Archive for Firm News & Events

Yeske Buie Retreat and Open House in Virginia

Firm News & Events, Fun Stuffon March 27th, 2014No Comments

Yeske Buie Retreat

The Yeske Buie Team gathered at the Marriott Ranch in Virginia from March 17th to March 20th for our semi-annual retreat.

Don’t be fooled by the word ‘retreat’ though as we spent the majority of our time at the ranch developing our internal communication practices/agreements, showing each other appreciation, and sharing feedback on how we can each become better workers and communicators.

In our off time we were able to go skeet shooting (the first time for most of us), have meals together, and have some fun playing cards and such to relax after all that communication training!

The Yeske Buie Communication Agreements


Communication Agreement




























Photo Mar 20, 9 37 10 AM

Marriott Ranch Main House – Hume, VA

Photo Mar 20, 9 37 23 AM

The Yeske Buie Team

Photo Mar 20, 9 38 10 AM

Our Main Meeting Room

138

Staircase

Photo Mar 20, 9 38 23 AM

Sitting Room

Photo Mar 20, 9 49 15 AM

Ranch Field

Monday Dinner

Monday Dinner – Every meal was fantastic!

Our Facilitators

Our Facilitators David and Jane

Tuesday Dinner

Tuesday Dinner

The Ranch Ghost Tied Up Dave's Shoes!

The Ranch Ghost Tied Up Dave’s Shoes!

Group Shot - Skeet Shooting

Group Shot … Shooting

Skeet Shooting Training

Skeet Shooting Training (Brrrr)

Skeet Shooting Training Cont.

Wait, there’s an actual gun involved here?

Skeet Shooting Training Cont.

John – our teacher and the only real gun handler in the group

Skeet Shooting Training Cont.

“Oooh, what’s that cool piece of technology on John’s belt?”

Skeet Shooting Training Cont.

David is from Colorado, but doesn’t like the cold. Go figure.

Jennifer M. Ready To Shoot

Jennifer M. ready to set the bar high (“Can I ask a few more questions?”)!

Jennifer M.

Jennifer M. – hits it on her first shot!

Yusuf

Now Yusuf HAS to do as well as Jennifer M!

Lauren G.

Lauren G. – it’s not her first time with a gun!

Jen H.

Jen H. – good shot and a smile the whole time.

Lauren V.

Lauren V. – shoots with her usual quiet poise.

Cristin

Cristin – keeping up the Yeske Buie shooting standard.

Dorothy

Dorothy – nice job, but made a noise that made John ask her if she hurt herself :)

Dave

Dave – nailed it (but apparently Elissa was so good we edited out her picture so she didn’t show anyone up).

Summar

Summar (“Wait, don’t I get to jump up and kick this skeet or something?”)

Observing Shooters

Thinking they want to stand WAY BACK from the gun action …

Observing Shooters Cont.

Them too.

Dave v. Elissa

If Elissa wins, the name of the company changes to Buie Yeske.

At Lunch

Amazing meals … and Yeske Buie left living bigger than when we got there!

Communication Training

Communication Training

Communication Training Cont.

Apparently part of the communication training entailed some time not talking to each other.

Communication Training Cont.

“Woah, we have to share WHAT with each other?”

Communication Training Cont.

“Is this going to hurt?”

Communication Training Cont.

Is Elissa tilting her head to listen … or did she fall asleep?

Communication Training Cont.

David and his shapeshifter cards.

Communication Training Cont.

Cristin is obviously a quick study!

Communication Training Cont.

Which client is emailing Yusuf?

Breakout Groups

Breakout Group

Breakout Groups Cont.

Breakout Group

Breakout Groups Cont.

Breakout Group Remix

Breakout Groups Cont.

Breakout Group Remix

Breakout Groups Cont.

Breakout Group that scarfed the favorite room

Breakout Groups Cont.

Breakout Group that scarfed the favorite room (first, actually)

Jennifer M. and Lauren G.

Jennifer M. and Lauren G. – “Where’s lunch?”

Summar and Lauren V.

Summar and Lauren V. – “are we eating again?”

