 |
|
 |
|
|
|
Principal - Saginaw
davbey@yeoandyeo.com
david.beyerlein@genworthrr.com
David A. Beyerlein is a member of Yeo & Yeo's Financial Services, Tax Services, and Estate Planning teams. He joined the firm in 1978.
Expertise:
Financial Planning
Estate Planning
Retirement Plans
Tax Planning and Preparation
Business Consulting Services
Served as Successor Trustee for several trusts
Served as Personal Representative on several probated estates
Certifications:
Investment Adviser Representative with Genworth Financial Advisors Corporation
Personal Financial Specialist (PFS) designation
Registered Representative with Genworth Financial Securities Corporation, member FINRA/SIPC
Professional Memberships:
American Institute of CPAs
AICPA Financial Planning Division and Tax Division
Michigan Association of CPAs
Michigan Association of CPAs Federal Tax Task Force
Michigan Association of CPAs Speakers Bureau
Northeastern Michigan Estate Planning Council
Seminars:
Seminars on IRAs, Estate Planning and Tax Planning
Appeared locally on PBS Channel 19 and WNEM 5 televised tax question and answer programs
Community Involvement:
Michigan Catholic Conference Pension Board
Autumn Ridge Homeowners Association Treasurer
Catholic Federal Credit Union Asset & Liability Committee
Alumni Association of Leadership Saginaw
Member of the Saginaw Country Club
St. Thomas Aquinas Church Finance Committee
Treasurer of Serra Club
Nickless Memorial Foundation Treasurer and Trustee
Wickson-Link Memorial Foundation Treasurer and Trustee
Barth Community Foundation Treasurer and Trustee
Arno and Caroline Mossner Memorial Foundation Treasurer and Trustee
|
 |
|
 |
|
|
|
|
|
|
|
|
