CLIENT SUPPORT SPECIALIST
Gavin Shoults, FPQP® holds a Bachelor of Science in Health Sciences from the University of Arizona; he graduated in 2022. During his time at school, Gavin was involved in several student clubs, including Alpha Phi Omega, an academic fraternity. He served as the organization’s Executive Board as the Treasurer, where he discovered his passion for finance.
Prior to joining Yeske Buie, Gavin worked as a Data Engineer at the Mister Car Wash corporate headquarters in Tucson, Arizona. He was responsible for managing enterprise-scale information systems and providing company-wide analytical insights. Joining Yeske Buie as a Client Support Specialist, Gavin is excited to leverage his skillset to help the firm’s Clients achieve their goals while working alongside a team of highly accomplished professionals. He also holds the Financial Paraplanner Qualified Professional (FPQP®) designation from the College for Financial Planning, enabling him to bring the latest financial planning strategies to Yeske Buie’s clients.
In his free time, Gavin enjoys exploring the Virginia scenery, trying out exciting new foods, swimming, playing tennis, and traveling – mostly to beaches! A lifelong Arizona native, there’s no shortage of new things to experience in his new home.
Client Focus: Gavin believes that building strong professional relationships on mutual trust and respect is at the cornerstone of successful financial planning. He is excited to work closely with both Clients and planners to provide a smooth and enjoyable experience.
Current Update: The past couple of months have been very exciting for Gavin. At the end of August, he travelled to the beautiful city of Flagstaff, Arizona to get married (after being knee-deep in planning for nearly 2 years)! He also enrolled in math courses at a local college to explore personal interests, started going to a rock climbing gym, visited the Maryland Renaissance Faire for the first time, rekindled his excitement for origami, and has been taking plenty of extra-long walks with his dog in the fall colors.
On the professional side, Gavin continues to learn and get more involved with the implementation and management of a variety of pieces of technology at the firm. Coming up, he is excited to start planning for his holiday trip to Arizona to visit his family!