Breakfast

“Is this the low-cal meal of the week?”

Breakfast Cont.

“Okay, are we all ordering a variation of the breakfast being offered yet again today?”

Yeske Buie Open House

Thank you to all who joined us at the Yeske Buie Open House on Thursday, March 20th. We hope you enjoyed your tarot reading if you participated in that, the delicious treats from Purple Onion Catering, the variety of Russian River Valley wines, and getting a Yeske Buie stemless wine glass to take home.

Food Spread

Food Spread

Platters

Platters

Dessert Row

Strawberries

Cheesecake stuffed strawberries (really!).

 Fruit Tarts  Brownies
 Mousse  Cheese Platter
 Veggie Platter  Chicken Poppers

Roast Beef and Mozz Basil Tomatoes

Bread and Spreads

Jen H., Elissa, and Cristin

Jen H., Elissa, and Cristin – “OMG, are we eating AGAIN???”

Jen H., Elissa, and Cristin

Jen H., Elissa, and Cristin

Lauren V., Maegan, and Summar

Lauren V., Maegan, and Summar

Dave and Elissa

Dave and Elissa <3

Yusuf, Dave, and Jeff

Yusuf, Dave, and Jeff

Bartender

Bartender – “Look at those wines!!”

Cristin and Jennifer M.

Cristin and Jennifer M.

Greeting Table

Greeting Table – “What living person would you most like to meet?”

Yusuf and Maegan

Yusuf and Maegan – 51 Days and Counting!!

Eve, Tarot Card Reader

Eve – Tarot Card Reader

Tarot Reading

Tarot Reading

Hallway Group Shot

Hallway Meeting

Lauren V. and Eli

Lauren V. and Eli

Lauren G. and Dorothy

Lauren G. and Dorothy

Being Silly At Dinner

Being Silly At Dinner

Group At Dinner

Group At Dinner (eating … again)

Investor Behavior: The Psychology of Financial Planning and Investing

Firm News & Events, YeBu in the Mediaon February 13th, 2014No Comments

investor_behavior_book_cover_pageWhy do investors behave as they do? That is the question posed and answered by the book “Investor Behavior: The Psychology of Financial Planning and Investing,” edited by H. Kent Baker and Victor Ricciardi and published by Wiley Finance.

This 30-chapter book (available from Amazon) covers the major principles of investor psychology and how personality, emotions, financial planning strategies, and the behavioral underpinnings of various trading and investment topics play into how clients make decisions.

Dr. Dave Yeske, CFP® and Elissa Buie, CFP® Managing Director and CEO of Yeske Buie, respectively, were part of the dynamic team of academics and experienced practitioners who contributed to the body of knowledge in “Investor Behavior.” Their contribution, “Policy-Based Financial Planning: Decision Rules for a Changing World,” places Policy-Based Financial Planning squarely within the context of behavioral finance and “choice architecture.” They describe the concept as follows:

“Although the field of behavioral finance helps to provide a deeper understanding of the cognitive biases present when individuals make financial decisions, practitioners need not only understanding but also practical tools. Policy-based financial planning is one such tool, offering a framework and approach that allows practitioners to craft decision rules that can keep clients committed to a consistent course of action in a seemingly chaotic and unpredictable world. . . . These comprehensive yet compact decision rules serve as a touchstone for both client and advisor, providing clear guidance in the face of rapidly changing external circumstances. In their ideal form, financial planning policies are both broad enough to encompass virtually any external change and specific enough to return clear answers as to appropriate action.”

Ms. Buie and Dr. Yeske have been writing and speaking on the topic of Policy-Based Financial Planning since 2006, when their article “Policy-Based Financial Planning Provides Touchstone in a Turbulent World,” was published in The Journal of Financial Planning. The Journal also published their most recent collaboration, “Evidence-Based Financial Planning: To Learn. . . Like a CFP®,” which appeared in the November 2011 issue.

