Author: Lauren Mireles

OCTOBER 2024 This month, we had the pleasure of hosting an in-person celebration in San Francisco with some of our incredible Clients, partners, and friends. It was a true joy to share a special evening together filled with delicious food, engaging conversations, and exceptional company....
Topics: YeBu® News & Events

Tim Connolly has joined the Yeske Buie team as an Associate Financial Planner in our San Francisco, CA office, and his authenticity and warm smile have been a welcome addition to our robust team. Tim joins the team with several years of professional experience in...
Topics: YeBu® News & Events

As financial planners, we are trusted with some of Clients’ most personal information, and we consider it a serious responsibility to keep that information secure. Because of this, we’re committed to keeping ourselves and our Clients abreast of common scams. We use this space to...
Topics: Cybersecurity

Rustin McManis has joined the Yeske Buie team as an Associate Financial Planner in our San Francisco, CA office, and his presence and skills have already had a significant, positive impact on our team. Rustin joins us after completing his studies at Liberty University's School...
Topics: YeBu® News & Events

Our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, share a review of market performance in 2023 and their thoughts on what's in store for markets and the economy in 2024. They cover topics including the breakout of the Magnificent 7, the upcoming Presidential election,...
Topics: Economy and Investing, Webinars and Videos

It is our pleasure to share that Kacie Fawls, Associate Financial Planner in our Vienna office, has obtained the CERTIFIED FINANCIAL PLANNER certification! This achievement is something that Kacie has been working towards since 2018 when she enrolled in the CFP Board Registered Education Program...
Topics: YeBu® News & Events