Firm News & Events

Elissa Buie Receives the Alexandra Armstrong Lifetime Achievement Award

Posted Nov. 20, 2019

VIENNA, Va., Nov. 20, 2019 /PRNewswire/ — Elissa Buie, CFP®, co-founder and CEO of Yeske Buie, has been selected as the recipient of the 2019 Alexandra Armstrong Lifetime Achievement Award as part of InvestmentNews’ Women to Watch initiative. Elissa was named to InvestmentNews’ inaugural Women...

Topics: Firm News & Events

Milestone Recognitions

Posted Sep. 19, 2019

This year, the financial planning profession is celebrating its 50th anniversary, a milestone that is inspiring financial planners and media professionals alike to reflect on the humble beginnings and the grand evolution of our work. In recognition of this anniversary, InvestmentNews assembled a list of...

Topics: Firm News & Events, Yeske Buie in the Media

Thank You for Celebrating with Us!

Posted Aug. 21, 2019

The Yeske Buie team is reveling in gratitude after our special events in Virginia and San Francisco this year. Our celebrations of Yeske Buie’s past, present, and future included sharing memories and deepening relationships amongst our Clients, colleagues, and team members, while indulging in delicious...

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Meet the Team: Jack Petras

Posted Jul. 09, 2019

In June 2019, Yeske Buie welcomed our sixth class of Financial Planning Residents. One member of this new class is Jack Petras, a recent graduate from the University of Illinois who comes to the team with internship experience from Merrill Lynch and Wells Fargo and...

Topics: Firm News & Events

Meet the Team: Ryan Kelly

Posted Jun. 27, 2019

This month, we have had the pleasure of welcoming two new members to our Financial Planning Team. One of those team members is Ryan Kelly who joined the firm as a Financial Planning Resident in our San Francisco office. Ryan recently graduated from the University...

Topics: Firm News & Events

Meet the Team: Howard Brown

Posted May. 02, 2019

Yeske Buie is pleased to introduce you to our newest team member, Howard Brown. Howard joins the team as an Operations Assistant in our Vienna, Virginia office where he is a part of the support team that assists in the daily operations of the firm...

Topics: Firm News & Events

Youth and Experience: Yeske Buie Names Three Next Generation Partners

Posted Feb. 19, 2019

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...

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The Gift of Planning

Posted Nov. 29, 2018

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,...

Topics: Financial Planning, Firm News & Events, Give Big, Yeske Buie in the Media

Thank You for a Magical Night!

Posted Sep. 20, 2018

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…

Topics: Firm News & Events

Yeske Buie in the Media: Investing in 529s? Here is the Lesson Plan

Posted Sep. 20, 2018

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, who wrote about the...

Topics: Firm News & Events