Elissa and Dave sailing in the BVI

Firm News & Events, Fun Stuffon February 13th, 20141 Comment

First two nights at Red Hook on St Thomas

First two nights at Red Hook on St Thomas

Day trip to St John on day two

Day trip to St John on day two

Our boat was Madiba, named for Nelson Mandela

Our boat was Madiba, named for Nelson Mandela

 The Madiba is crewed by South Africans Colleen and Peter Leube who helped create an incredibly special experience. Find out more about Colleen and Peter and the Madiba.

Madiba's spinnaker displays the colors of South Africa's flag

Madiba’s spinnaker displays the colors of South Africa’s flag

The Bight at dusk

The Bight at dusk

There's amazing snorkeling at The Indians

There’s amazing snorkeling at The Indians

Relaxing at The Indians

Relaxing at The Indians

Deserted beach on Little Yost

Deserted beach on Little Jost

EB and DY clearly having a terrible time

EB and DY clearly having a terrible time

Cheeseburger in Paradise

Cheeseburger in Paradise

The last few days were spent in Cane Garden Bay

The last few days were spent in Cane Garden Bay

The view from Sailor's Rest

The view from Sailor’s Rest

Cane Garden Bay by day

Cane Garden Bay by day

Cane Garden Bay at dusk

Cane Garden Bay at dusk

Bedroom view at dusk

Bedroom view at dusk

Yeske Buie Open House in Vienna

Firm News & Eventson January 16th, 2014No Comments
Join the Yeske Buie Team from both offices for our Open House in Vienna on Thursday, Mar. 20th from 4:30-6:30 p.m.

Send Us Your RSVP!


Elite Tarot
Elite Tarot 

Back by popular demand, we will be featuring a professional tarot card reader. Eve from Elite Tarot will be helping guests gain clarity and insight on business and/or personal questions.

Is this fortune telling? No. While tarot card readings are generally forward-looking, [Eve] will not tell you the name of your future spouse, who will win a sporting event, or who the next president will be. What [Eve] can do is help you to unlock the answers inside you regarding paths in life you are taking, choices you are making, and decisions you are considering. Why give away your power of free will to someone else when you can harness your own power to embrace and own your life’s journey!

Eve is a proud member of the American Tarot Association, Tarot Professionals (UK), and the DC Tarot Society. Learn more about Eve and Elite Tarot. 
Purple Onion Catering Co. Menu

- Tuscan Countryside Station

- Roast Beef Cocktail Sandwich with Horseradish Cream

- Almond Crusted Chicken Skewers

- Mini Jumbo Lump Crab Cakes with a Key Lime Aioli

- Caprese Salad Bites

- Roasted Portabella Wrapped Asparagus Tips

Purple Onion 2
Elissa and Dave will feature four wines from three of their favorite wineries in the Russian River Valley of Sonoma County - Iron Horse VineyardsMerry Edwards Winery, and DeLoach Vineyards.

Sparkling Wine

2007 Ocean Reserve
“I Am Giving, I Am Sparking, I Am Limited, I Am The Ocean”

       Iron Horse Vineyards WEB
Iron Horse Vineyards

We will be featuring the Iron Horse 2007 and 2009 Ocean Reserve sparkling wine. This cuvee was created to celebrate the 125th anniversary of National Geographic and $4 from the sale of each bottle will be donated to create marine protected areas and reduce overfishing around the world.

In addition to the Ocean Reserve, we will be featuring Iron Horse’s 2011 UnOaked Chardonnay.
 Joy and Audrey Sterling - Iron HorseRead the article about Iron Horse co-founder Audrey Sterling and her daughter Joy from the San Francisco Chronicle Sunday Edition  EB-DY-etc-w-Joy-Iron-HorseElissa and Dave and friends with Joy Sterling (second from left) of iron Horse Vineyards
Merry Edwards Winery

Merry Edwards Winery

Merry Edwards started brewing beer in her dorm room then eventually went to UC Davis and became one of the first women to get a graduate degree in oenology and work in what was then a male-dominated field.

While seeking her first winemaking position, Merry encountered gender discrimination time and again.  Supported by her mentor, Dr. Maynard Amerine, she stayed the course, pursuing a career as a winemaker, rejecting positions as a laboratory technician, the traditional role of women in the science of winemaking at that time.  Merry’s perseverance precipitated changes in hiring policies, paving the way for future generations of women to take charge in the cellar.

