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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 NASD/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 Former St. Paul's Lutheran Church Treasurer | 