Archive for Firm News & Events

Position Transitions

Firm News & Eventson October 19th, 2017No Comments

We are excited to announce that current Financial Planning Residents Ryan Klemm and Zach Bennedsen will be transitioning to the role of Assistant Financial Planner at Yeske Buie. Throughout their time as residents, these two gentlemen have demonstrated exemplary skills in financial planning, a sincere dedication to care for our Clients, and an authentic desire to learn and grow; all of which are unique characteristics that perfectly align with Yeske Buie’s core values. Both Zach and Ryan will be permanent additions to our San Francisco office and the change in their roles will be effective immediately. While Zach already calls San Francisco home, Ryan currently works in our Vienna, VA office and will be moving to California next summer.

Both Zach and Ryan are as excited as we are for the opportunity to continue to serve our Clients as fixtures of Yeske Buie’s Financial Planning Team. They shared the following sentiments when talking about their acceptance of the position:

“I am beyond excited to start the next phase of my involvement with Yeske Buie. I look forward to committing myself to the wonderful approach of financial planning embodied at Yeske Buie as well as to the adventure of moving across the country to San Francisco.” – Ryan Klemm

“Over the past year, I’ve had the opportunity to work with a fantastic team and serve an amazing group of Clients. Yeske Buie is a special place to work, and I am excited to sign on for the long-run. I look forward to continuing my growth in a new role. Most importantly, I am excited to build deeper relationships with our Clients over the years to come.” – Zach Bennedsen

We know you will enjoy working with Zach and Ryan as much as we do. We hope you will take some time to learn more about their interests and professional insights by exploring any of the pieces listed below:

READ MORE FROM ZACH:

READ MORE FROM RYAN:

Dr. Dave Yeske is Awarded the Profession’s Lifetime Achievement Award

Firm News & Events, Yeske Buie in the Mediaon October 3rd, 20171 Comment

NASHVILLE, TN, October 3, 2017 – The Financial Planning Association (FPA®) awarded the profession’s lifetime achievement award, the P. Kemp Fain Jr. award, to Dr. Dave Yeske, CFP®, Managing Director of Yeske Buie.

“Over my 20 years in our profession, I have been fortunate to come to know so many talented leaders, but few have given back as much and are as knowledgeable as Dave,” said 2017 FPA President Shannon J. Pike, CFP®. Pike continued, “Dave is one of those dynamic voices and leaders who has mastered so many areas of financial planning and is a true historian of our profession. He has never rested on his accomplishments and continues to support the next generation of financial planners through education and mentorship both in and out of FPA. No one is more deserving than Dave for this prestigious honor.”

At the award presentation ceremony in Nashville, TN, Dr. Yeske was lauded for his contributions as a thought leader in the profession and his dedication to teaching and mentoring future generations of planners. Dave has contributed to many of the profession’s major publications, including FPA’s award-winning Journal of Financial Planning, where he currently serves as Practitioner Editor. Dr. Dave frequently shares his thinking on financial planning theory and practice at conferences around the country and around the world.

Dr. Yeske is dedicated to the growth and development of future financial planners. He is a long-time mentor and Dean in FPA’s Residency program and is the director of Golden Gate University’s financial planning program, where he has taught for more than two decades.

P. Kemp Fain, Jr. was a notable pioneer in the development of the financial planning profession. Kemp Fain was the first person to enroll in the nascent CFP education program and among the first class of graduates in 1973. He formed the first chapter of the International Association for Financial Planning (IAFP), served as national president and chair of the Institute of Certified Financial Planners (ICFP), and was twice chair of the CFP Board of Standards, the licensing body for CFP Professionals. Kemp wrote a seminal white paper, “One Profession, One Designation,” which set an initial vision for the financial planning profession. It is in honor of this vision and work that this award is bestowed.

Dr. Yeske holds a doctorate in finance from Golden Gate University, as well as an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990 and is Managing Director of Yeske Buie, a financial planning firm with offices in Vienna, Virginia and San Francisco, California.

SOURCE: Yeske Buie

Congratulations, Lauren and Daniel!