In many ways, Merry Edwards is like her wines — complex, balanced and memorable. An intricate blend of artistic vision, scientific training, spirit and grace, she leaves a lasting impression.

We will be featuring Merry’s 2011 Pinot Noir.

2011 Pinot Noir

2011 Pinot Noir

Zinfandel

2009 Zinfandel

DeLoach Vineyards RS CR

DeLoach Vineyards

San Francisco firefighter Cecil DeLoach spearheaded Pinot Noir wine growing in the Russian River Valley in the early 1970s. After the Boisset Family from Burgundy, France assumed ownership in the early 2000s, they have since enhanced the health of the land and the quality of the wine by incorporating eco-friendly farming practices through Biodynamic winemaking.

[W]e are as attentive to the other aspects of our property and the community as we are to our vines. We maintain and encourage biodiversity on the winery estate with chickens, a thriving bee hive, and a diverse vegetable and herb garden that includes the medicinal plants we use in the compost preparations such as yarrow, chamomile and dandelion. In the holistic spirit of biodynamics, we will also continue to cultivate a sense of community with our neighbors, growers, and natural surroundings.

We will be featuring DeLoach’s 2009 Forgotten Vines Zinfandel. Their Zinfandel was recently recommended in Wine Enthusiast Magazine‘s September 2013 feature, “Insider’s Guide to Zinfandel.”






YeBu Souvenir

We will have stemless wine glasses with the Yeske Buie logo and Live Big® motto for attendees to take home after the event!
YB Glass





YB – Live Big®

Yeske Buie Retreat and Open House in San Francisco

Firm News & Events, Fun Stuffon November 21st, 20132 Comments

The Yeske Buie Team came together earlier this month for one of our semi-annual staff retreats, this one focused on mindfulness and servant leadership.

Our retreat was held at the 13,000 acre Anvil Ranch, located 36 miles west of Healdsburg in Sonoma County, California. We had a great time exploring the natural beauty of the Ranch while learning the value of breath and mindfulness practices and engaging in several team building exercises, including the construction of two labyrinths. For our opening night dinner, Ranch staff prepared pizza in an outdoor wood-fired oven which we enjoyed while seated in the middle of a vineyard. Our staff also formed two cooking teams which twice  took turns preparing a full dinner for each other. All of this ultimately prepared us for an intense and productive session setting Yeske Buie’s firm goals for 2014.

On the afternoon of November 7, we drove back to San Francisco ready to open our doors for the Open House. We were pleased that so many of you were able to join us and enjoy the food, the wine, the fortune teller, and especially the “Live Big” wine glasses!

Below are pictures we took throughout both events.

Mountain Vineyard Vineyard Dinner
Making Pizza Lake
Anvil Anvil Lawn with Sun
Living Room Living Room 2
The Brand LR The Brand
Opposite The Brand Group Outside
Labyrinth Piece of Labryinth
Center of Labryinth Circle of Nature
Team LG, LV, YA, CE The cliff view
Team DN, JM, JH, SB DN and SB
Fire (2) Chef Briede
Dinner One LG Baker Etheredge
CE Hula Dinner One Table 3
Scenery Breakfast
Princess JM Tree Spirit
LG and Princess JH Dinner
LV Dinner Chef Hicks Frying Churros
Dinner Two Group Shot
The Shiva Who Didn't Get The Shiva
Dave caught a frog Fire
Team minus E and D Power Pose
String Web Checkout
Open House Food Open House Bartender
YB Glass Four Wines Email Large
Open House Tickets Open House Flowers (2)
Tarot Reader WEB Open House - Laurens
Open House - JH Open House - Brand and YA
Open House - CE and SB Open House - Ladies on the Sofa
WEDDJ Group Photo WEB

Yeske Buie Open House in San Francisco – Wine Tasting

Firm News & Eventson October 30th, 2013No Comments
Join the Yeske Buie Team from both offices for our Open House in San Francisco on Thursday, Nov. 7th from 4:30-6:30 p.m. PT. Wine tasting, a YeBu souvenir, St. John’s catering, a fortune teller, and an art exhibit will all be part of the fun at the Mills Building on 220 Montgomery Street, Suite 900. Send Us Your RSVP!

