The Yeske Buie team is still reveling in gratitude after our special event in Virginia last week. Our celebration of Yeske Buie’s past, present, and future included sharing memories with some of our long-standing Clients, learning more within some budding relationships, and deepening bonds amongst…
Yeske Buie announced today that three of its next generation leaders, Yusuf Abugideiri, CFP® (32), Lauren Stansell, CFP® (28), and Lauren Mireles, FPQPTM (27), have become part-owners of the firm. The new partners each bring unique perspectives, skills, and commitment to promote Yeske Buie’s mission…
Yeske Buie has long supported the Foundation for Financial Planning, the nation’s only nonprofit charity solely devoted to supporting the delivery of pro bono financial planning. We believe so strongly in the importance of the work that they do that we’ve consistently given our time,…
Last week, the Yeske Buie team had the privilege of spending an evening with some of the wonderful people in our Yeske Buie community. Our team and our guests spent the evening together at the historic University Club of San Francisco and engaged in insightful…
A few weeks ago, the Yeske Buie team hosted a live webinar panel discussion where we shared our thoughts on education planning initiatives for children of all ages. The webinar gained the attention of many including Ann Marsh, a senior editor for Financial Planning Magazine,…
Last year, Yeske Buie was invited to join a collaborative initiative between the CFP Board and iRelaunch called the Financial Planner Reentry Initiative. The goal of this program is to diversify the financial planning workforce by establishing re-internships for experienced, professional, women seeking to return…
Elissa and Dave recently returned from a three week, Live Big trip to Africa that included visits to Tanzania, the Serengeti, Zanzibar, and Cape Town. As you can imagine, the trip was nothing short of incredible. While they were away, the rest of the Yeske…
As has become an annual event, the Yeske Buie Financial Planning Team – minus Elissa and Dave who were living big on their African safari! – once again attended the Financial Planning Association’s Far West Roundup conference in Santa Cruz, California. At Far West Roundup,…
This Summer, we have had the pleasure of welcoming several new members to our Financial Planning Team. One of those team members is Cole DeLucas who joined the firm as a Financial Planning Resident in our Vienna, Virginia office. Does this name sound familiar? It…
The Yeske Buie team recently traveled to beautiful Boulder, Colorado for our annual Staff Retreat. The purpose of our annual Retreats is to intentionally spend time discussing how we work with our Clients and with each other, to co-create practices and ensure alignment between our…