Firm News & Eventson September 21st, 20175 Comments

Summary and Captions By: Lauren Mireles, RP®

Beneath beautifully strong and deeply rooted redwood trees in Scotts Valley, California, Lauren Grove and Daniel Stansell began a new chapter of their lives together as husband and wife. Their lust for adventure has always been and continues as one of their strongest bonds, so of course adventure was the perfect theme for their wedding day. Surrounded by family and friends from around the world including several members of the Yeske Buie team, Lauren and Daniel expressed personal, heartfelt vows, shared their first married smiles and laughs together, and danced the night away! We hope you enjoy the following pictures of the joyful newlyweds and their loved ones engulfed in wedding bliss.

Welcome to Lauren and Daniel’s Day

Their adventure theme included all the places they have travelled…

…And all the places their guests travelled from!

Beautiful redwoods provided a picture perfect backdrop for their wedding ceremony.

The proud parents walk down the aisle before Lauren makes her grand entrance.

The two wrote their own heartfelt vows expressing their love for each other.

They’re finally married!

The happy couple poses for a family photo.

Lauren and Dave share a special moment during their father-daughter dance.

Tears and laughs were shared by the couple and their family and friends.

The couple is all smiles as they celebrate their love…

…And are blown away by how their photographers captured every magic moment like this one…

…And this one!

What a day, what a night! Cheers to a long and happy life together, Lauren and Daniel!

A Special Event – Explore the Possibilities: The Evolution of Investing

Firm News & Eventson August 24th, 2017No Comments

Summary By: Lauren Mireles, RP®

Last week, the Yeske Buie team had the pleasure of hosting our Clients, Centers of Influence, and Friends to a special event in San Francisco. The evening was full of wonderfully intelligent conversations, tasty appetizers and sweet treats, and an insightful and interactive presentation from Apollo Lupescu, PhD of Dimensional Fund Advisors. Apollo and the Yeske Buie team were blown away by the challenging questions asked by the audience which lead to discussions about value systems, investments, the history of the markets, current market influences, and more. We hope our guests enjoyed the evening as much as we did and we look forward to hosting similar events in the future. For now, we hope you enjoy revisiting the event with us through the small gallery of photos below.

Guests enjoy appetizers and conversation before Apollo’s presentation.

Dave welcomes our guests and introduces Apollo Lupsecu.

One of the many topics Apollo discussed with the audience was the probability of having an increase or decrease in the market each day, week, or year.

Apollo shared slides, like this one, in line with our shared value of taking an evidence-based approach to our work.

The Yeske Buie team is all smiles following a successful event!

Roundup and at ‘Em; Ready to Learn!

Firm News & Eventson August 24th, 2017No Comments

Written By: Ryan Rasmussen and Daniel Tripp

As has become an annual event, the Yeske Buie Financial Planning Team (Dave Yeske, Elissa Buie, Yusuf Abugideiri, Lauren Stansell, Camille Bouvet, Zach Bennedsen, Ryan Klemm, Dan Tripp, and Ryan Rasmussen) once again attended FPA’s Far West Roundup in Santa Cruz, California. At Far West Roundup, some of the brightest minds in the profession meet up on the campus of UC Santa Cruz to discuss any and all topics related to financial planning.

For the eighth time, Dave Yeske served as the sheriff of the conference. As the sheriff, Dave opened the conference with a thought-provoking question. This year’s question focused on the theme of change. The question he posed was, “What changes are we (financial planners) experiencing in our lives, what changes are clients experiencing, and how are we all making sense of a world seeming to move at an increasingly faster and faster rate?” From this question flowed a robust discussion that set the stage for the rest of the weekend’s informative presentations. True to form, the weekend provoked deep thought, an opportunity for shared learning, and many lively discussions. Below we share a summary of these sessions and the team’s observations on their practical applications.

Session 1: Mind-Bending – No Hallucinogens Required

Team Learning: This presentation gave the Yeske Buie team another perspective on the role of money in our society and how our unique cultural perspectives shape an individual’s experience of money. Daniel Tripp said one of his biggest takeaways from this presentation was from the presenter’s quote about culture: “Our culture is results oriented. Perhaps a better way is to focus on the process and rest in comfort that the results will take care of themselves.”