Elissa and Dave will feature four wines from three of their favorite wineries in the Russian River Valley of Sonoma County - Iron Horse VineyardsMerry Edwards Winery, and DeLoach Vineyards.

Sparkling Wine

2007 Ocean Reserve
“I Am Giving, I Am Sparking, I Am Limited, I Am The Ocean”

       Iron Horse Vineyards WEB
Iron Horse Vineyards

We will be featuring the Iron Horse 2007 Ocean Reserve sparkling wine. This cuvee was created to celebrate the 125th anniversary of National Geographic and $4 from the sale of each bottle will be donated to create marine protected areas and reduce overfishing around the world.

In addition to the Ocean Reserve, we will be featuring Iron Horse’s 2010 UnOaked Chardonnay.
 Joy and Audrey Sterling - Iron HorseRead the article about Iron Horse co-founder Audrey Sterling and her daughter Joy from the San Francisco Chronicle Sunday Edition  EB-DY-etc-w-Joy-Iron-HorseElissa and Dave and friends with Joy Sterling (second from left) of iron Horse Vineyards
Merry Edwards Winery

Merry Edwards Winery

Merry Edwards started brewing beer in her dorm room then eventually went to UC Davis and became one of the first women to get a graduate degree in oenology and work in what was then a male-dominated field.

While seeking her first winemaking position, Merry encountered gender discrimination time and again.  Supported by her mentor, Dr. Maynard Amerine, she stayed the course, pursuing a career as a winemaker, rejecting positions as a laboratory technician, the traditional role of women in the science of winemaking at that time.  Merry’s perseverance precipitated changes in hiring policies, paving the way for future generations of women to take charge in the cellar.

In many ways, Merry Edwards is like her wines — complex, balanced and memorable. An intricate blend of artistic vision, scientific training, spirit and grace, she leaves a lasting impression.

We will be featuring Merry’s 2011 Pinot Noir.

2011 Pinot Noir

2011 Pinot Noir

Zinfandel

2009 Zinfandel

DeLoach Vineyards RS CR

DeLoach Vineyards

San Francisco firefighter Cecil DeLoach spearheaded Pinot Noir wine growing in the Russian River Valley in the early 1970s. After the Boisset Family from Burgundy, France assumed ownership in the early 2000s, they have since enhanced the health of the land and the quality of the wine by incorporating eco-friendly farming practices through Biodynamic winemaking.

[W]e are as attentive to the other aspects of our property and the community as we are to our vines. We maintain and encourage biodiversity on the winery estate with chickens, a thriving bee hive, and a diverse vegetable and herb garden that includes the medicinal plants we use in the compost preparations such as yarrow, chamomile and dandelion. In the holistic spirit of biodynamics, we will also continue to cultivate a sense of community with our neighbors, growers, and natural surroundings.

We will be featuring DeLoach’s 2009 Forgotten Vines Zinfandel. Their Zinfandel was recently recommended in Wine Enthusiast Magazine‘s September 2013 feature, “Insider’s Guide to Zinfandel.”






YeBu Souvenir

We will have stemless wine glasses with the Yeske Buie logo and Live Big® motto for attendees to take home after the event!
YB Glass





YB – Live Big®

Yeske Buie Open House in San Francisco

Firm News & Eventson October 30th, 2013No Comments
Join the Yeske Buie Team from both offices for our Open House in San Francisco on Thursday, Nov. 7th from 4:30-6:30 p.m. PT.

Wine tasting, a YeBu souvenir, St. John’s catering, a fortune teller, and an art exhibit will all be part of the fun at the Mills Building on 220 Montgomery Street, Suite 900.
Send Us Your RSVP!

