Yusuf Abugideiri Named Co-Chair of the Recent Alumni Board of the Pamplin College of Business

Firm News & Events, YeBu in the Mediaon June 23rd, 2015No Comments

Yusuf AbugideiriVIENNA, Va, June 23, 2015 /PRNewswire/ — The Pamplin College of Business at Virginia Tech, ranked in the top 10% of accredited business schools, has named Yusuf Abugideiri, CFP® as co-chair of its inaugural Recent Alumni Board effective June 22, 2015. The Recent Alumni Board of the Pamplin Colelge of Business is a diverse group of young professionals whose work is aimed at advancing the present and future community of Pamplin College. The Board is composed of twenty-five professionals who have graduated from the Pamplin College in the last two to ten years with careers as CEOs, entrepreneurs, managers, and consultants. Members hail from companies across the country including NBC Universal, BB&T, IBM, General Electric, and Boeing. Potential candidates for the board were nominated by staff within the Pamplin College; the Pamplin Advisory Council then selected candidates for the Board based on the candidates’ leadership roles, engagement with the college, professional goals, and community involvement. Only one-third of the nominees were named to the Board.

Yusuf will serve a three year term as co-chair with the Board and will have responsibilities including supporting current students in finding post-undergraduate careers, developing and strengthening relationships with recent alumni, and advocating for the Pamplin College to increase awareness with employers and potential students. He will do this by participating in speaking engagements in various business courses at Virginia Tech and by designing initiatives to be launched in the coming months as the Board devises a plan of action for the coming years.

Yusuf graduated in 2009 after earning a Bachelor’s of Science in Finance from Virginia Tech’s CFP® Certification Education Track, a CFP® Board-Registered Program. Yusuf has been invited back as an alumnus to speak at Virginia Tech on several occasions: he has talked to prospective students at Hokie Focus, to accepted students at Orientation, and to incoming freshmen at Hokie Camp. He has also been a guest speaker in several financial planning courses and information sessions where he meets with students to answer questions and provide advice on effectively using their time in college as a launching point for their careers. “I am most looking forward to being able to give back in a bigger way to the university that gave me so much,” said Yusuf Abugideiri, CFP®. “So much of my success can be attributed to people seeking me out, giving me advice, and being a mentor to me and for that I am very grateful. Now, I want to be that person for someone, or ten people, or one hundred people and being on the Recent Alumni Board gives me the platform to do that.”

Yusuf has been a Financial Planner at Yeske Buie for six years and is a member of the Financial Planning Association® (FPA®). He served on the Financial Planning Day and Career Day committees through FPA’s National Capital Area chapter and is a member of FPA’s NexGen community. He is also a graduate of FPA’s Residency Program. Yusuf is currently pursuing a Master of Arts in Economics at George Mason University. In addition to his visits to Virginia Tech, he also makes regular visits to The Washington Center to speak about financial planning and assist students with their career development.

Learn more about Yusuf and Yeske Buie at www.YeBu.com.

 

SOURCE: Yeske Buie

Yeske Buie Named to 2015 Financial Times 300 Top Registered Investment Advisers

Firm News & Events, YeBu in the Mediaon June 18th, 2015No Comments

FT_400_Advisers_Logo_2015VIENNA, Va., June 18, 2015 /PRNewswire/ — Yeske Buie is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers list, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.

This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded according to six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records.

The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014.

The FT 300 is one in a series of rankings of top advisers that the FT developed in partnership with Ignites Research: the FT 401 (DC retirement plan advisers); the FT 400 (financial advisers from traditional broker-dealer firms); and the FT 100 (women financial advisers). Elissa was named to the inaugural FT Top 100 Women Financial Advisers list in November, 2014. In compiling this list, FT set out to identify the 100 best women financial advisers in the U.S. The guiding principle was to assess advisers from the perspective of current and prospective investors.

