COLE DeLUCAS

FINANCIAL PLANNING RESIDENT

Cole DeLucas graduated from Virginia Tech in May of 2018 with a B.S. in Finance. Cole also completed the Virginia Tech CFP® Certification Education Track with cum laude honors. During Cole’s time at Virginia Tech, he was active with the Financial Planning Association’s student chapter and took a great interest in traveling with the other active members to conferences to meet other planners in this great profession. During his college career, Cole was also heavily involved with his fraternity, Delta Sigma Phi, spearheading fundraising and alumni events to help prosper a well-round brotherhood as well as help the organization become financially independent.

During his collegiate summers, Cole worked for two different financial planning firms to supplement his studies. In 2016, Cole worked for The Commonwealth Group in Harrisonburg, Virginia, where he feels his passion for becoming a financial planner really started to develop. The following summer, Cole was an intern in Yeske Buie’s Vienna, Virginia office, so he is already a bit familiar with Yeske Buie’s style of financial planning. While an intern at Yeske Buie, Cole was a member of the Financial Planning Association’s NexGen Community, and he looks forward to connecting again with the chapter now that he resides full-time in Northern Virginia. Cole envisions himself serving on the committee very soon and becoming much more involved in the financial planning community.

Out of the office, Cole enjoys being active and exploring everything that is available around him. He looks forward to biking, running or simply just being outdoors in the D.C. area. Cole is an avid golfer and has already taken the time to research all the public golf courses in the Northern Virginia area! Lots of Hokies enjoy their time up in the D.C. area, so Cole also looks forward to enjoying time with them as well as his family.

Client Focus: While working with individual Clients, Cole approaches every interaction with Yeske Buie’s Client Big mindset. Cole strives to put the Clients first and to give them peace of mind when it comes to their financial future. Cole recognizes that each Client has a unique story. Therefore, Cole chooses to see each situation through the Client’s eyes, which he hopes will allow him to help Clients navigate inevitable financial obstacles and ultimately achieve their Live Big® goals.

Current Update: As the winter leaves us and the spring weather slowly starts to roll into the D.C. area, Cole cannot wait to get back out on the golf course again! Now that he can breathe after taking his CFP Exam, he feels he will have time to hit the links with friends as well as explore D.C. in the warmer weather. Looking ahead, Cole and his girlfriend, Emily, have planned a trip for late April where they will visit the Grand Canyon and Zion National Park! He can’t wait for what is in store in the second quarter of 2019!