Eric Jon Sowatsky

Current Employers

Employment History

• 05/2004 → Present
  Yeo & Yeo, P.C.
  Saginaw, MI
• 01/2021 → Present
  Affiliated Medical Billing Llc
  Saginaw, MI
• 01/2021 → Present
  Yeo & Yeo Consulting, Llc
  Saginaw, MI
• 01/2021 → Present
  Yeo & Yeo Properties Llc
  Saginaw, MI
• 01/2021 → Present
  Yeo & Yeo Wealth Management Llc
  Saginaw, MI
• 08/2023 → Present
  Avantax Planning Partners, Inc.
  Saginaw, MI

Other Businesses

1)AFFILIATED MEDICAL BILLING LLC POSITION: Shareholder NATURE: This entity provides medical billing services to doctor's office and medical groups. Comolkte coding, claim submission and collections designed to maximize revenues. Administrative support for practice growth and compliance. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 5300 BAY ROAD, SUITE 500, SAGINAW MI 48064, United States DESCRIPTION: I own 1% of this entity, it is passive ownership- I have no duties 2)YEO & YEO PROPERTIES LLC POSITION: Shareholder NATURE: This entity owns and manages real property (buildings) that are leased to various Yeo & Yeo offices for office space. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 5300 BAY ROAD, SUITE 500, SAGINAW MI 48064, United States DESCRIPTION: I am a 1% owner of this entity - it is passive ownership and I have no duties tied to this entity. 3)YEO & YEO CONSULTING, LLC POSITION: Shareholder NATURE: Computer consulting services to includemanaged IT, cybersecurity solutions, IT consulting and compliance, business management software, cloud solutions, business continuity & disaster recovery INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 5300 BAY ROAD, SUITE 100, SAGINAW MI 48064, United States DESCRIPTION: I own 1% of this entity, it is passive ownership- I have no duties 4)YEO & YEO, P.C. POSITION: Shareholder NATURE: Traditional CPA firm- offers accounting, tax planning and preparation, auditing, bookkeeping, payroll services, businesss consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/03/2004 ADDRESS: 5300 BAY ROAD, SUITE 500, SAGINAW MI 48064, United States DESCRIPTION: 1) Principal2) Head of Saginaw tax department 3) Agribusiness team leader4) Tax planning and preparation services5) Small business consulting services6) Accounting services 5)AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and provide investment and financial planning to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/05/2023 ADDRESS: 5300 BAY ROAD, SUITE 500, SAGINAW MI 48064, United States DESCRIPTION: Primary communication with financial planning, assist clients with investment choices, and review investment performance with clients. 6)YEO & YEO WEALTH MANAGEMENT, LLC POSITION: Shareholder NATURE: This entity offers wealth management services, investment planning, estate planning, retirement planning, tax planning, college planning.? INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 5300 BAY ROAD, SUITE 500, SAGINAW MI 48064, United States DESCRIPTION: 1) Meet with clients2) Answer client phone calls3) Provide investment guidance to clients4) Review or establish a client financial plan5) Coordinate financial plan with tax planning 7)MICHIGAN AGRIBUSINESS ASSOCIATION POSITION: Grain committee member NATURE: The MABA Grain Committee is a committe formed by the Michigan Agribusiness Association specifically to share knowledge and concerns specific to the grain industry in Michigan. MABA as a whole exists to encourage the development and prosperity of Michigan agriculture as a leader in state and national education, promotion and advocacy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 2500 KERRY STREET, SUITE 102, SAGINAW MI 48912, United States DESCRIPTION: Attend committee meetings 2 -3 times per year to discuss current issues and regulatory changes in the Michigan grain industry. No other duties are involved.

Designations

Other Names

• Eric Sowatsky
• Eric J Sowatsky