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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 NASD/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: Autumn Ridge Homeowners Association Treasurer Catholic Federal Credit Union Asset & Liability Committee Graduate of Leadership Saginaw Member of the Saginaw Country Club Member of the St. Thomas Aquinas Finance Committee Nickless Memorial Foundation Trustee Saginaw Area Catholic Schools Finance Committee Treasurer of Serra Club Wickson-Link Memorial Foundation Trustee | 