Author: Lauren Mireles

Posted Sep. 28, 2023
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

Posted Sep. 26, 2023
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

Posted Sep. 13, 2023
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

Posted Aug. 31, 2023
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

Posted Aug. 16, 2023
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

Posted Jul. 20, 2023
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

Posted Jun. 08, 2023
We are often asked to define the phrase, Live Big® (it’s something we love to talk about, so it’s always a welcome question!). Sometimes we follow up by offering our belief that it’s about the size of your life, not the size of your wallet®....
Topics: Fun Stuff

Posted May. 25, 2023
Years ago, scammers were relatively easy to spot – poor grammar and dodgy names and websites were glaring red flags for fishy (or phish-y) business. Today, with the help of significant technological advances, bad actors use sophisticated techniques like social engineering to gain access to...
Topics: Cybersecurity, Financial Planning

Posted Jan. 18, 2023
Welcome to 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 talk about inspiration. Many agree that feeling inspired...
Topics: Featured Favorites
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Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
San Francisco Bay Area
220 Montgomery Street, Suite 900
San Francisco, CA 94104

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About

At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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