Session Summary: Renee M. Snow brought the Yeske Buie team on an enlightening exploration of the philosophical underpinnings of humans’ relationship with money. She asked the group to examine implicit and explicit assumptions about wealth, the meaning and purpose of money, how the economy and individuals are intertwined, and how money paradigms are formed. She explored the differences between how western and eastern cultures regard wealth and differ in worldviews. Renee also discussed how debt is correlated with higher levels of depression and as individuals, we tend to focus on the economy (the outside effect of money) rather than the ecology of our lives – our life’s inner purpose and meaning.

Session 2: Disruption, The Gift You Cannot Give Back

Team Learning: Susan Bradley, CFP®, an expert in human life transition theory, shared her experience with the Yeske Buie team on how to identify and help our clients experiencing life-changing events. Zach Bennedsen offered this comment about Susan’s presentation: “One of my favorite takeaways from her presentation was a new analogy. She presented the idea of holding a conversation on the dance floor of a party – in the thick of things, seeing all the details, and then moving to the balcony – providing an opportunity to see the big picture.”

Session Summary: When we experience a change in our lives, it can feel like we are in a state of chaos. Our once ordered routines become turned upside down, and all we want is to do is put our lives back together. Susan’s presentation covered the science behind life transitions and focused on building the tools necessary to guide clients through a four-step model of change. The model focuses on anticipating change, the act of experiencing change, the passage through a life changing event, and then back again, to a normalized state of being. Susan went on to explain how for individuals experiencing major life transitions, it can take between four and seven years to get through to the “new normal”. Exploring more, she educated the team in methods to aid clients to triage the issues stemming from life transitions, how to help clients uncover their life purpose, and how to develop an action plan in line with client goals. Finally, Susan offered methods to craft a mindset of growth and expansiveness rather than the negativity.

Session 3: Global Market Outlook

Team Learning: Jeffrey Kleintop, CFA presented his thoughts on the interrelationship of the undercurrents shaping the current global investment landscape. Of Jeffrey’s presentation, one Yeske Buie team member said, “Kleintop’s presentation felt like he was describing the weather. Just like a weatherman pointing out the elements affecting this week’s forecast, Jeffrey highlighted the myriad of variables driving the global economy. In my mind, Kleintop’s presentation emphasized the fact that with so many moving parts to the world economy, determining the exact direction of the markets is impossible.”

Session Summary: The world is becoming less globalized and more dispersed. Through intertwined monetary policies, increasing trade, and inter-related geopolitics, Jeffrey Kleintop, CFA, discussed how the global economy continues its trend toward greater interdependence as he provided an in-depth analysis and interactive discussion on the current forces driving the global markets. Kleintop shared his belief that it is the positive company earnings growth, not the U.S. domestic political situation, that is accounting for the recent stock market gains.

Session 4: The Growing Impact of Donor Advised Funds in Philanthropy and Gift Planning

Team Learning: Pamela Doherty of The San Francisco Foundation explained how donor-advised funds could be effectively utilized to support Client desires of philanthropy and gift-giving. One of the team members offered a simple statement about donor-advised funds that provided her with a new outlook that she will keep with her as she plans for Clients; “Basically anyone can set up a donor advised fund because of their simplicity and ease of use.”

Session Summary: A donor-advised fund is a philanthropic vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax benefit, and make grants to their favorite charity when they are ready. Pamela explained the major advantages of a donor-advised fund which include the ability to be funded with complex, non-cash assets, to support outside investment management, to provide privacy and charitable anonymity, to be a vehicle for engaging successive generations in the giving process, to provide a way to engage in the local community, and to offer an alternative to a private foundation or direct charitable giving. For those of the Yeske Buie team unfamiliar with donor-advised funds, Pamela’s presentation was an excellent overview of these powerful charitable vehicles. From the client’s perspective, the use of donor-advised funds answers the question: How can I support my favorite charities most efficiently while maximizing flexibility and my vision of the community?

Session 5: Divorce Planning + Air Math = Trouble

Team Learning: Bonnie Sewell presented on the importance of financial math modeling during a divorce and the value-adds of someone trained in personal finance performing your financial analysis throughout a property settlement agreement. Ryan Rasmussen found this session extremely informative. A quote that resonated well with Ryan about the importance of our profession was, “Families without a financial professional in the room will have a negative outcome.”

