Meet the Team: Kacie McCumsey

Meet the Team: Kacie McCumsey

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In this edition of Meet the Team, we introduce you to Kacie McCumsey, Financial Planning Intern in Virginia. Kacie is a rising senior pursuing a Bachelor of Science in Finance from Virginia Tech’s CFP Certification Education Track, a CFP Board-Registered program. On campus, Kacie is involved with the Financial Planning Association student chapter and is also the Communications Minister for the Catholic Campus Ministry, the largest student organization on campus.

Last summer, Kacie began her professional experience as a Finance Intern for the Defense Logistics Agency, an agency within the Department of Defense. She worked for the Financial Policy Team which was created to write official procedure documents to improve the agency’s internal controls.

Kacie believes in the importance of vulnerability in order to help foster a trusting environment with anyone she meets, and she looks forward to learning more about how Yeske Buie creates such an space with Clients. She looks forward to leaning into any opportunity to serve Clients and help Yeske Buie best meet their needs. We hope you enjoy learning more about Kacie!

What first interested you most about Yeske Buie?

Yeske Buie’s values are really what attracted me most to this firm. It was clear to me as soon as I looked at their website that they put an emphasis on the quality of one’s life and not just the numbers. This aligns very well with the way that I live my life, as I try not worry too much about the material items and focus more on living my life to the fullest and helping others do the same.

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What aspect of financial planning intrigues you the most and why?

The aspect of financial planning that intrigues me most is the service to others – doing meaningful work that impacts everyday peoples’ lives. I have always been a numbers person, and I am thankful that I can use that gift to serve others.

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What has been your favorite project at Yeske Buie so far?

My favorite opportunity since joining the Yeske Buie team has been getting to sit in on Client meetings. It has been a true honor to witness the close relationships that the planners have with their Clients. I want to have that same relationship with my Clients at some point, so the experience has really solidified my aspirations of becoming a Financial Planner.

What Yeske Buie worldview aligns with you most and why?

I would say that Be Big is the Yeske Buie worldview that aligns with me most. I believe humility is really important to continue to grow as an individual and as a team member to be the best person you can be.

What is your first money memory of financial planning?

My first major money memory was when I was a child. My father had retired from the military and had gotten a “normal” civilian job. Right before our big move, he lost the job which shifted everything. We moved in with my grandparents and it was the first time in my life that I understood the ramifications of not having enough money.

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What do you hope to accomplish during your time as a Yeske Buie Financial Planning Intern?

I came into this internship with no real expectations other than wanting to continue to learn, to gain knowledge, and to develop myself both personally and professionally. This has already happened and continues to happen each day, and I look forward to soaking up as much outside of the classroom experience as possible.

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What do you enjoy doing when you aren’t working?

I really enjoy running and reading and have been doing a lot of both since quarantine. I find balance with spending time outside with the people that are most important to me.

What might someone be surprised to know about you?

You might be surprised to know that I have a fear of walking down new stairs! With any staircase that I am not familiar with, I get a bit anxious and have to walk down them very slow, sometimes even one foot at a time.

What is one of your Live Big goals?

One of my Live Big goals is to travel the world and to eventually raise my future family with the means to travel all over the world as well! I specifically look forward to traveling throughout all the small towns of Europe that radiate the culture.

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