Yeske Buie Retreat: Refining and Aligning

Firm News & Eventson June 14th, 2016No Comments

Last week, the Yeske Buie team from both offices gathered for our semi-annual staff retreat in Hume, Virginia. The team spent the retreat not only enjoying our time together, but also working on communication exercises and ensuring total alignment of personal and professional actions with our values and worldviews.

Last Fall, the team focused on solidifying our worldviews and core beliefs which resulted in the formation of what we call, the BIGs. This year, we worked to sow these BIG ‘seeds’ so that they may continue to grow our culture and guide how we approach our work for our Clients. To do this, we engaged in exercises that involved giving each other endearing appreciation, learning about seven atypical characteristics of exquisite communication, embracing our strong alignments and vulnerably sharing our misalignments with regards to our values, and addressing a plan to correct firm-wide misalignments in the areas of inconsistency, communication, and education.

The deliberate work we completed during the day was balanced out by equally essential leisure time. The team took full advantage of our time together by enjoying many meals, fun games, and playful downtime throughout the week. As always, the week ended with our Open House in the Virginia office which featured delicious food from Purple Onion Catering and beautiful live music. We hope you enjoy the following pictures from our week in rural Virginia.

Yeske Buie Worldviews and Core Beliefs

The BIGs - Updated

1 - The Main House

Our home for the week, beautiful Marriott Ranch.

2 - Alter to honor those who need our thoughts and prayers

Our altar to honor those in need of thoughts & prayers.

3 - Group with Bigs

The group discusses the stories behind our worldviews as we look to identify alignments and misalignments.

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Jen, Victoria, and Yusuf list our behaviors that are in alignment with two of our worldviews.

5 - Enjoying a Meal

Throughout the week, the team fully embraced one of our unofficial values: Eat Big! Here we enjoy one of our delicious daily meals.

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We were fortunate to have perfect weather throughout the week and enjoy time together on the ranch porch.

7 - Group Playing Blockus

After a full day of training and exercises, the group engages in friendly competition over a game of Blockus.

8 - VH, EB, ZB, JH Plaing Game

When the sun set, we took our fun outside playing games, listening to music, and making s’mores around the fire.

10 - Group on Stairs

The entire Yeske Buie team poses for a photo on the manor staircase.

Honoring Ceremony

On the final day of the retreat, we released our thoughts and prayers through a burning ceremony.

11 - EB and DY at Open House

Dave and Elissa at our Open House.

12 - YA and RY

Yusuf and Ryan greet our Open House guests.

13 - JH and LG at Open House

Lauren G. and Jen at our Open House.

14 - LV, LG, CB at Open House

Lauren V., Lauren G., and Camille at our Open House.

Yeske Buie Learns Big at FPA NorCal

Firm News & Eventson June 2nd, 2016No Comments

This week, members of our Financial Planning Team in San Francisco attended the Financial Planning Association’s NorCal Conference. The conference has a national reputation for hosting knowledgeable and inspirational speakers and provides quality networking opportunities for those financial professionals who choose to attend.

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Members of Yeske Buie’s Financial Planning Team pose at the FPA NorCal Conference. From left to right is Camille Bouvet, Russell Kroeger, Sabina Smailhodzic, Dave Yeske, Jennifer Hicks and Cody Daniels.

Among the group of experienced speakers was Dr. Dave Yeske who gave a joint presentation with fellow CFP® Jonathan Guyton titled ‘Human to Analytical Side: Tools to Carry Clients through a Long Retirement’. Dave and Jon shared their thoughts about the challenges and importance of creating robust, resilient retirement portfolios and managing them to meet Clients’ needs over the course of a long retirement.

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Dr. Dave Yeske and Jonathan Guyton present at FPA NorCal 2016.

