Early last month, Dave walked the Virginia Wine Country Half Marathon, as did daughter Lauren and a handful of other relatives, including: Jillian, Karen, Melissa, and Tony. All of the group but Dave can be counted as accomplished athletes who would normally run the half…
SAN FRANCISCO, CA, JUNE 13, 2013 – The campaign to support the delivery of financial planning to the underserved was organized by the northern California chapters of the Financial Planning Association® (FPA®) along with TD Ameritrade on behalf of the Foundation for Financial Planning. This achievement took…
We are proud to announce that Lauren Mireles recently received her Registered Paraplanner (RP®) certification. In order to become a RP®, Lauren had to: -Complete an educational program in theory and practical application developed by the College of Financial Planning -Pass the proctored and timed end-of-course exam…
On March 13th and the 14th, the entire Yeske Buie staff gathered in Fairfax, VA for one of our retreats. These are semi-annual gatherings on alternating coasts aimed at moving us closer to our Grand Goal of becoming the recognized best financial planning firm in…
PR Newswire Press Release SAN FRANCISCO, CA, APRIL 1, 2013 John Wiley & Sons has just published the first-of-its-kind Financial Planning Competency Handbook. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed 30 chapters to the Handbook as members of a select team…
In the last Digest, we mentioned the National Day of Service that took place on Jan. 19th to honor Dr. Martin Luther King Jr. Two of our Virginia staffers, Cristin Etheredge and Lauren Vitt, volunteered their time at the D.C. Armory where they put together…
Dave has described the distance between the Virginia and California offices as just “one long hallway”. One of the ways we bridge the nearly 3,000 miles is by using GoToMeeting, a video conferencing program that allows you to have virtual meetings with up to 25…
On January 1, 2013, Yeske Buie celebrated its 5th anniversary. Elissa and Dave have been in the profession of financial planning for 30 years and in business for themselves for 23 years, Yeske & Co. having been founded in 1990 and Financial Planning Group in…
Elissa has been honored by the Foundation for Financial Planning (FFP) by officially becoming the Chair of the Foundation for 2013 after serving as Chair-elect for 2012. “We are about helping people in need take control of their financial lives through pro bono advice and financial…