I enjoy working with farm families and agribusiness clients to help them improve efficiency in their business operations. I proactively look for solutions to regulatory challenges and market pressures that benefit my clients. I regularly assist clients in developing business goals and a strategic plan to achieve those goals. I have developed relationships with farmers and agribusiness clients with annual revenues ranging from $1 million to $300 million by assisting with strategic planning, tax planning and succession planning. I am a certified grain accounting specialist which positions me to assist grain elevators in accounting for basis and mark-to-market accounting. Many of my farm and agribusiness clients have worked with me for a number of years and I find these relationships very rewarding.I am always looking to partner with farm and agribusiness leaders to learn more about their operations and how I might assist them be successful and profitable. In 2023, I obtained my personal financial specialist (PFS) credential which allows me to provide holistic financial planning to my clients as an advisor for Yeo & Yeo Wealth Management. Contact me at erisow@yeoandyeo.com, or call me at 989-793-9830.Member FINRA, SIPC. (finra.org, sipc.org). Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.Please visit http://www.avantaxwealthmanagement.com/social_policy for more information.
Listed skills include Accounting, Tax Preparation, Corporate Tax, Tax, and 27 others.