Including Dave and Jon’s presentation, the conference was home to nearly forty different speaker presentations. Our team members, always eager to Learn Big, attended a wide variety of presentations and have shared their thoughts and learning moments from their experiences. Notably, each of our five conference attendees selected different sessions as their favorites which speaks highly to the diversity and the quality of the conference speakers. Furthermore, most of the insights the team shared can be implemented immediately into their daily lives which is, of course, the ultimate goal of attending a conference of this nature.

Sabina Smailhodzic who will soon be graduating from Yeske Buie’s Financial Planning Resident Program, noted that her favorite presentation was by Kate Holmes titled ‘How to Add Value, Reduce Expenses, and Expand Your Client Base by Adopting Virtual Aspects’. “As someone who aspires to own a virtual financial planning firm,” Sabina said, “I found this presentation very inspiring and informative. I left the presentation with a long list of items to research and add to my knowledge bank.”

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Sabina, Russell, and Jen are ready for the start of a presentation at FPA NorCal.

Cody Daniels found it challenging to select just one presentation as his favorite! One of the quotes that resonated the most with Cody came from Dan Ariely’s keynote presentation titled ‘Advanced Hindsight: The Psychology of Money’. During the presentation, Dan said, “Maybe we need to do a bit more than provide information, and get more into people’s lives.” For Cody, he really “loved how Dan’s presentation went beyond “what” financial planners do, and brilliantly shared the “why”. Cody, and many other attendees, also enjoyed Annette Brinton’s presentation on “Mining the Tax Return for Planning Gems” which, as seen in the picture below, was packed with planners eager to learn.

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The room was full for Annette Brinton’s presentation on mining tax returns.

Jennifer Hicks, who was attending her fifth NorCal Conference, selected ‘Communication and Framework’ presented by Ross Levin as her favorite session. Ross spoke about successful relationships and how financial planners can communicate in a way that builds strong connections. He elaborated on how planners must be willing and able to talk openly, feel deeply, and think clearly in order to succeed. Jen was captivated by the session from the beginning as Ross opened with the following poem in order to set the tone:

May I have the courage today
To live the life that I would love,
To postpone my dream no longer
But do at last what I came here for
And waste my heart on fear no more.

-John O’Donohue “A Morning Offering”

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Jen takes notes as she watches a presentation.

Camille Bouvet found Craig Watanabe session on Cyber Security to be the most interesting breakout session as her learnings can be applied immediately to her personal and professional life. Camille plans to pursue additional research regarding Craig’s suggestion for using password managers as a secure way to keep track of our never-ending number of complex passwords. This research and suggestion aligns perfectly with the work Camille is doing on a project for Yeske Buie focused on our fraud policies.

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Camille watches attentively during a speaker presentation.

Following the conclusion of the two day conference, the FPA NexGen community hosted a reception to connect with engaged and passionate, like-minded individuals to advance the NexGen movement. As Co-Directors of NexGen for the San Francisco FPA Chapter, Yeske Buie’s own Russell Kroeger and Jennifer Hicks coordinated and hosted the reception which proved to be a great success! Russell shared his appreciation for the opportunity to be a part of the NexGen Reception saying, “It’s an amazing opportunity to connect with like-minded young professionals in a collaborative environment where we are all able to learn from and encourage one another. It’s really special to see how invested the profession is in facilitating the development of the next generation of financial planners!”

IMG_0122 SS at reception

Changes to Schwab’s Statement Schedule

Firm News & Eventson June 2nd, 2016No Comments

This August, Schwab will implement a new statement schedule which will change the frequency of statement delivery. Starting with July 2016 statements (which would be received in early August), Schwab will only send monthly statements for accounts with “qualifying activity” in that month; accounts that do not have qualifying activity will receive statements on a quarterly basis. Schwab defines qualifying activity as transactions including deposits, withdrawals, trades settling within the statement month, and stock dividend distributions and re-investments. This change applies to both paper and electronic statements. You will receive a notice similar to the picture below in your May and June account statements informing you of this policy change.