                      Four Wines Email Large                      YB Glass
Wine Tasting and a YeBu Souvenir

Elissa and Dave will feature four wines from three of their favorite wineries in the Russian River Valley of Sonoma County – Iron Horse Vineyards, Merry Edwards Winery, and DeLoach Vineyards. Learn more about each of the wines.

We will have stemless wine glasses with the Yeske Buie logo and Live Big® motto for attendees to take home after the event!

Salmon Canapes WEB
St. John’s Catering

  • Warm Dungeness Crab Fondue with San Francisco Sour Dough Wedges
  • Chicken Satay (Thai Pumpkin Curry)
  • Caprice Sticks
  • Crudite Platter with Hummus and Creamy Garden Dip
  • Assortment of Canapes (Smoked Salmon, Roasted Turkey, Cheeses, Vegetarian)
  • Assortment of Dessert Bites

The bartender will be serving soft drinks in addition to the wine that will be available at the tasting.

              Queen of Cups Tarot and Tea WEB                  transmit 12214616
Fortune Teller

While we lack a functioning crystal ball or other means for predicting the direction of the markets (and, of course, we don’t believe anyone else possesses such means either), there are realms beyond the reach of scientific knowledge where anything might be possible.

Come to the Yeske Buie client event and meet the Queen of Cups Tarot and Tea, who promises a “powerful tool that offers insight and guidance for individual life circumstances.”

Long Bill WEB

Mark Wagner
‘Fluctuation’

Art Exhibit - Currencies - Aerosyn-Lex Mestrovich WEB

Aerosyn-Lex Mestrovich
‘Yes We Can’

Art Exhibit - Market Scroll WEB

Mike Rollins ‘None Of Us Is As Smart As All Of Us’

Art Exhibit - Made of Money
The Collection of Louise and Davis Riemer

Come early to view the art exhibit Made of Money: The Collection of Louise and Davis Riemer in the Mills Building lobby. The exhibition features over 60 artworks that are either made of, or about money.

As Louise and Davis continue to build their collection, they seek out artwork, “…that contributes to the dialogue between the hand-crafted object itself and the means that are used to acquire it.”

Stacey Lee Webber The Craftsmen Series Made From U.S. Coins

Stacey Lee Webber
‘The Craftsmen Series’
Made From U.S. Coins

Robin Clark'Tree'Piece Assembled From 400 $1 Bills

Robin Clark ‘Tree’
Piece Assembled From 400 $1 Bills

Stacy Lee Webber 'Ladder' Made From U.S. Pennies

Stacy Lee Webber
‘Ladder’
Made From U.S. Pennies

Elissa Awarded Financial Planning Profession’s Highest Honor

Firm News & Eventson October 24th, 20134 Comments
Elissa and Paul WEB

P. Kemp Fain Jr.’s son presents the award to Elissa Buie

ORLANDO, FL, Oct. 20, 2013 – The Financial Planning Association (FPA®) awarded the profession’s equivalent of a lifetime achievement award, the P. Kemp Fain Jr. award, to Elissa Buie, CFP®, CEO of Yeske Buie.

“The award recognizes an individual who has made outstanding contributions to the financial planning profession in the areas of service to society, academia, government and professional activities, and upholds FPA’s Core Values: competence, integrity, relationships and stewardship,” according to the FPA announcement.

At the award presentation ceremony in Orlando, Florida, Buie was lauded for her significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, of which she is a past-chair. Her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching were also highlighted, as were her contributions to society and the profession through her work at the Foundation for Financial Planning.

Buie is currently the chair of the non-profit Foundation for Financial Planning, the only organization solely focused on supporting the delivery of pro bono financial planning advice. Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need.

She has contributed regularly to the profession through her articles and publications. Her article, “To Feel . . . Like a CFP,” was published in July 2000 in The Journal of Financial Planning (JFP). Together with husband and co-owner of Yeske Buie, Dr. Dave Yeske, CFP, they co-authored, “Policy-Based Financial Planning Provides Touchstone in a Turbulent World,” which was published in the July 2006 issue of the JFP. Their most recent collaboration, “Evidence-Based Financial Planning: To Learn . . . Like a CFP,” appeared in the November 2011 issue of the JFP.