About Yeske Buie: Yeske Buie is a wealth management firm providing financial planning and asset management to over 200 clients around the world. Yeske Buie helps individuals and families achieve their vision for their lives by harnessing the transformative power of financial planning. We develop creative strategies that are executed with the grounded wisdom that comes from taking an evidence-based approach to everything we do. We are known nationally for our volunteer service and our Principals’ writing and presentations on topics such as Evidence-Based Financial Planning, Policy-Based Financial Planning and Financial Planning Strategy Modes. We are also guided by our unique Live Big® philosophy, through which we help clients harness their material resources in service to what matters most to them.  Live Big® – It’s about the size of your life, not the size of your wallet®.

FT 300 Disclosure: The 2015 Financial Times 300 Top Registered Investment Advisers is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

SOURCE Yeske Buie

Give Big: Yeske Buie East Coast Helps Prepare Food for Others

Firm News & Eventson June 4th, 2015No Comments

Last week, our team members in the east coast office volunteered with a local group, Food for Others. Their mission is simple – to distribute free food to our neighbors in need – but their impact is beyond impressive. Food for Others serves 400-600 families every day Monday through Friday in the Northern Virginia area. In 2014, they distributed over 2.2 million pounds of free food with a donation value of $3,718,000. They distribute the free food through both warehouse services and neighborhood sites – the only question asked is, “How many people will be sharing this food?”

Our team contributed to the mission by packaging grocery bags and boxed goods for distribution to people in need in Northern Virginia. While the team has participated with a variety of impactful organizations, Yusuf noted that this was his favorite Give Big activity and Lauren G. said “There is something very humbling and powerful about helping the hungry in our own back yard. I want to get more involved with them!”

The team plans to volunteer with Food for Others again and the organization provides lots of opportunities to do so. In addition to the warehouse volunteering, Food for Others has an inspirational Power Pack Program which was created to provide elementary-school children with a food pack for the weekend. The packs contain breakfast, lunch, dinner, snack, and drink items and are given to students at high risk of food insecurity on the weekends to ensure they have more nutrition and less worry about where their next meal will come from. The team plans to participate in this program in the coming months so stay tuned to our Digest to see how we work to make a difference in our community.

 

Group Pic 2

Yusuf, Cristin, Lauren V, Lauren G, and Victoria at Food for Others.

We Filled This Crate in an Hour

Our team filled this cage with grocery bags in less than an hour!

LV & CE 1

Lauren V and Cristin packaging grocery bags.

VH Working

Victoria started the assembly line by preparing the double bags.

Team at Work

Lauren G and Yusuf near the end of the assembly line, placing the bags in the cage.

YA Working 1

Yusuf finishes the bags and they are ready for distribution.

Our Hard Work!

The team filled three cages and hundreds of bags for distribution to local families in need.

Food for Others

Much of the food donated to Food for Others comes from local grocery stores who planned to throw away the food.

 

Where in the World is the Live Big Glass?

Firm News & Eventson May 21st, 20152 Comments

WWLBG - COMPRESSEDIf you have recently had a meeting in either of our offices or attended one of our Open House events, you’ve seen that we enjoy using and giving away our customized Live Big glasses.  Beginning in June, we will be introducing our “Where in the World is the Live Big Glass?” campaign to show off the Live Big glass from anywhere in the world! If you have a Live Big glass, feel free to email a picture of you enjoying a drink from your glass to Lauren@YeBu.com to join the campaign. If you do not have a glass, you may also email Lauren@YeBu.com and we will happily send you a glass so you can participate. Crowd favorites will receive a gift so be sure to stay tuned to TheLiveBigWay® Digest for the start of the campaign.

We are very excited to have received several pictures of individuals enjoying their Live Big glasses in preparation for the campaign. Here we share a few examples of the Yeske Buie team enjoying a drink from their Live Big glass. We look forward to receiving many more pictures as you Live Big with your glass in hand.

AC from Cranston, RI

Submitted by our Spring 2015 intern, Anthony. He is enjoying his Live Big glass at his home in Cranston, Rhode Island.