Session Summary: Sharing an appreciation for how difficult the topic of divorce is for all involved parties, Bonnie suggested that modeling a client’s financial life helps to divide up assets and income appropriately, so no one is unduly harmed during the final agreement. She also alluded to the important role of a financial planner in this situation as we assist clients in navigating the difficult time and translating the potentially confusing legal language that might be thrown around during a property settlement agreement. Partnering with a financial planner into the divorce settlement proceeding can be an opportunity for clients to achieve a balanced and equitable outcome fair for both parties and is an important responsibility for the planner.

Session 6: Pride, Prejudice & Probability: Lifting the Veil to Reveal Possibility

Team Learning: In a very thought-provoking journey, Don St. Clair challenged the financial planning profession to examine the very foundation of what it means to be a financial planner, to deeply explore how we can best serve our clients, and to think about what the future holds for our profession. One of the team’s favorite quotes from Don’s presentation came from the late Dick Wagner, CFP®, a thought leader in the financial planning profession. Dick was quoted saying, “We can be fellow travelers with our clients, or we can be sources of answers. And I have my preference, so I think that we are far more useful as fellow travelers on the road of life for our clients than helping people get the right answer. The right answer is no longer available because of the complexities of the world.”

Session Summary: Don St. Clair brought the Yeske Buie team through an extensive journey into the philosophical, meta physical, and existential meaning of the financial planning profession. Building on the work of the prominent thought leader Dick Wagner and others, Don challenged the financial planning profession to move beyond the technical and psychological aspects of financial planning and begin thinking about financial planners as agents of the possible, readers of moods, and assured in our position as professionals. Throughout the presentation, the Yeske Buie team was treated to one of the deepest thinkers in our profession and was challenged to examine the un-assumed assumptions that define what it means to be a financial planner. Returning from the thought journey, we all emerged with a deeper understanding of ourselves, which in turn enables us to serve our client’s better as they too pass through the voyage of life.

Session 7: Risk Management Potholes!

Team Learning: Insurance companies continue to compete for your business by lowering premiums without a difference in your listed coverage. How is this possible? Brian Trouette sought to answer this question throughout his presentation. By the end, the planning team absorbed some great advice and is looking at ways to incorporate his recommendations into our planning practices.

Session Summary: One of the focuses of Brian’s presentation was on the exploration of sub limits. Instead of lowering your listed coverage, sub limits are set in place to reduce or exclude coverage for frequent situations. Frequent situations triggering sub limits are ordinance and law, sewage backup and personal injury. These sub limits can cause an unpleasant surprise increasing out of pocket costs for insurance customers. Brian offered another perspective as he further explained strategies and language to look for when dissecting insurance contracts.

Session 8: Technology is Eating Real Estate

Team Learning: From a presentation by Mike Consol, the Yeske Buie team learned about some major technology and real estate trends affecting society and was offered a glimpse into the possible future of our society. With this knowledge, team members possess a greater understanding of the forces shaping our changing world and how these forces may affect the lives of our clients. A Yeske Buie team member said of Mike’s presentation, “Wow, we’re like ten years away from living like the Jetsons!”

Session Summary: During this presentation, Mike Consol, the editor of Real Assets Adviser, a publication dedicated to exploring the role of Real Assets in modern investing, educated the Yeske Buie team on the emerging technology trends disrupting real estate industry and our society as a whole. Mike focused on how technology is opening up investment opportunities that were once exclusively reserved for institutional investors. He also discussed how crowd funding is changing the investing landscape for the retail investor and how new opportunities are being created as technology drives innovation.

Session 9: What you DON’T know about Millennials

Team Learning: This presentation, shared by Yeske Buie’s Senior Financial Planner, Yusuf Abugideiri and former Financial Planning Resident, Russell Kroeger, offered a new framework on planning for millennials that they believe will help financial planning firms aiming to better serve inter-generational clients. Ryan Klemm shared his thoughts on Russell and Yusuf’s presentation: “As a future millennial planner, it was extremely rewarding to participate in the explorative environment that both Russell and Yusuf fostered. The question of ‘how to best serve Millennials’ has been prominent in the profession over the years and I believe this presentation will be used as the catalyst for a long, robust journey to finding the answer.”

