YeskeBuie Named An InvestmentNews Excellence Awardee in Two Categories
The standard of excellence we hold for our Clients is what drives everything we do at YeskeBuie, and we are honored when that commitment is recognized beyond our walls. We are proud to share that YeskeBuie has been named an Excellence Awardee in two categories at the 2026 InvestmentNews Awards:
- Yusuf Abugideiri, CFP®, for Advisor of the Year in the Southeast Region, and
- Cristin Etheredge, Gavin Shoults, Will Tracy, CFP®, Tricia Lowney, and Lauren Mireles for CRM & Technology Team of the Year.
The InvestmentNews Awards recognize the most outstanding advisors, firms, and teams in the wealth management industry. Excellence Awardees are selected from a national pool of nominees, placing each honoree among the top performers in their category. Final winners will be announced at the awards show on June 24, 2026.
This marks the second consecutive year that Yusuf has been named an Excellence Awardee for Advisor of the Year in the Southeast Region. Last year, Sydney Woodward, CFP® was named an Excellence Awardee and went on to win NextGen Advisor of the Year. The CRM & Technology Team of the Year is a brand new category for 2026, and being recognized in its inaugural year makes this honor all the more meaningful.
For our Clients, these recognitions are hopefully a confirmation of what we are always working towards in service of you: showing up day in and day out in alignment with our values and maintaining our standard of excellence The YeskeBuie Way.
We invite you to read on to learn more about each of this year’s awardees.
Congratulations, Yusuf and the YeskeBuie CRM & Technology Team!
Yusuf Abugideiri, CFP® • C3O • Chief Investment Officer
Yusuf Abugideiri is the embodiment of the word ‘leader’. As a financial planner, he serves his Clients by acting as an anchor in their lives. As a teammate, he leads with strength, humility, and infectious energy. And as an owner, he approaches his responsibilities to our Clients with the utmost gravity and care.
Yusuf specializes in translating complex investment strategy into clear, confident guidance, helping Clients understand what is happening in the markets, why it matters to their plan, and how to stay the course when uncertainty arises. He is deeply committed to multigenerational planning, building relationships that extend across families over time, and, in the moments that matter most, he shows up steady, grounded, and always in their corner.
Beyond his work with Clients, Yusuf is a recognized voice across the broader profession, regularly contributing insights to national publications and serving on the board of the Foundation for Financial Planning and the CFP Board’s Advisory Council. He also dedicates meaningful time each week to mentoring teammates and supports pro bono initiatives including Pro Bono for Cancer and Junior Achievement.
Congratulations, Yusuf!
CRM & Technology Team • Cristin Etheredge, Gavin Shoults, Will Tracy, Tricia Lowney, and Lauren Mireles
Behind every seamless Client interaction at YeskeBuie is a team working diligently to ensure the systems supporting your financial life are reliable, secure, and always improving. Our CRM & Technology Team supports our planners, our operations, and, ultimately, you with the same standard of care that defines everything we do.
This team specializes in building and maintaining the systems that allow your planning team to show up fully prepared and focused on what matters most: you. From optimizing the tools our planners use daily, to ensuring your data is protected and your experience with the firm is smooth at every touchpoint, they are the quiet force behind a lot of what makes YeskeBuie work well.
Their work is ongoing, forward-thinking, and never finished, because the commitment to the standard of excellence that defines YeskeBuie demands nothing less.
Congratulations to the YeskeBuie Support Team!