Flowers in Live Big Glass

Submitted by Lauren Grove, Financial Planner in our Virginia office. She is using her Live Big glass as a vase to bring some color into our office.

JH Glass 1

Submitted by Jen Hicks, Financial Planner in our San Francisco office. Jen used her glass at breakfast during her last ski weekend in Tahoe.

 

Russell Kroeger is Yeske Buie’s Newest CFP®

Firm News & Eventson May 7th, 2015No Comments

CFP logo_2Yeske Buie is proud to announce that Russell Kroeger, Financial Planning Resident in our San Francisco office, officially became a CERTIFIED FINANCIAL PLANNERTM professional on Tuesday, May 5th. When Russell joined the Yeske Buie team in January of this year, we asked him “How did you become interested in Financial Planning?”. He excitedly responded, “I’ve wanted to do this since I can remember!” After receiving the news, we asked Russell what three words he would use to describe how it felt to have earned the CFP® certification:

When I received word from the CFP Board there was definitely a rush of excitement (an achievement I will certainly celebrate); but my outlook was refined by a mentor’s challenge for a renewed focus on “why” I am pursuing the profession, and to use those feelings and emotions to drive future progress. I’m not sure 3 will do it justice, but I undoubtedly feel:

  • Honored – It’s a blessing to be part of something bigger than myself, especially a calling that is directly in line with my values and worldviews.
  • Encouraged – While learning and development is an ongoing process, I’m grateful to be that much more prepared to effectively inspire and enable others to do what inspires them.
  • Thankful – I’ve been incredibly blessed by opportunities and mentorships that have afforded me the reality of becoming a CFP® professional – a milestone to which the majority of last 6 years of my life have been dedicated.

With Russell’s certification, Yeske Buie now has six CERTIFIED FINANCIAL PLANNERTM professionals on staff. To celebrate his accomplishment, the entire Yeske Buie team held a cross-coast toast to congratulate Russell. Pictured below is a screen shot of our toast with the Virginia office on the left and the San Francisco office on the right. Yeske Buie uses web conferencing software on a daily basis to have meetings with each other as well as meetings with our Clients. The software allows us to bridge the 2,400 mile gap between the two offices and create an environment that feels, as Dave likes to say, “like we are one office with a really long hallway”.

YeBu Celebrates RK's CFP

Standing from left to right: Victoria, Cristin, Yusuf, Lauren G., Lauren V., Dave, Elissa, Russell, Sabina, Dorothy, and Jen

To obtain the CFP® certification, a planner must have satisfied the CFP Board’s “Four Es” – Education, Examination, Experience, and Ethics. Specifically, candidates must hold a bachelor’s degree and must have completed a CFP Board-approved education program covering 78 financial planning topics. After the education requirement is complete, candidates sit for a 10-hour exam administered over the course of two days. After the examination requirement is complete, candidates must then accumulate three years of full-time practice experience (two years if under the direct supervision of a CFP® practitioner) and complete an ethics certification, which includes an inquiry into the candidate’s background and agreement to adhere to the CFP Board’s Code of Ethics. To maintain certification, a CFP® professional is required to complete at least 30 hours of “Continuing Education” credits every two years.

CFP® licensees are held to a fiduciary standard, which requires them to act in utmost good faith in a manner that is in the best interest of their clients. Over its now 40-year history, the CERTIFIED FINANCIAL PLANNERTM marks have emerged as the dominant professional standard in the United States and, through the Financial Planning Board of Standards (FPSB), in 22 other countries as well.

Yeske Buie Spring Retreat

Firm News & Eventson April 9th, 2015No Comments

Last week, the Yeske Buie team from both offices gathered at Marriott Ranch in Hume, Virginia for their semi-annual company retreat. While the retreat serves as a great opportunity to step away from the day to day office routine, the team spends each day working on various business related exercises.

