Yeske Buie in the Media

Elissa and Dave were featured in InvestmentNews' 15th anniversary edition special feature of the top 15 transformational advisers.  The feature, written by Andrew Osterland, highlights Elissa and Dave's relationship and their extensive contributions to the financial planning profession, focusing especially on their work in the areas of "policy-based...
Topics: Articles of Interest, Policy-Based Financial Planning, Yeske Buie in the Media

In the May 2013 issue of Investment Advisor Magazine, columnist Bob Clark asks the question: Do we really need another book about financial planning? Bob is asking the question in response to the release of the CFP Board’s Financial Planning Competency Handbook, published by John…

Topics: Yeske Buie in the Media

GGU: The Magazine of Golden Gate University just published their Spring issue with the cover story “The Power Couple”, which highlights Dave and Elissa and their team approach to teaching and living. The article takes you on a journey starting with how Dave and Elissa…

Topics: Yeske Buie in the Media

We just came across a Journal of Financial Planning article written by Bonnie Hughes and it contained extended quotes from Elissa and Dave in response to the question: What do you think is the right thing to be doing for your practice and your clients?…

Topics: Yeske Buie in the Media