Firm News & Events

One of our unofficial core values at Yeske Buie is to Eat Big! Enhancing relationships is at the heart of what we do, and we find that sharing a meal with someone is a meaningful way to connect. In the spirit of Eat Big, we've...
Topics: Firm News & Events, Fun Stuff

Members of the Yeske Buie team share the people, places, and things that keep them grounded in hope.   What brings you hope? We'd love to hear your stories! Lauren Mireles While Lauren deferred physical travel during the pandemic, her mind had the privilege of...
Topics: Firm News & Events, Fun Stuff

It is with great pride that we share that Cole DeLucas has passed the CFP® Exam! Cole has dedicated countless hours of his time towards studying for the exam, and after reaching his goal, he felt “an immediate flood of confidence and validation that I...
Topics: Firm News & Events

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...
Topics: Firm News & Events

We had a blast connecting with the Yeske Buie community at our virtual holiday party! The Zoom event included... Connection with the Yeske Buie team, Fun and interactive small group discussions and activities, and A complimentary drink kit from Cocktail Courier (it was a party,...
Topics: Firm News & Events

Yeske Buie is pleased to share that Jack Petras has passed the CFP® Exam! Jack has been studying for the exam every day since February with the expectation of taking the test during the July examination period. While COIVD-19 added some bumps along his road...
Topics: Firm News & Events

In this edition of Meet the Team, we introduce you to Kacie McCumsey, Financial Planning Intern in Virginia. Kacie is a rising senior pursuing a Bachelor of Science in Finance from Virginia Tech’s CFP Certification Education Track, a CFP Board-Registered program. On campus, Kacie is...
Topics: Firm News & Events

In this edition of Meet the Team, we introduce you to Maya Ayed, Business Management Intern in San Francisco. Maya is a current student at the University of San Francisco, pursuing a Bachelor of Science in Business Administration with a focus on Management and Marketing....
Topics: Firm News & Events

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 your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your...
Topics: Firm News & Events