This year’s Spring retreat was led, as usual, by business coach and good friend, David Brand, and had two main themes: strengthening our focus on our core goals, vision, and values and honing our ability to “be” the Client. The team worked on various visioning and goal setting exercises, worked on sharpening our collective understanding of Yeske Buie core values and world views, deepened our communication training, and engaged in awareness practices and role playing exercises to develop the skillful means to better see through the eyes of our Clients. Each retreat leaves the team feeling re-energized and better equipped to serve our Clients, and this retreat was no exception.

When the team wasn’t hard at work, we had the opportunity to enjoy the beautiful Spring weather, take a group horseback ride, eat (too much) delicious food, share stories and play games around the fire, and more! The week ended with our Open House in the Virginia office and a group dinner with each other and our loved ones. We hope you enjoy the following pictures from our retreat to Marriott Ranch!

1 Marriott Ranch

Marriott Ranch in Hume, VA

2 View of the Ranch

Typical view at Marriott Ranch

3 JH, RK, DY, EB, JC in living room

Group exercise (not the calorie-burning kind) in the ranch living room

4 Group Brainstorm Work 2

Brainstorm work in the great room

5 DB and mindmap

David Brand leading a mind mapping exercise

6 RK, SS, EB, JH and DN working hard

Group discussing and diagramming our core values

8 Pano Role Playing

Group role playing exercise

9a Group at Dinner

One of our six daily meals together! Sitting (left to right): Cristin, Lauren V., Jen, Yusuf, Russell, Dorothy, Sabina, and Jane. Standing (left to right): Dave, Elissa, Lauren G., and David Brand.

9 Staff at Stables

The team at the stables, ready to ride!

15 LG on her horse

Lauren G. on her horse, Cowboy

10 JH on a horse

Jen and her horse, Tinker

11 CE on a horse

Cristin and her horse, Bentley

DN on a horse

Dorothy and her horse, Huey

14 SS and her horse

Sabina and her horse, Skip

13 DY on a horse

Dave and his horse, Troy

16 RK feeding his horse

Russell feeding his horse, Rusty

EB on her horse

Elissa on her horse, Darcy

LV on her horse

Lauren V. on her horse, Mississippi

 

19 EB and LG at Western Town

Lauren G. and Elissa enjoying the fire at Western Town

 

17 Lunch at Western Town

The group ride led us to Western Town for lunch (on the ride back, the horses suggested a bit less lunch on our part would have been preferable to them)

18 Boys Table at Western Town

The unofficial “boy’s table” at lunch

21 EB, DB, DY, JC at Western Town

Elissa, David Brand, Dave, and David’s wife, Jane, at Western Town

20 VH, CE, JH, LV, DN and JC

Victoria, Cristin, Jen, Lauren V, Dorothy, and Jane after the horseback ride (no riding helmet “hat head” for these lovelies!)

22 Smiling Staff at Western Town Cropped Again

Team photo in Western Town

23 Client Event Food 3

Delicious food from Purple Onion Catering at our Open House

24 Dessert Table

The dessert table at our Open House (yes, the cheesecake stuffed strawberries were back!)

Tuscan Spread

Tuscan spread with roasted vegetables, a variety of cheeses, pesto, hummus, and other delicious dips prepared by Purple Onion Catering

 

Elissa and two of our Clients. PS: Does Elissa’s outfit look familiar? She realized at the event that she wore the same jacket last year!

 

25 LV and Eli at Client Event

Lauren and her fiance, Eli, at the Open House (we all think it’s adorable how they like to dress alike)

26 JH and Maegan

Jen and Yusuf’s wife, Maegan, at dinner after the Open House

27 DY, LG and Daniel at Wildfire

Dave, Lauren G. and her boyfriend, Daniel at dinner

28 Group at Wildfire

What a great looking bunch! Group photo at dinner – OMG, is it time to eat again?

 

Yeske Buie Give Big Volunteer Events

Firm News & Eventson March 26th, 2015No Comments

One of Yeske Buie’s defined core values is our desire to willingly and selflessly share our time, our intellect, and our resources. In the past week, various Yeske Buie team members have volunteered with different foundations as a part of Yeske Buie’s Give Big initiative.

