Gavin Shoults, FPQP® holds a Bachelor of Science in Health Sciences from the University of Arizona; he graduated in 2022. During his time at school, Gavin was involved in several student clubs, including Alpha Phi Omega, an academic fraternity. He served as the organization’s Executive Board as the Treasurer, where he discovered his passion for finance.
Prior to joining Yeske Buie, Gavin worked as a Data Engineer at the Mister Car Wash corporate headquarters in Tucson, Arizona. He was responsible for managing enterprise-scale information systems and providing company-wide analytical insights. Joining Yeske Buie as a Client Support Specialist, Gavin is excited to leverage his skillset to help the firm’s Clients achieve their goals while working alongside a team of highly accomplished professionals. He also holds the Financial Paraplanner Qualified Professional (FPQP®) designation from the College for Financial Planning, enabling him to bring the latest financial planning strategies to Yeske Buie’s clients.
In his free time, Gavin enjoys exploring the Virginia scenery, trying out exciting new foods, swimming, playing tennis, and traveling – mostly to beaches! A lifelong Arizona native, there’s no shortage of new things to experience in his new home.
Client Focus: Gavin believes that building strong professional relationships on mutual trust and respect is at the cornerstone of successful financial planning. He is excited to work closely with both Clients and planners to provide a smooth and enjoyable experience.
Current Update: Gavin recently enjoyed the opportunity to connect with the team in person at the firm’s annual retreat in Golden, CO, and catch up with the California-based members of the team. He has also been taking full advantage of the beautiful Virginia weather and spending plenty of time outside with his pup, and loving the afternoon rainstorms.
On the professional side, Gavin recently completed his FPQP® certification exam and obtained his professional designation. Additionally, he has been getting more involved and learning more about the implementation and management of a variety of pieces of technology at the firm. Coming up, Gavin is extremely excited for his wedding at the end of August and is wrapping up the last pieces of planning and organizing!