Buie contributed 17 chapters to the CFP Board’s “Financial Planning Competency Handbook,” published April 1, 2013 by John Wiley & Sons. She was part of a select writing team that produced this first-of-its-kind comprehensive guide to financial planning. She also co-authored a chapter on Policy-Based Financial Planning that will appear in “Investor Behavior: The Psychology of Financial Planning and Investing,” to be published by Wiley Finance February 10, 2014.

Buie is dedicated to the growth and development of future financial planners. Her work as a Dean of the FPA Residency program has helped hundreds of new advisors learn to better understand the goals and values of their clients and to develop financial planning recommendations that are better matched to those goals and values. She is also a professor in Golden Gate University’s Ageno School of Business, where she co-teaches the capstone Cases in Financial Planning course, where students learn how to develop and present comprehensive financial plans.

The P. Kemp Fain, Jr. Award’s namesake 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,” in which he argued that financial planning’s emergence as a true profession required a commitment to a single mark of competence and ethics, the CFP mark.

Buie earned an MBA from The University of Maryland and a B.S. in Commerce from the University of Virginia. She has been practicing financial planning since 1983 and is CEO of Yeske Buie, a financial planning firm with offices in Vienna, Virginia and San Francisco, California.

P Kemp Fain Jr team on stage

The Yeske Buie Team on stage with Elissa, including youngest daughter Alisson (far right)

Ross Richardson’s appreciation in the Journal of Financial Planning 

Summar and Will’s Wedding – Professional Photos Are In!

Firm News & Eventson August 1st, 2013No Comments
The happy couple is currently enjoying their honeymoon in Hawaii, but just before they left, they received the professional photos from their wedding and reception. Take a look at their wonderful celebration.

Sunset Crest Manor

Sunset Crest Manor

Wedding rings

Wedding rings

Summar and her bridesmaids

Summar and her bridesmaids

Will Briede

Will Briede

Will and his groomsmen

Will and his groomsmen

Summar and her mother

Summar and her mother

Kisses

Kisses

Waiting for the bride

Waiting for the bride

Walking down the aisle

Walking down the aisle

8550209_0241 C 8550209_0242 C

The ceremony

The ceremony

You may kiss the bride...

You may kiss the bride…

Officially Mr. and Mrs.

Officially Mr. and Mrs.

The newlyweds with their parents

The newlyweds with their parents

The Yeske Buie Team

Jen H, Jennifer M, Yusuf, Lauren V, Summar, Will, Elissa, Dave, Cristin, Lauren G

How they handled their first argument

How they handled their first argument

The happy couple

The happy couple

8550209_0444 C 8550209_0465 C
8550209_0472 C 8550209_0476 C
8550209_0557 C 8550209_0511 C
8550209_0514 C

Reception venue

Reception venue

Lightsaber duel

How they handled their second argument

First dance

First dance

Out on the dance floor

Out on the dance floor

Yusuf attempting to dance

Yusuf “dancing”

A perfect celebration!

A perfect celebration!

Wine Country Half Marathon: Dave Survives 13 Miles in the Virginia Sun

Firm News & Eventson July 11th, 2013No Comments

Early last month, Dave walked the Virginia Wine Country Half Marathon, as did daughter Lauren and a handful of other relatives, including: Jillian, Karen, Melissa, and Tony. All of the group but Dave can be counted as accomplished athletes who would normally run the half marathon. Niece Jillian and her fiance Karen, however, chose to walk the entire course with Dave, noting, “13 miles is a long way to walk alone.” Indeed it is and Dave was very grateful for their company!

 Wine Country Poster

The goal

The goal

The walk begins

The walk begins

Karen being silly

Karen being silly

Dave faking it

Dave faking it

The reality

The reality

The finish line beckons!

The finish line beckons!

We made it!

We made it!

By the end of the race, marathon officials had determined that Dave was the only one of the 2,100 participants who covered the entire 13.1 miles wearing blue jeans.  Perhaps a Levi’s endorsement is in the offing . . .


“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