YeBu® News & Events

Posted Aug. 01, 2024
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...
Topics: YeBu® News & Events

Posted Aug. 01, 2024
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...
Topics: YeBu® News & Events

Posted Jun. 06, 2024
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...
Topics: YeBu® News & Events

Posted Jun. 06, 2024
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...
Topics: Give Big, YeBu® News & Events

Posted Apr. 25, 2024
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

Posted Apr. 25, 2024
OCTOBER 2024 This month, we had the pleasure of hosting an in-person celebration in San Francisco with some of our incredible Clients, partners, and friends. It was a true joy to share a special evening together filled with delicious food, engaging conversations, and exceptional company....
Topics: YeBu® News & Events

Posted Mar. 12, 2024
Tim Connolly has joined the Yeske Buie team as an Associate Financial Planner in our San Francisco, CA office, and his authenticity and warm smile have been a welcome addition to our robust team. Tim joins the team with several years of professional experience in...
Topics: YeBu® News & Events

Posted Feb. 28, 2024
Rustin McManis has joined the Yeske Buie team as an Associate Financial Planner in our San Francisco, CA office, and his presence and skills have already had a significant, positive impact on our team. Rustin joins us after completing his studies at Liberty University's School...
Topics: YeBu® News & Events

Posted Jan. 03, 2024
It is our pleasure to share that Kacie Fawls, Associate Financial Planner in our Vienna office, has obtained the CERTIFIED FINANCIAL PLANNER certification! This achievement is something that Kacie has been working towards since 2018 when she enrolled in the CFP Board Registered Education Program...
Topics: YeBu® News & Events
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Washington, D.C. Metro Area
301 Maple Avenue West, Suite 600
Vienna, VA 22180
San Francisco Bay Area
220 Montgomery Street, Suite 900
San Francisco, CA 94104

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About

At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.
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