Last Saturday, Jen Hicks, Russell Kroeger, and Victoria Harrell all volunteered with Habitat for Humanity Greater San Francisco at their Park Beautification event at Hilltop Park. The purpose of this project is to rejuvenate the park to make it a center for the neighborhood to enjoy and spend time outside. Before the park has contractors come in a build up the park, they are taking advantage of the volunteered labor to do the clean-up work. Our Yeske Buie team members helped pick up trash, edge the sidewalks, pull the weeds from the mulch, and dig up invasive plants to make room for new, native plants to be planted.

While getting their hands dirty and enjoying the trees and grass over the city is fun, our team members each enjoyed the experience for different reasons:

“My favorite part about cleaning up the park was working alongside Diane, a member of the community who is directly impacted by the work we were doing, and she was a lot of fun with a great personality! Several organizations have come together to renovate and upgrade the park in an effort to build and sustain the community through a clean, safe, engaging, functional place to go that also encourages healthy recreational activities.” – Jen Hicks

“The park we helped rebuild is in the middle of a neighborhood that is beginning to recover from gang activity and other adversity it has been struggling with since the mid-1990s. Having the opportunity to work next to and hear stories from members of the community was a humbling experience. It was encouraging to see the gratitude shared by those directly benefited by the work.” – Russell Kroeger

RK VH and JH at the park

Russell, Jen, and Victoria at the park.

Habitat for Humanity

Learning about the Park Beautification event.

VH RK and JH at Twin Peaks

Victoria, Russell and Jen at Twin Peaks

JH won a hat

Jen enjoying volunteering.

The next day, several team members on the east coast, Cristin Etheredge, Lauren Grove, Lauren Vitt, and Anthony Castaldi volunteered with Lost Dog and Cat Rescue Foundation at one of their Pet Adoption events. The Lost Dog and Cat Rescue Foundation rescues abandoned or displaced dogs and cats from the threat of euthanasia in over-crowded shelters or other at-risk situations and places them for adoption into loving homes. Our volunteers each spent time with several dogs playing with them, learning more about them, and trying to find them a new, forever home. The experience touched each of our team members differently:

“I realized I was helping Lost Dog and Cat Rescue make a difference when I saw multiple dogs going home with their new families – I swear the dogs had smiles on their faces. I also got to tell a few pet owners about Lost Dog and Cat Rescue and their efforts and successes (43 dogs and cats found homes this weekend alone!).” – Lauren Grove

“The smiles on people’s faces as they saw and played with dogs will always resonate with me. It proved to me the time there was not only meaningful to the dogs but helped create joy in the lives of the families.” – Anthony Castaldi

EC Lost Dog Volunteering

Cristin, Anthony, Lauren G. and Lauren V. at the Pet Adoption Event

LG and Ovie

Lauren G. with Ovie

LV and AC with dogs

Anthony and Lauren V. with dogs.

LV with Homero

Lauren V. with her dog, Homero

AC with Bart

Anthony with Bart

LV, LG and AC with Dogs

Lauren G., Lauren V., and Anthony at the Pet Adoption event.

And last night, Sabina Smailhodzic and Dorothy Navales volunteered their time at the San Francisco-Marin Food Bank. Here they are helping to package 2,700 pounds of oatmeal.

image

 

Yeske Buie Spring 2015 Open House in Virginia

Firm News & Eventson March 12th, 2015No Comments
 Featured Wines from Elissa and Dave’s Favorite Wineries
Iron Horse Wedding CuvéeIron Horse Classic Vintage Brut Iron Horse Russian Cuvee Iron Horse Ocean ReserveIron Horse Wedding Cuvée – Iron Horse is best known for this cuvée. Fresh and festive, this bubbly is built for a party!

Iron Horse Russian Cuvée – This cuvée was first produced for the historic Reagan Gorbachev Summit Meetings, ending the Cold War. This is the richest of Iron Horse’s Sparklings and has been served at the White House for five consecutive Presidential Commemorates.