Session Summary: Yeske Buie’s own Yusuf Abugideiri, CFP® and Russell Kroeger, CFP®, founder of Paradigm Wealth Architects and former Financial Planning Resident at Yeske Buie, presented an informative portrait of the unique generational traits which define the demographic group “millennials.” Building on this portrait, Russell and Yusuf described a three-step framework for taking millennial clients through the financial planning process. Russell and Yusuf explained how they’ve incorporated ideas from the profession’s existing body of knowledge, along with research in the fields of psychology and education, to develop their framework.

It’s a Boy!

Firm News & Eventson August 24th, 20171 Comment

The Yeske Buie team is overjoyed to share that Yusuf Abugideiri, Senior Financial Planner in our Virginia office, and his wife Maegan are expecting their first child! They recently learned that they are having a boy and the estimated due date is December 18th. The baby seems to be just as eager as we are to meet him as he’s proven to be a very active, kicking bundle of love. More to come as the months pass but for now, we rest with the joy and anticipation of this exciting news. Congratulations, Yusuf and Maegan!

Meet the Team: Ryan Rasmussen

Firm News & Eventson August 9th, 2017No Comments

Ryan Rasmussen is one of two Financial Planning Residents that recently joined the Yeske Buie team. We welcomed Ryan in June after he graduated from the University of Georgia where he completed his degree as a presidential scholar with cum laude honors. In addition to his education, Ryan comes to the team with a variety of internship and pro-bono financial planning experience. During his last semester at UGA, Ryan gave back to the Athens/Clarke community by offering free tax services through the University of Georgia sponsored Volunteer Income Tax Assistance program and provided free financial counseling services through UGA’s ASPIRE Clinic. Ryan was an active member of the Student Financial Planning Association while studying in Georgia, and is currently a member of San Francisco’s FPA chapter and NexGen community.

As we welcome Ryan to the team, we hope you enjoy this edition of Meet the Team where Ryan shares more about himself and some of his goals as a Financial Planning Resident.

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  • Why did you choose Financial Planning as a profession? What aspect of Financial Planning intrigues you the most?

One of the main reasons I chose this profession is because I am really interested in helping Clients. My favorite part of working with Clients is the coaching aspect; I strive to be able to help people find the most optimal situation for their needs and be their financial “guru”. To be even more specific, working with Clients in the Baby Boomer generation is something that brings me joy as I feel there are real opportunities to plan within this generation. Lastly, I am also really fascinated by the relationship between money, psychology, and personal finance and how all three of these aspects coexist.

  • What is your first memory of Financial Planning?

My first memory of Financial Planning comes from my Grandparents. They used to, and still do, work with an RIA (Registered Investment Advisor) in the Memphis area. They have worked with this same RIA their entire lives and they use them to help them stick to their retirement goals. As far back as I can remember, my Grandparents have always been open to talking about who they work with and have instilled in me the importance of planning for retirement.

  • What impact do you hope to make at Yeske Buie and in the Financial Planning profession?

I would like to impact the profession and Yeske Buie through the sharing of strengths. I feel that I have the opportunity to learn about financial planning from the best financial planning firm in the US and I hope to take that learning with me throughout my career. By sharing Yeske Buie’s strengths with other firms, and by learning from the strengths of other firms, I feel I can help make not only Yeske Buie, but the profession as a whole, better and stronger!

  • In your role as Financial Planning Resident, how do you assist Yeske Buie’s Clients?

I find this hard to answer as I have not been at Yeske Buie long. On a very broad scale, one of the ways I assist Yeske Buie’s Clients is by providing support to the more senior Financial Planners. For example, one of the tasks I have completed to date was gathering pertinent information in preparation for Annual Update meetings along with other general Client meetings. I have also assisted in the organization of Client files and I have learned a great deal about Yeske Buie’s Safe-Spending Policies. I find these polices quite interesting as the way in which they help Clients feel better about their retirement is something that I feel adds huge value to a Client’s financial life.

