to announce that Andrew Matuzak, CPA, PFS, tax & consulting principal and director of Yeo & Yeo Wealth Management, received the 2025 Client Advocate Award from Avantax Planning Partners, Inc. at the 29th Annual Avantax Elevate conference.
 
The Client Advocate Award celebrates individuals who distinguish themselves through exceptional client service, proactive communication, and a deep dedication to understanding and meeting their clients’ financial needs. Matuzak’s commitment to these principles showcases his dedication to providing personalized, strategic financial guidance.
 
Matuzak is a highly credentialed professional specializing in financial, retirement, tax, and trust and estate planning. As a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Investment Advisor Representative with Series 7 and Series 63 securities registrations, Matuzak combines his tax expertise with his knowledge of wealth management to provide clients with comprehensive financial strategies.
 
“For me, client advocacy starts with listening and truly understanding what matters most to the individuals and families we serve,” said Matuzak. “Financial planning is deeply personal, and I’m grateful for the opportunity to help clients make informed decisions and feel confident about their future.”
 
Yeo & Yeo President & CEO David Youngstrom praised Matuzak’s dedication to clients and his impact on both the firm and the broader community.
“Andrew leads with integrity, professionalism, and a genuine commitment to helping others succeed,” said Youngstrom. “He consistently goes above and beyond for clients while also investing in his team and community. This recognition reflects the trust he has earned and the positive impact he continues to make through his work.”
 
Matuzak 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.
 
In February 2026, Matuzak was recognized as one of eight recipients of the 21^st Annual RUBY Awards, presented by 1st State Bank. The award honors outstanding professionals under the age of 40 who are making a meaningful impact in their careers and throughout the Great Lakes Bay Region. He is also a recipient of the President’s Club Award from Avantax Planning Partners, Inc., recognizing outstanding client service and a high level of ethics, integrity, and leadership. He is based in Yeo & Yeo’s Saginaw office.
 
Also recognized was Yeo & Yeo tax & consulting principal Alex Wilson, CPA, PFS, who received the 2025 Rising Star Award.
 
*Awards were presented by Avantax Planning Partners at the 2026 Elevate Conference. Recognition is based on firm-defined criteria and does not imply future performance or guarantee client experience. No compensation was provided for these awards; conference participation may have involved costs.
Alex Wilson is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided with respect to Alex Wilson is in no way related to Cetera, its affiliates, or its registered representatives.
 
About Yeo & Yeo Wealth Management


Yeo & Yeo Wealth Management (www.yeoandyeo.com) helps businesses and individuals with their wealth management and investment strategies. Working closely with Avantax Planning Partners, Inc., a national wealth management company, Yeo & Yeo Wealth Management delivers a holistic approach that connects financial planning, tax strategies, and insurance solutions. Wealth management services are offered in Yeo & Yeo’s offices throughout Michigan.
 
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, but are under separate ownership from any other named entity. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
 
Check your Financial Professional’s 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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