Iron Horse Classic Vintage Brut – The Classic Vintage Brut is a traditional blend of estate Chardonnay and Pinot Noir, aged four plus years en tirage. Perfectly named, it is both classic and vintage in every sense of the word; a sleek and impeccably focused bubbly, that offers a crisp, laser like finish.

Iron Horse Ocean Reserve – This cuvée 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.

Iron Horse UnOaked Chardonnay – With no oak, this Chardonnay stars pure pineapple, orange, green apple, lime, and tropical fruit flavors, brightened with crisp acidity. This wine is a beautiful, pure expression of Green Valley, where Iron Horse is located, in the coolest, foggiest reach of the Russian River Valley.

DeLoach Forgotten Vines Zinfandel – 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. The Forgotten Vines blend is comprised of several exemplary mature vineyards first planted in the late 1800s and early 1900s in the warmer reaches of the region.

Merry Edwards Sauvignon BlacMerry Edwards Russian River Valley Pinot NoirDeLoach Forgotten Vines ZinfandelIron Horse Unoaked Chardonnay (2)Merry Edwards Russian River Valley Pinot Noir – It’s been said that 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. This wine combines grapes from six different vineyards located across the range of Russian River Valley.

Merry Edwards Sauvignon Blanc – In the glass, the wine is mouthwatering, showing off floral notes of jasmine, orange blossoms and lemon verbena. This delicate perfume is complemented by rich citrus tones of lime zest, tangerine and mandarin orange. White peach and ripe pear along with tropical accents of pineapple, lycheé and guava round out the aromatic profile. A hint of minerality, along with a bit of exotic barrel spice — cumin and coriander — add even more intrigue.

SPACE
Yeske Buie Souvenir

Wine GlassWe will have stemless wine glasses with the Yeske Buie logo and Live Big® motto for attendees to take home after the event! If you haven’t picked up a wine glass in the past, be sure to take one home this year as we will soon be promoting a new, interactive feature, “Where in the World is the YeBu Wine Glass?”.

Elite Tarot

Elite TarotBack by popular demand, Eve will make a return to this years’ Client Event to provide tarot card readings!

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 Eve, who will help you 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. 

SPACE

Appetizers and Sweet Treats from Local Company Purple Onion Catering Co.

Purple OnionAfter raving reviews at our last Virginia Open House, we are very excited to have local Vienna catering company, Purple Onion Catering Co., provide a variety of appetizers including favorites from last year as well as new, creative dishes. This year, we will be featuring:

Wave picture– Spicy Pecan Crusted Chicken Skewer with Sweet Georgia Peach Sauce

– Korean Bulgogi Slider

– Mini Jumbo Lump Crab Cakes with Summer Herb Aioli

– Zucchini Vegetable Rolls

– Roasted Tomato and Goat Cheese Crostini

– Sweet Treats including:

Cheesecake Stuffed Strawberries

Mini Chocolate Cream Puffs

Mini Red Velvet Ding Dongs

Caramel Pretzel Sweet Shots

 

Meet the Team: Victoria Harrell

Firm News & Eventson February 26th, 2015No Comments

Victoria HeadshotVictoria Harrell, Client Service Administrator in our Vienna, VA office, is Yeske Buie’s newest team member. With over nineteen years in the financial services industry, Victoria adds a great level of expertise to the team. Additionally, Victoria has a deep understanding of how the markets work and trading rules as she has earned her undergraduate and master’s degrees in Business Administration, has completed all of the course work for the CFP® certification, and holds multiple securities licenses. As Client Service Administrator, Victoria maintains the Client Private Pages®, places trades, and helps with paperwork and Client requests. In this edition of Meet the Team, we learn more about what Victoria hopes to accomplish at Yeske Buie and what she enjoys doing in her free time.

How did you become interested in working in the financial services industry?

