After years of hard work and dedication, we are very proud to announce that Lauren Stansell, Assistant Financial Planner in our Virginia office, became a CERTIFIED FINANCIAL PLANNERTM professional on Friday, February 6th. After learning that she had officially received the certification, we asked Lauren,…
Yeske Buie implemented a Financial Planning Resident Program in 2014 and as of June 2019, has just welcomed our sixth class of Residents! The purpose of the program is to leverage our Financial Planning team and to help contribute to the pipeline of new planners…
On January 1, 2015, Yeske Buie celebrated its 7th anniversary. Elissa and Dave have been in the profession of financial planning for more than 30 years and in business for themselves for 25 years, Yeske & Co. having been founded in 1990 and Financial Planning…
This past Wednesday, our staff on the east coast volunteered at DC Central Kitchen’s Evening Meal Prep event. DC Central Kitchen is America’s leader in reducing hunger with recycled food, training unemployed adults for culinary careers, serving healthy school meals, and rebuilding urban food systems…
With all the noise and turmoil that sometimes fills our daily lives (not to mention our daily newspapers), we all cherish the opportunity for quiet reflection and the joyful fellowship of family and friends that Thanksgiving Day brings us each year. On this eve of another…
Elissa and Dave have been in Seoul, Korea this week, having been invited to speak at the Korea Financial Planning Association’s annual conference. In his keynote presentation, Dave will be discussing the three phases of good retirement planning, from uncovering client goals, vision, and values,…
Featured Wines from Elissa and Dave’s Favorite Wineries Iron Horse Wedding Cuvée – Iron Horse is best known for this cuvée. Fresh and festive, this bubbly is built for a party! Iron Horse Russian Cuvée – This cuvée was first produced for the historic Reagan…
After months of studying and weeks of waiting for results, we are pleased to announce that Lauren Stansell has passed the CFP® Exam. The CFP® Exam is one of four steps required to earn the CERTIFIED FINANCIAL PLANNERTM designation (in addition to the education requirement,…
The Yeske Buie Financial Planning Team attended the 2014 FPA Far West Round-Up Conference in Santa Cruz from Thursday, August 14 to Sunday, August 17. The Round-Up has many features of the Old West, including a designated sheriff (leader), posse (conference committee), and greenhorns (the…
For the second time this year, YeBu East Coast team members volunteered with Dreams for Kids, an organization focused on organizing life-changing activities that empower children with physical and developmental disabilities to unite with their peers and realize their full potential. Dreams for Kids’ Extreme…