News Releases

Thomas O’Sullivan and Alex Wilson Earn Personal Financial Specialist Credential

Yeo & Yeois 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 strategies.  Thomas