Yeske Buie will continue to post monthly reports to your Client Private Page® where you can access your account balances and performance information. If you have any questions about your Client Private Page, please feel free to contact Victoria Harrell and she will assist you promptly. Additionally, if you would like to continue to receive monthly Schwab statements for accounts without qualifying activity, please contact Victoria@YeBu.com and she will contact our service team to make the request.

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You’re Invited: Yeske Buie Open House in Virginia

Firm News & Eventson May 19th, 2016No Comments
High Quality Open House

Yeske Buie Open House in Our Vienna Office

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Date: Thursday, June 9th 2016
Time: 4:30 – 6:30pm

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Please send your RSVP to Cristin@YeBu.com.

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Appetizers and Sweet Treats from Local Company Purple Onion Catering

The mission of Purple Onion Catering is to always deliver exceptional menus and to make events memorable. Having truly enjoyed their dishes at our previous open house events, we are excited to have Purple Onion Catering prepare hors d’oeuvres and sweet treats for us again this year. This year, we will be featuring:

  • A Tuscan Countryside display of grilled seasonal vegetables, international cheeses, calamata olive tapenade, roasted garlic pesto, and hummus served with ciabatta
  • Mini jumbo lump crabcakes with a key lime aioli
  • Mojito chicken skewer with jalapeno creme fraiche
  • Oregano crusted flank steak cocktail sandwich on a mini croissant with sun-dried tomato aioli
  • Caprese salad bites with a balsamic pipette
  • Vietnamese vegetable spring roll with asian dipping sauce
  • Chocolate mousse, lemon blueberry, and caramel pretzel sweet shots
  • Pina colada macaroons

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Live Music by Rich Barry and Sonya Chung

Rich Barry has dedicated himself to a career of the guitar through extensive education and experiences. His career includes performances in New York, London, Toronto, Baltimore, Dubai, Los Angeles, and at DC’s own Kennedy Center. A true pioneering musical entrepreneur, Rich has also been contracted by Google, USA Today, House of Cards, Martha Stewart, GE and Ted Talks. For our event, Rich will collaborate with violinist Sonya Chung, fellow graduate of The Peabody Institute of Johns Hopkins University. Sonya currently plays for the Richmond Symphony and has performed with members of the Peabody Trio, Brentano, Mendelssohn, and Takacs Quartets. Check out Rich’s website for audio samples and more!

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Live Big Glass Souvenir

WWLBG - COMPRESSEDFor almost a year, we have been collecting a gallery of pictures featuring our Live Big glass from all over the world. The purpose of the campaign is to showcase all the different ways our Clients, family, and friends Live Big in both grand and simple ways. Currently, the glass has traveled to 18 different states and 8 different countries. We will have Live Big glasses on hand for attendees to take home after the event.TY

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Featured Wines from Elissa and Dave’s Favorite Wineries

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Iron Horse Wedding CuvéeIron Horse Classic Vintage BrutIron Horse Russian Cuvee Iron 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 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 Coopersmith Pinot Noir – Rich, mouthwatering and enticing, this dramatic Pinot captivates us with its intense dark cherry, brambleberry, blueberry and cocoa powder, the signature aroma of a traditional coopersmith. This opening flourish is followed by starlike bursts of sarsparilla, hoisin sauce, cognac, violets and figs.

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.

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FPA Retreat: The Art of Storytelling

Firm News & Eventson May 5th, 2016No Comments

Last week, five members of Yeske Buie’s Financial Planning Team attended and presented at the Financial Planning Association’s annual retreat. The theme of this year’s retreat was built around Advancing the Art and Science of Financial Planning through Storytelling. Yeske Buie shared stories focused on three different areas of expertise: Dave presented “How to Read and Apply Research-Based Writing”, Elissa and Yusuf presented on “The Financial Planning Resident Program”, and Dave, Lauren Grove, and Jen lead the Peer-to-Peer session titled “What We Do When We Do Financial Planning”.

