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Principal - Flint
alaroh@yeoandyeo.com
alan.rohde@genworthrr.com
Alan R. Rohde leads the firm's Estate Planning team and is a member of the Financial Services and Tax Services teams and the Valuation Services Division. Alan is the Managing Principal of the Flint office. Alan joined Yeo & Yeo in 1973.
Expertise:
Taxation
Small Business Consulting
Estate and Financial Planning
Specific industry expertise in manufacturing, retail, and health care
Certifications:
Investment Adviser Representative with Genworth Financial Advisors Corporation
Licensed Insurance Agent
Personal Financial Specialist (PFS) designation
Registered Representative with Genworth Financial Securities Corporation, member FINRA/SIPC
Professional Memberships:
American Institute of CPAs
Flint Chamber of Commerce
Flint Estate Planning Council
Flint Tax Group
Michigan Association of CPAs
Seminars:
Tax Law seminars
Community Involvement:
Genesys Foundation Board of Directors
Foundation for Mott Community College – Finance Committee
Member of The Hundred Club of Flint
Past officer of Flint Rotary Club
Past member of Saginaw Lions Club
Past member of Millington Lions Club
Former Holy Cross Lutheran Church Treasurer
St. Paul's Lutheran Church Financial Director
Volunteer for Habitat for Humanity home building |
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