Youth and Experience: Yeske Buie Names Three Next Generation Partners
Yeske Buie announced today that three of its next generation leaders, Yusuf Abugideiri, CFP® (32), Lauren Stansell, CFP® (28), and Lauren Mireles, FPQPTM (27), have become part-owners of the firm. The new partners each bring unique perspectives, skills, and commitment to promote Yeske Buie’s mission of empowering people to pursue their Live Big® lives; something the Founding Principals, Dr. Dave Yeske, CFP® and Elissa Buie, CFP®, have been dedicated to for more than 60 years combined.
Elissa Buie, co-founder and CEO of Yeske Buie, explains the firm’s belief in the benefits of a multi-generational practice: “There’s value in experience. And we have a lot of it. There’s also value in youthful, fresh perspective. We have that, too. And that means we can serve not just our current Clients, but also the generations of loved ones important to those Clients, and other successful young people.”
The team of new partners emerged in 2014 when the firm launched its Financial Planning Resident Program. This opportunity served as a platform for the young leaders to showcase their unique strengths and innovative ideas in hiring and managing, and for the experienced leaders to provide wisdom and mentoring. The synergy between the group was undeniable, and has only continued to strengthen over the past five years.
The longest tenured of the three new partners, Yusuf’s journey with Yeske Buie began in 2009: “Making partner at Yeske Buie has been my dream since meeting Elissa and Dave as a college student; the opportunity to learn from them while growing with Lauren and Lauren has been a dream come true.” Lauren Stansell echoed these sentiments, saying, “It’s an honor to have the opportunity to learn from two of the profession’s most committed leaders, and to now take our next step forward by becoming Partners. I am thrilled for what the future holds for Yeske Buie.”
The firm is known for providing exquisite financial planning and asset management to over 250 Clients around the world. The firm’s Founding Principals are thought-leaders in the financial planning profession, writing and presenting on topics such as evidence-based and policy-based financial planning®. Reflecting on this milestone in Yeske Buie’s evolution, Dr. Dave Yeske, co-founder and Managing Director of Yeske Buie, observed, “this is an indispensable step in building a firm that can serve our Clients for generations to come. I could not be happier to welcome these young leaders as my partners.”
In addition to financial planning, the firm finds it important to focus on consciously co-creating its culture, which is one of Client centricity, excellence, learning, team work, constant improvement, and fun. For Lauren Mireles, continuing to help build this culture provides her with a great sense of fulfillment. She shared, “Each day at Yeske Buie is an adventure, an opportunity to learn something new. I genuinely look forward to being in the office with my partners and the rest of the team – I can’t imagine working anywhere else.”
We hope you enjoy the following slideshow of photos of Yeske Buie’s five partners from 2011 – 2018.
About Yusuf Abugideiri, CFP®
Yusuf is a Senior Financial Planner in Yeske Buie’s Vienna, VA office. He earned an honors B.S. in Finance from Virginia Tech’s CFP® Certification Education Track and an M.A in Economics from George Mason University. He was named to InvestmentNews’ 40 Under 40 list in 2016, and he co-authored an article that was published in the September 2017 issue of the Journal of Financial Planning. Yusuf is a dedicated husband and father, and has a sneaker collection that could rival a professional athlete.
About Lauren Stansell, CFP®
Lauren is a Financial Planner in Yeske Buie’s San Francisco, CA office. She earned an honors B.S. in Economics and Finance from Virginia Tech’s CFP® Certification Education Track and is currently pursuing an M.S. in Advanced Financial Planning and Taxation at Golden Gate University. She enjoys being engaged with the financial planning community and has served as the Co-Director of NexGen for the FPA National Capital Area chapter and as the Director of Marketing Communications for the FPA of San Francisco. Lauren and her husband are avid adventurers and never turn down the opportunity for a new experience, including hiking the Grand Canyon from rim to rim in one day.
About Lauren Mireles, FPQPTM
Lauren is the Organization and Methods Manager in Yeske Buie’s Vienna, VA office. She earned an M.A. in Organization Development and Knowledge Management from George Mason University and a B.S. in Business and Economics from California University of Pennsylvania. She co-hosted a day-long workshop focused on harnessing one’s inner power in 2017, and was quoted on several platforms for her work with the CFP® Board Center for Financial Planning’s career re-entry initiative in 2018. Lauren is married to her high school sweetheart and is a nerd for every movie in the Marvel Cinematic Universe.