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While Elissa and Dave attend the retreat nearly every year, this was Yusuf’s second time at the retreat and the first time for Lauren, and Jen. As Jen reflected on her experience as a presenter, she said, “Presenting at FPA retreat was unlike anything I could’ve imagined. As someone who once forgot her name when handed a microphone, I was incredibly nervous to be standing in front of a packed room of intelligent financial planners. However, I was comforted and very thankful to have the support of Dave and Lauren. Once the presentation got rolling, the nerves disappeared and the excitement kept building.”

Lauren Grove shared Jen’s sentiments of nervousness for the presentation, stating, “While it may have been a lot of pressure to stand up in front of (and with) some of the pioneers of this profession, I was honored to share insight into how we support our Clients during retirement at Yeske Buie.” Lauren also shared her thoughts regarding Yeske Buie’s continued support of the Financial Planning Association and young planners; “Yeske Buie’s involvement with the Financial Planning Association and support of our planners’ attendance at many FPA events is vital to our advancement. We are able to network with those in the profession, learn from others and from the education sessions, and share our expertise. I am so thankful for the opportunity.”

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Further emphasizing the support of growth for young planners and the profession, Yusuf described his experience as such: “Being a presenter at this year’s retreat was one of the highlights of my career to this point. Presenting on a topic that is a relatively new idea in our profession to your peers is a fulfilling experience, and we received great feedback. Sharing our experience will help other firms install programs like ours more efficiently and effectively, and it feels good to know that we’re contributing to the advancement of the profession in such a meaningful way.”

In addition to speaking, our team members attended many other intriguing sessions, learning from the stories shared by an array of well-respected financial planners. Lauren, Jen and Yusuf each identified their favorite session of the retreat and shared a summary of their insights and learning below.

“Transform Your Habits: The Science of How to Stick to Good Ones and Break Bad Ones” with James Clear

IMG_0378Lauren’s favorite session was one on transforming habits with James Clear. Not only was James a very engaging and entertaining presenter; the material and learning he provided was phenomenal. The biggest takeaway was that changing or building a habit can seem daunting and overwhelming if you try to do it all at once. But making very tiny changes one at a time can cause exponential change and growth over time. For example, a 1% improvement made five days a week for one year could lead to you being 10 times better at the end of that year! Another interesting tip provided by James was the idea of a keystone habit – “a behavior or routine that naturally pulls the rest of your life in order”. For James, it’s weightlifting; on days when he weightlifts, he is much more likely to make healthy food choices and go to bed early. Lauren thinks one of her keystone habits is working out in the morning – it helps her feel energized for the day and provides her with a clear mind and motivation to get things done! What is one of your keystone habits?

For more information on James Clear and his wonderful work on habit change, visit his website and download this free 49-page document all about Clear’s work on changing habits.

“The Conversation: The Altogether Necessary, Difficult, Surprising, Empowering and Profitable Conversation You MUST Have with Yourself In Order to Truly Thrive!” with Fred Mandell, PhD. EdM

JH Favorite Session“It is hard to pick a ‘favorite’ session because there were so many wonderful options and experiences”, says Jen. Having to pick just one, Jen selected the session titled “The Conversation” presented by Fred Mandell. During this three hour session, the audience was challenged with communicating their life’s Purpose through a variety of mediums: first in words, then through an object that could be cut out of cardboard paper, and lastly through their motions. Not surprisingly, in the room full of exquisite financial planners, there was a lot of love, caring and empathy for others. Lastly the group reflected on 6+ chapters of their lives, and how the Purpose everyone identified has been incorporated and molded through the journey of life. Most notably, the group shared these feelings, emotions, and reflections with other individuals sitting at the table – some of which were complete strangers! Jen felt that it was truly a beautiful experience.

“Story-Based Marketing: The Art of Being Human – Storytelling, Authenticity and Trust” with Shelley A. Lee

Yusuf and the other Yeske Buie team members at the retreat were present for Shelley’s presentation, which focused on sharing stories authentically. Shelley is the Founder and Creative Director of Ashworth-Lee Communications, a marketing firm near Atlanta, GA.

