Yeske Buie is excited to welcome three new additions to our team – Mila Lavoie, Zach Bennedsen, and Ryan Klemm! Mila Lavoie will be working in our San Francisco office as Project Administrator, helping with daily office operations as well as ad hoc internal projects to support her colleagues and the firm. Zach Bennedsen and Ryan Klemm join us as our third class of Financial Planning Residents and will work in our San Francisco and Vienna offices, respectively. Our Financial Planning Resident Program, fashioned after a Medical Residency at a teaching hospital, is designed to help leverage our Financial Planning team and to contribute to the pipeline of new planners entering the financial planning profession.
While the new team members have worked at the firm for only two weeks, they have fully embraced Yeske Buie’s worldviews and culture and are enthusiastic for all that is to come. Zach shared that during his time as a Financial Planning Resident, he is most looking forward to Learning Big! Zach says, “One of Yeske Buie’s values is Learn Big, and I’m looking forward to doing just that. What I’m most excited for is the opportunity to learn from some of the best minds in the financial planning profession. Elissa, Dave, and the rest of the team are incredible resources, and I plan on soaking up as much knowledge as I can.” Similarly, Ryan is looking forward to embracing both our Learn Big and Client Big values. He shares, “I am looking forward to developing meaningful relationships with the Clients of Yeske Buie, while at the same time, being able to learn about the logistics of how a Financial Planning firm runs its daily operations. I am also very excited that this opportunity gives me the chance to absorb the wealth of knowledge and experience that each employee at Yeske Buie exemplifies.”
As a member of the operations and support team, Mila is focusing on Yeske Buie’s Be Big worldview to help contribute to the living system of the firm. Mila shares, “I believe the biggest strength that I will bring to the Yeske Buie team is my diverse employment background. I started in the arts, first as a professional ballet dancer and then as a ballet teacher, and then made the transition into the finance world as a research assistant at a hedge fund company. These experiences will help me as I work to keep things running smoothly on the support side of Yeske Buie. I am looking forward to supporting the entire team in making our Client’s experience the best it can be!”
Be sure to stay tuned to future Digest posts to learn more about our new team members in upcoming Meet the Team features!