Well, when I moved to Charlotte, I started working for Bank of America as a teller. It was there that I realized I wanted to stay in the financial services industry. As for how I became interested in the investments sector, an opportunity became available after college when Bank of America began expanding their investments group into Washington, DC. I was very interested in this position and was brought on as part of expansion. Here, I earned my Series 7 and have been working in investments ever since.

What are you most looking forward to about working as a Client Service Administrator at Yeske Buie?

I am looking forward to mastering my role and identifying areas within the Client Services role that could be made even better as I bring a fresh set of eyes and my professional experience to the team. From my first few weeks here, I can tell that the firm is always looking for ways to better serve our Clients and I hope to identify workflows within the firm and with our outside vendors to help our Clients get the best service possible.

What do you feel is your greatest strength that you add to the Yeske Buie team?

I feel that my greatest strength that I bring to Yeske Buie is my experience in the financial services industry. I feel that my nineteen years of experience in the business allows me to pick up on things more quickly and shortens my learning curve which therefore allows me to spend less time ramping up and more time serving our Clients.

What is one of your Live Big® goals?

One of my short-term Live Big® goals is to move into a larger home. My dream is to live in the city of Washington, DC in the H Street neighborhood as I love spending time in that area.

If you had 24 hours to do whatever you wanted and money was no concern, where would you be, what would you do?

If I had 24 hours to do whatever I wanted to I would be with my friends traveling to South Africa or the Caribbean. I went to South Africa in 2007 and found that the people were so kind, the history of the area was so rich, and I was fascinated with the culture and the food. While I had traveled internationally to Canada, this was my biggest international trip and I hope to visit there again in the future.

VH

Victoria in South Africa

VH 2

View in South Africa

 

 

Lauren Grove Earns CFP® Certification

Firm News & Eventson February 26th, 2015No Comments

Lauren Grove, Yeske BuieAfter years of hard work and dedication, we are very proud to announce that Lauren Grove, Assistant Financial Planner in our Virginia office, became a CERTIFIED FINANCIAL PLANNERTM professional on Friday, February 6th. After learning that she had officially received the certification, we asked Lauren, “What three words would you use to describe how it feels to have earned the CFP® certification?”

“The three words I would use to describe how it feels to have earned the CFP® certification are: relieved, proud, and excited.

I am relieved because the certification process is intense and lasts multiple years. It begins with the education requirement, which I fulfilled during my time in Virginia Tech’s CFP® Certification Education Track; studying for three to four months for the two-day, ten-hour exam is next; and it is completed by fulfilling a two-year apprenticeship practicing the six steps of the financial planning process, which I have been lucky enough to complete here at Yeske Buie.

I am proud because I dedicated myself to accomplishing all three steps above.  And did it with excitement – I love every day in this profession!

I am excited to continue to learn every day and grow as a member of this Yeske Buie team and the financial planning profession. Becoming a CFP® certificant was one great stepping stone in this pursuit.”

 

LF CFPTo obtain certification, a planner must have satisfied the CFP Board’s “Four Es” – Education, Examination, Experience, and Ethics. Specifically, candidates must hold a bachelor’s degree and must have completed a CFP Board-approved education program covering 78 financial planning topics. After the education requirement is complete, candidates sit for a 10-hour exam administered over the course of two days. As you may recall, we sat down with Lauren days before she took her exam to learn more about her diligent study schedule and announced in late August that she had passed her exam. After the examination requirement is complete, candidates must then accumulate three years of full-time practice experience (two years if under the direct supervision of a CFP® practitioner) and complete an ethics certification, which includes an inquiry into the candidate’s background and agreement to adhere to the CFP Board’s Code of Ethics. To maintain certification, a CFP® professional is required to complete at least 30 hours of “Continuing Education” credits every two years.

 

CFP® licensees are held to a fiduciary standard, which requires them to act in utmost good faith in a manner that is in the best interest of their clients. Over its now 40-year history, the CERTIFIED FINANCIAL PLANNERTM marks have emerged as the dominant professional standard in the United States and, through the Financial Planning Board of Standards (FPSB), in 22 other countries as well.


“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