TheLiveBigWay Digest – Phishing Season is Here

Phishing Season is Here

As if coming to terms with our annual obligations to Uncle Sam isn’t stressful, tax time is also prime “phishing” season for scammers and identity thieves. As defined by Wikipedia, phishing is an attempt to fool someone into revealing sensitive personal or corporate information by “masquerading as a trustworthy entity”. An article in the New York Times last week reported that phone fraud is one of the fraudsters most favored tactic. Learn more about these phone scam tactics and listen to a fraudulent voicemail that Dave himself recently received on his home phone.

After years of hard work and dedication, we are very proud to announce that Lauren Grove, Assistant Financial Planner in our Virginia office, became a CERTIFIED FINANCIAL PLANNER^TM professional on Friday, February 6th. To obtain certification, a planner must have satisfied the CFP Board’s “Four Es” – Education, Examination, Experience and Ethics. As you may recall, we sat down with Lauren days before she took her exam to learn more about her diligent study schedule and announced in late August that she had passed her exam. After learning that she had received the certification, we asked Lauren, “What three words would you use to describe how it feels to have earned the CFP^® certification?” Read on for the answer and learn more about earning the prestigious certification.

Victoria Harrell, Client Service Administrator in our Vienna, VA office, is Yeske Buie’s newest team member. With over nineteen years in the financial services industry, Victoria adds a great level of expertise to the team. Additionally, Victoria has a deep understanding of how the markets work and trading rules as she has earned her undergraduate and master’s degrees in Business Administration, has completed all of the course work for the CFP^® certification, and holds multiple securities licenses. In this edition of Meet the Team, we learn more about what Victoria hopes to accomplish at Yeske Buie and what she enjoys doing in her free time.

Join the Yeske Buie Team from both offices for our Open House in our Vienna, VA office on Thursday, April 2^nd from 4:30pm to 6:30pm. The event will be catered by a local company, Purple Onion Catering, and will include staff from both the Virginia and California offices. Stay tuned to future Digests for more details!