The highlight of the presentation, for Yusuf, was when Shelley challenged the audience to write a six-word memoir. The exercise is meant to force you to tell the most important parts of your story in such a way that the listener understands it while still wanting to hear more. Here are some of the most memorable ones that were shared:

“Met my wife; found my life.”

“Your life, inspired or not. Choose.”

“Dream life. Believe dreams. Live dreams.”

Shelley suggested using this exercise in our work with Clients, noting that these short stories can lead to incredibly valuable sharing and deepen connection. What would your life’s story be in six words?

Sabina Smailhodzic Passed the CFP® Exam

Firm News & Eventson April 21st, 20161 Comment

Smailhodzic_5754Yeske Buie is pleased to share that Sabina Smailhodzic has passed the CFP® Exam. This accomplishment fulfills one of the three requirements to earn the CERTIFIED FINANCIAL PLANNERTM designation. After passing the exam, Sabina said, “I plan on celebrating by packing up my study materials! I am happy I passed and am one step closer to being a CFP® Professional.”

Sabina joined Yeske Buie in August 2014 as our first Financial Planning Resident. As a Financial Planning Resident, Sabina works 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. We implemented the Financial Planning Resident Program to leverage our Financial Planning team and to help contribute to the pipeline of new planners entering the financial planning profession prepared to work with financial planning clients.

Upon her “graduation” from the program, Sabina will have the experience necessary to qualify to be a CFP® Licensee. In addition to passing the exam, each CFP Candidate is required to meet an education requirement and an experience requirement. Sabina will meet all three requirements at the end of the Spring and will then be able to apply for the CFP Board. Congratulations, Sabina!

Elissa Buie Named Top Wealth Advisor by Washingtonian Magazine

Firm News & Events, YeBu in the Mediaon March 24th, 2016No Comments

Elissa Standing ShotVIENNA, Va., March 24, 2016 /PRNewswire/ —Elissa Buie, CFP®, co-founder and CEO of Yeske Buie, has been awarded the title of Top Wealth Advisor by Washingtonian Magazine as part of the magazine’s Top Wealth Advisors listing for 2016. Washingtonian Magazine awards the honor of Top Wealth Advisor to the individual with the most peer-nominations for this already-prestigious recognition. Ms. Buie has appeared on all five of Washingtonian’s previous lists of top wealth advisors. The listing appears in the March issue of Washingtonian Magazine which is now on newsstands.

To compile the listing, Washingtonian Magazine surveys hundreds of financial professionals in the Washington, D.C. area, asking “Who, besides yourself or someone else in your own firm, would you trust with your own money?” In addition to the peer survey, the magazine follows up the recommendations with their own research, interviewing experts and consulting industry organizations and publications. Those named to the list received the most recommendations from all sources. Elissa was one of only fifty-seven fee-only financial planners named.

“Every award and recognition is a genuine honor, but to be recognized by your peers feels particularly rewarding,“ Elissa stated when learning of the 2016 Washingtonian listing.

Elissa has been practicing financial planning for over three decades and has played a pivotal role in the development of the financial planning profession. She is currently Immediate Past Chair of the Foundation for Financial Planning’s Board of Trustees. Elissa is also a past national Chair of the Financial Planning Association (FPA®), the professional association for financial planners.

In 2013, Elissa was awarded the prestigious P. Kemp Fain, Jr. Award, the Financial Planning profession’s equivalent of a lifetime achievement award. She has been named as a top advisor by Worth Magazine and by Bloomberg Wealth Manager and was named to Financial Times Top 100 Women Financial Advisers list in 2014. In 2015, Elissa was listed on InvestmentNews’ inaugural Women to Watch list, a list of 20 top female advisors in the country.

Elissa has published extensively in the Journal of Financial Planning and is a frequent conference presenter on the topics of policy-based financial planning, the discovery process in financial planning, and the role of science in the development of the profession. She has been a conference keynoter throughout the world, including the United States, Japan, the UK, South Africa, and Korea.