  • What Yeske Buie worldview aligns with you most and why?

I would say that Yeske Buie’s worldview, Client Big, aligns with me most. I feel this way because like I like the Client aspect of Financial Planning; to me it is the most fun part about this job. It is rare to find a job where you have such close relationships with your Clients. To be able to have the opportunity to build those kinds of deep relationships with so many people is wonderful, in my opinion.

  • What do you enjoy doing what you aren’t working?

When I am not working, I enjoy simply being outdoors – whether it be bike riding, rock climbing, hiking, or camping. Having recently moved to the Bay Area, I am currently enjoying exploring Berkley and the surrounding area. I also enjoy traveling. One of my Live Big goals is to visit Denmark as I am third generation Danish. Another place I would like to explore is Cuba. Lastly, something that you may be surprised to know about me is that I know how to bee keep. My dad is a bee keeper in Georgia and has over 20 hives. I use to help him out when I was younger and now know how to care for and extract honey.

Way To Go, Ryan!

Firm News & Eventson July 27th, 2017No Comments

Summary By: Lauren Mireles, RP®

Yeske Buie is pleased to recognize Ryan Klemm, Financial Planning Resident in our Virginia office, for passing the CFP® exam! The exam has earned a reputation for being a challenging milestone as part of the four requirements needed to earn the CERTIFIED FINANCIAL PLANNERTM designation. Ryan experienced several of these challenges including the discipline needed during the months of preparation leading up to the exam. He shared, “My biggest challenge was adjusting to the routine of studying for a major exam in addition to committing to a full work-week. On the front-end and back-end of each workday, I would make the transition from “study mode” to “work mode” to properly prepare for the exam. Ensuring that I took a few minutes to reset myself between both mindsets was developed from a crash course of learned discipline.”

The four requirements needed to earn the CERTIFIED FINANCIAL PLANNERTM designation are Education, Exam, Experience, and Ethics. Ryan fulfilled the education requirement in May 2016 when he graduated from Virginia Tech’s CFP® Certification Education Track. With the exam and the education requirements behind him, Ryan will be focusing on the experience and ethics requirements. For the experience requirement, Ryan must obtain two years of supervised professional experience related to the financial planning process. As a Financial Planning Resident, Ryan will fulfill this requirement by working directly with Clients, preparing financial plans and reviews and working in all aspects of financial planning from the discovery process through to implementation and ongoing support of Yeske Buie’s Clients’ Live Big® goals. Upon his graduation from our Financial Planning Resident Program, Ryan will have the experience necessary to qualify to be a CFP® Licensee. The final step will be to complete an ethics certification, which includes an inquiry into Ryan’s background and agreement to adhere to the CFP Board’s Code of Ethics. While he works towards his goal of earning the certification, what’s next for Ryan? He shared, “Short-term, RELAX! Long-term, I’d like to get back into reading for pleasure and continue to challenge myself to absorb and participate in all of the learning that is going on around me.”

Learn more about what it takes to earn the CFP® Certification.

Meet the Team: Daniel Tripp

Firm News & Eventson July 11th, 2017No Comments

Daniel Tripp joins the Yeske Buie team in our fourth class of Financial Planning Residents. He is a recent graduate from Golden Gate University’s (GGU) Financial Planning program and earned GGU’s Outstanding Master’s Degree Student Award for the Financial Planning Department for the 2017 graduating class. Dan is an active member of the Financial Planning Association of San Francisco and serves on the NexGen committee, volunteering at various events including the San Francisco Financial Planning Day. He is also a Veteran of the United States Air Force with 12 years of military service. He has been with the Yeske Buie team for about six weeks and has already been contributing in ways that impact Yeske Buie’s Clients.

In this piece, Dan shares more about his interests in Financial Planning and goals in helping Yeske Buie’s Clients.

How do you see your role as a Financial Planning Resident and what do you hope to accomplish during your time as a Resident?

As a Financial Planning Resident, I feel my role is to assist Clients by helping the financial planning team with whatever support is needed so that Clients can have financial peace of mind that all their needs are taken care of. During my time as a Resident, I hope to learn the core functions needed to be successful in the Financial Planning profession and to develop a deeper understanding of the profession as a whole. I also hope to get an opportunity to help Clients continue on their path to financial success. Finally, I hope to expand on the knowledge I gained during my formal education and build the skills necessary to truly be successful at severing Clients.

