YeBu® News & Events

A Celebration of Our Commitment to You

Posted Apr. 10, 2025

At Yeske Buie, our commitment to you remains unwavering. Though we continue to grow and evolve, one thing stays the same - our dedication to serving you to the highest standard of excellence and empowering you to pursue your Live Big life. What a joy...

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How You Will Receive Your 1099

Posted Jan. 28, 2025

While Yeske Buie posts quarterly tax reports to your Client Private Page® for taxable accounts, these reports are for planning purposes only. To complete your tax return, please refer to the Schwab 1099 dashboard (see below for instructions on how to access it) for your...

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Connecting Students with Finance Role Models

Posted Dec. 16, 2024

Give Big Spotlight: Junior Achievement Finance Park One key element of Yeske Buie’s Give Big philosophy is the importance of financial literacy. Yeske Buie has curated a financial literacy program which helps our Clients educate their children and grandchildren about money because we believe that...

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Building Financial Stability in the Bay Area

Posted Dec. 16, 2024

The Magic of Pro Bono Financial Planning At Yeske Buie, we authentically live within our values system. Our values, which we call “The BIGs”, serve as our pillars and are often the filter we use when analyzing what we do for Clients, for each other,...

Topics: Give Big, YeBu® News & Events

A Message from the Chief Operating Officer

Posted Dec. 05, 2024

Dear Yeske Buie Community, The past year serving as Chief Operating Officer – and, really, my entire career – has been an exciting, humbling, and challenging journey. When discussing the promotion last year, the leadership team agreed that accepting the role of COO means that...

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Dr. Dave Yeske and Elissa Buie Will Retire at the End of 2025

Posted Nov. 21, 2024

After decades in the financial planning profession (almost 80 years combined!), our Founders, Dr. Dave Yeske, CFP and Elissa Buie, CFP will be retiring at the end of 2025. We are excited to celebrate this transition and believe it is a testament to the power...

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Lauren Stansell and Yusuf Abugideiri Named to Inaugural Rising Stars List

Posted Nov. 21, 2024

It is with great excitement that we share the news that Yeske Buie leaders, Lauren Stansell and Yusuf Abugideiri, have been named to InvestmentNews’ inaugural Rising Stars list*. The list is comprised of an exceptionally talented group of young people who are committed to a...

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Cristin Etheredge Named Director of Compliance and Technology

Posted Nov. 06, 2024

With great pride, we share the news that Cristin Etheredge has been promoted to Director of Compliance and Technology at Yeske Buie. Cristin is the best fit for this position for many reasons, including that she’s been leading both of these programs within the firm...

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Kacie Fawls Climbs Career Ladder to Financial Planner

Posted Nov. 06, 2024

We are excited to share that Kacie Fawls has earned the title of Financial Planner at Yeske Buie. Climbing the career ladder to reach this point is no small feat. Kacie joined our team in 2020 as a Financial Planning Intern (which became a fully...

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A Message from the Chief Investment Officer

Posted Oct. 18, 2024

Dear Yeske Buie Community, Earning the trust to play the role of Chief Investment Officer at Yeske Buie is the greatest honor of my professional life (and in the spirit of transparency, the only greater honor in my life is being trusted with the livelihood...

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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.

YeBu® News & Events

A Celebration of Our Commitment to You

How You Will Receive Your 1099

Connecting Students with Finance Role Models

Building Financial Stability in the Bay Area

A Message from the Chief Operating Officer

Dr. Dave Yeske and Elissa Buie Will Retire at the End of 2025

Lauren Stansell and Yusuf Abugideiri Named to Inaugural Rising Stars List

Cristin Etheredge Named Director of Compliance and Technology

Kacie Fawls Climbs Career Ladder to Financial Planner

A Message from the Chief Investment Officer

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Washington, D.C. Metro Area

San Francisco Bay Area

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