Elissa is a Dean in FPA’s Residency Program and holds an appointment as Distinguished Adjunct Professor in Golden Gate University’s Ageno School of Business, where she teaches the capstone course in the school’s graduate financial planning program. She has been quoted in many national media, including The Washington Post, Time, and Business Week, and has made appearances on The Today Show, NBC News, and CNBC. Ms. Buie is a Certified Financial Planner® licensee and holds business degrees from the University of Virginia and the University of Maryland. Learn more about Elissa and Yeske Buie at www.YeBu.com.

SOURCE – Yeske Buie

 

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Emulating Janus’ Essence

Firm News & Eventson January 14th, 2016No Comments

Written By: Lauren Vitt, RP®

At the beginning of a new year, it is not uncommon for companies to participate in visioning exercises to set goals for the next twelve months and to generate hope and excitement to tackle the year ahead. In fact, this practice corresponds well with the month of January which is named after the ancient Roman god Janus, the god of beginnings and transitions. His symbolism as the god of beginnings and transitions is emphasized by his name Janus, originating from the Latin word janua meaning “door”, and by his depiction as a man with two faces, one looking into the past and the other looking to the future.

At Yeske Buie, the team practices visioning exercises regularly throughout the year both as a collective group during our semi-annual staff retreats and individually with annual Vision and Goals meetings between the staff and Elissa and Dave. With our 2016 goals already in the works, we want to take a moment to look back, remember, reflect, and learn from our celebrations in 2015. Yeske Buie’s number one focus is always on our work with and for our Clients. In 2015, we had many recognitions and accomplishments that we think reflect well on our ongoing pursuit of excellence both individually and collectively.

Emulating Janus’ essence, we share a timeline of Yeske Buie’s 2015 Celebrations as an appreciation of 2015 and as an inspiration for 2016 and beyond. We hope you enjoy!

 

2015 Yeske Buie Celebrations(Click on image to enlarge)

 

Yeske Buie Congratulatory Ad Appearing in San Francisco Chronicle

Firm News & Events, YeBu in the Mediaon December 10th, 20152 Comments

As we announced last month, Yeske Buie was selected as the winner of the 2015 Trailblazer IMPACT Award by Charles Schwab & Co. The award honors a firm for its dedication to helping the industry as a whole reach new heights through focused initiatives and the passionate commitment to service excellence.

In honor of our recognition, Schwab will run a congratulatory ad in the December 11th edition of the San Francisco Chronicle. We hope that those in the Bay Area were able to find the ad as they were reading the morning paper. For those who live outside the Bay Area or who missed ad in the paper, we share a reproduction of the ad, a video highlighting our team, and professional pictures from the awards ceremony below. We hope you enjoy!

2015-12-11 SF Chronicle Ad

Yeske Buie on Stage

Jon Beatty, Vice President of Schwab Advisor Services, Dave Yeske, Elissa Buie, and Bernie Clark, Executive Vice President and Head of Schwab Advisor Services at the Schwab IMPACT Awards ceremony.

Elissa and Dave Accept Award

Elissa and Dave happily accepting the 2015 Trailblazer Award.

Yeske Buie Formal Group

The entire Yeske Buie team was in attendance for the prestigious awards ceremony in Boston, MA as we believe it was the efforts by the team as a whole that earned us the recognition.

Meet the Team: Camille Bouvet

Firm News & Eventson December 3rd, 2015No Comments

Camille Bouvet joined the Yeske Buie team this summer as a Financial Planning Resident in our San Francisco office. Camile graduated from Virginia Tech with a degree in Applied Economic Management as part of Virginia Tech’s CFP® Certification Education Track. During her college career, Camille was an active member of Virginia Tech’s Financial Planning Association chapter and served as a vice president her senior year. She also had a variety of internships within the financial planning profession prior to her time at Yeske Buie, working as an advisor services intern at Charles Schwab in Phoenix and as a semester intern at Verity Asset Management in Blacksburg, VA. Camille recently sat for the CFP® Exam and as a result of her hard work and dedicated months of studying, passed the exam this November! With the exam behind her, Camille is looking forward to having more time for running and cycling and to explore the range of climates and landscapes in California. In this edition of Meet the Team, we learn more about Camille’s professional and personal life interests and goals.

What area of Financial Planning do you find the most intriguing and why?

Camille GraduationThis is hard to answer as I’ve come to find that I don’t have one favorite area of Financial Planning but rather a favorite act of Financial Planning. I love being able to take detailed, scattered information and analyze it with an emphasis on the Clients’ goals, ultimately allowing us to deliver a clear set of answers that explore trade-offs. I find this practice to be the most rewarding because it truly makes a difference for the Clients’ and opens the door to future planning opportunities towards their goals. I think the area of Retirement Planning best reflects this process. Clients are invited to provide us with their stack of financial information, no matter how high that may be, and are willing to share their Live Big® goals with us. This puts the planner in a unique position to create ongoing deliverables that address the current needs and open the door to future planning opportunities. We help them envision the retirement they desire and explore the actions they need to take to pursue this vision. This type of work allows me to help people make important decisions, verifying that I’m making a difference in someone’s life.

What unique skills and abilities do you feel you bring to Yeske Buie?

Camille on Day 1 at YeBu

As another millennial joining Yeske Buie, I’m helping to build the wonderful and growing team of millennials we currently have. I think my perspective as a millennial is something that is in demand within a profession that has a rather large age gap. One of the unique traits I hope to apply during my time at Yeske Buie is my passion for working with other millennials, especially when it comes to what we like to call “financial hygiene,” which is a term we use to encourage healthy financial habits early on. For example, multiple friends and family members have asked me to help them find an appropriate travel rewards card after learning that I succeeded in safely taking advantage of travel rewards programs (which fully covered my flights home for Thanksgiving and Christmas!). I’ve held video conferences with my brother to help him explore credit cards that are appropriate for his needs, and also help him fly home from San Diego during the holidays. Although this isn’t directly work-related, it is a huge help to him and a way for me to hone my skills as a financial planner.

 

What are you most looking forward to during your time as a Financial Planning Resident with Yeske Buie?

Camille RunningNow that I took the CFP® Exam in November and passed (thank goodness!), I can fully look forward to being the most absorbent sponge I can possibly be because I’m at a place that is providing me one of the best learning opportunities as an aspiring financial planner. I’m excited to work with others in an environment that has high standards, values progressive thinking, and provides feedback in pursuit of continually excelling as a firm. I am also appreciative of the opportunities and resources available at Yeske Buie such as networking and conferences. In my time as a Resident, I hope to define the areas of expertise or my “niche” in Financial Planning that will lead the way into the next chapter of my career after my “graduation date.”

 

What does it mean to you to be part of the Yeske Buie team and to be part of one of the first Financial Planning Resident programs in the country?

It feels unique and I’ve come to realize that I am in a special place at a special time. I love the fact that we strive to be trailblazers in all that we do, such as the Residency program. I feel like I have the opportunity to make a difference and get out of this program what I put into it. We have an interesting work environment because while our work is heavily team-based, we also have a culture of self-management which is a perfect balance, in my opinion. It allows me to exercise my ownership mentality while also learning to delegate, manage, and work well with others (and have fun!).

What is one of your Live Big® goals?

Camille in DesertAh, I love this question! Recently, I have developed a goal of doing a world desert tour – I love the desert. I lived in Phoenix last summer and there’s something about it that fascinates me. I’m itching to see more deserts (and acquire an unforgettable appreciation for water). This tour would include the Sahara in Africa, the Gobi in China, the Atacama in Chile, and Antarctica (yes, it’s a desert!). The other cool thing about this tour is that I would get to see four continents while trekking it!


“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