Author: Lauren Mireles

Welcome to a spooky edition of Featured Favorites, a special feature with a goal of highlighting the diversity of thought and interest on the Yeske Buie team and in the Yeske Buie community at large. In this edition, we want to highlight a few of...
Topics: Featured Favorites

In celebration of the 50th anniversary of the CFP® marks, we asked our CFP® Professionals (senior and aspiring!) to share insights into their career journeys. While you’ll see some differences as they dive into their challenges, their joys, their deep sense of responsibility, and their...
Topics: Financial Planning

In October 2023, the Yeske Buie team hosted two in-person celebrations for our local communities in Vienna, VA and San Francisco, CA. Who did we celebrate? YOU! Our Clients and other members of the Yeske Buie community. We're so grateful that you allow us to...
Topics: YeBu® News & Events

Many believe that developing a successful financial plan is all about the numbers. And it’s true that the numbers are important. But we believe that what’s more important is learning about the heart and soul of our Clients and incorporating that into their plan. Financial...
Topics: Financial Planning

SEPTEMBER 2023: In what feels like the blink of an eye, Kacie and Dominic hosted family and friends at Jack's first birthday party this month! The handsome little boy was surrounded by love as guests sang happy birthday and he enjoyed diving into his birthday...
Topics: YeBu® News & Events

Will Tracy has joined the Yeske Buie team as a Client Support Specialist in our Vienna, VA office, and it's already been a pleasure to have his commitment to excellence and his sense of humor on our team. Will joins us after graduating from Virginia...
Topics: YeBu® News & Events

Gavin Shoults has joined the Yeske Buie team as a Client Support Specialist in our Vienna, VA office. Gavin relocated to Northern Virginia from Tuscon, Arizona, where he was working as a data engineer and was responsible for managing enterprise-scale information systems and providing company-wide...
Topics: YeBu® News & Events

Aubrey Klearman has joined the Yeske Buie team as an Associate Financial Planner in our San Francisco office and we’re very excited to have her engaged, radiant, and curious presence on our team. Aubrey relocated to San Francisco from The University of Colorado at Boulder...
Topics: YeBu® News & Events

We place a high value on deep, meaningful relationships with our Clients, our community, and our team. We make intentional investments in all of these relationships, and one of the ways we do so with our team is by creating space to meet in-person at...
Topics: YeBu® News & Events