What aspect of Financial Planning intrigues you the most and why?

What first intrigued me most about Financial Planning was the investing aspect of the profession. In my view, investing is a tool that when utilized effectively has a tremendous impact on people’s lives. However, while studying for my master’s degree at Golden Gate University, I realized financial planning is more than just investing. Financial planning is a holistic activity that encompasses many aspects of people’s lives. This holistic view of financial planning is what intrigues me now and keeps me motivated to increase my knowledge within the practice and profession.

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

While I have not been on the team long, so far, I have enjoyed all things to do with Estate Planning. I find it interesting to dig into estate documents to try to understand how the different pieces fit together with the ultimate goal of ensuring the Clients’ estate planning objectives are met. I’ve already had an opportunity to review and build an estate flowchart from scratch and complete the associated estate tax calculations. This experience provided me with an excellent learning opportunity and allowed me to broaden my estate planning skills. With this knowledge, I will be better able to support the Yeske Buie team and serve our Clients.

What Yeske Buie worldview aligns with you most and why?

I feel that Yeske Buie’s worldview of Learn Big aligns with me the most as I truly believe learning fuels potential and that everything is done through the exploration process of learning. For example, it is my view that you can’t have a limitless vision for your life – how Yeske Buie defines Live Big – without learning about yourself first. Similarly, you aren’t able to fully see the world through someone else’s eyes – how Yeske Buie views Client Big – until you have learned to be empathetic. And lastly, you can’t share unconditionally – the premise behind Yeske Buie’s worldview of Give Big – without experiencing all the impacts of sharing first hand.

What might someone be surprised to know about you?

Back in the day, when I was a child, I watched the familiar movie, Jaws. Because of that film, I developed a fear of sharks! To overcome this fear, I went Great White Shark cage diving off the Farallon Islands in San Francisco and while under water saw two massive female Great Whites! I like to believe that it is through facing our fears that we learn and grow and I realized to overcome my fear of sharks I needed to confront that fear. I feel lucky and blessed that I had an opportunity to peer into world of these special animals.

What is one of your Live Big® goals?

I would love to be in position to travel the world for an entire year, spending a month or so in each place I visited. I like to spend my free time traveling, being outdoors as much as possible, exercising, and spending time with my wife and dog. While I wait for the opportunity to travel the world, I satisfy these interests by exploring the many different attractions in San Francisco and northern California.

Our Special Event in San Francisco

Firm News & Eventson July 10th, 2017No Comments

Explore the Possibilities: The Evolution of Investing

A Social Gathering with Special Guest Speaker, Apollo Lupescu, PhD

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WEDNESDAY, AUGUST 16, 2017

6:00pm – 9:00pm

Presentation at 7:00pm

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Park Central Hotel

50 Third Street, San Francisco, CA

Complimentary Valet Parking Available



The Evolution of Investing by Apollo Lupescu

Over the years, academic research has challenged many conventional assumptions about investing. Through the use of stories and analogies, this presentation explains the differences between traditional, predictive investment approaches and an alternate method based on market pricing, asset class behavior, and other evidence-based principles.

Apollo D. Lupescu, PhD, Vice President
Dimensional Fund Advisors

Apollo D. Lupescu is vice president at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm’s national advisor retirement business. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.

Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. In addition to his PhD from UCSB, Apollo has a BA from Michigan State University, where he competed in and coached water polo.



Delightful Hors D’Oeurves and Tantalizing Sweet Treats

  • Chicken Dumpling with Spicy Chili Sauce
  • Vegetable Spring Roll with Cilantro Lemongrass Chili Sauce
  • Niman Beef Slider with Sweet Pickle and Buttermilk Aioli
  • Crispy Fried Falafel with Tahini Sauce
  • Smoked Salmon Skewer with Dill Creme Fraiche and Crispy Fried Capers
  • Marinated Tomato Mozzarella and Basil Pistachio Pesto
  • Global Cheese Board
  • Assorted Crudite Station


“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson