YeBu® News & Events

Ryan Kelly, a Financial Planner in our Vienna, VA office, is celebrating five years with Yeske Buie this year! Ryan joined the team in 2019 after graduating from the University of Georgia with a Master of Science in Financial Planning. From the start, Ryan has...
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Since its inception, Yeske Buie has hosted interns from all over the world. One of our summer 2024 interns is River Galland. River is a graduate of Cal Poly San Luis Obispo where he earned a Bachelor of Science in Financial Management. In addition to...
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Yeske Buie is pleased to recognize Will Tracy for his recent success in passing the CFP® Exam. This accomplishment fulfills one of the four requirements to earn the CERTIFIED FINANCIAL PLANNERTM designation. In light of his accomplishment, we asked Will a few questions to learn...
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Each year, the entire Yeske Buie team gathers in person for our Annual Staff Retreat. The time together serves as an opportunity to discuss our vision and goals for ourselves, for our Clients, and for the firm, and to strengthen our relationships so that we...
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Since its inception, Yeske Buie has hosted interns from all over the world. One of our summer 2024 interns is Grant Barlow. Grant is a rising senior at Virginia Tech and is pursuing dual Bachelor of Sciences degrees in Finance, concentration in Corporate Finance, and...
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Chantal Perez has joined the Yeske Buie team as an Executive Assistant in our San Francisco office, and her positive attitude and can-do mentality have already resulted in strong support for our team. Chantal brings over a decade of experience in the financial services industry...
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For over 40 years on Memorial Day Weekend, The Rotary Club of Vienna has been running the Viva! Vienna! festival for charity just down the street from our office. The festival has given over $3.1M to charities in our local community in its lifetime. Our...
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It's always special when several of our passions align, and our San Francisco team recently experienced this intersection with the opportunity to teach financial literacy to local high school students. For this event, the team spent a day teaching teens about the impact of education...
Topics: Give Big, YeBu® News & Events