Around the World in 60 Minutes

Economy and Investing, Firm News & Events, Webinarson March 24th, 2017No Comments

The world is in a rare state of flux, with a populist, anti-trade president newly installed in the White House, and populist, anti-EU parties on the rise all across the European continent. Economic conditions in the US and abroad, meanwhile, are showing positive trends, but it’s still to be seen whether the Federal Reserve and European Central Bank can successfully walk the thin line between growth and inflation. Join us for a one hour tour of our changing world on Wednesday, April 19th at 11:00am PT / 2:00pm ET during which we’ll share our analyses and recommendations for weathering whatever may come. During the live webinar, we’ll cover the following topics:

  • Economic conditions in the US and around the world.
  • The economic ramifications of political developments in Europe and Asia.
  • The outlook for the US and international stock markets and implications for your portfolio.
  • Tax and regulatory changes that will impact your finances.

Registration is simple – please click this link and enter your name. We hope you will also share this link with any friend, family, or colleague who may be interested in joining us.

A High Degree of Congratulations

Firm News & Eventson January 11th, 2017No Comments

Yeske Buie is pleased to share that Yusuf Abugideiri, Senior Financial Planner in our Vienna office, has earned his Master’s in Economics from George Mason University.

From the program, Yusuf gained a better understanding of how the economic way of thinking plays out in the decision-making process at the individual level and also developed a further appreciation for the grounded, evidence-based approach Yeske Buie takes in helping our Clients make good financial decisions. Reminiscing on his studies, Yusuf shared, “My favorite classes were the ones that centered on the analysis of the economic way of thinking. We covered concepts like the difference between Type 1 and Type 2 coordination, consumption-smoothing in a two-period model, and opportunity cost in my Microeconomics and Game Theory classes”.

Yusuf with Elissa and Dave after the graduation ceremony.

Yusuf and his proud wife Maegan are all smiles after Yusuf’s graduation.

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After completing his final class, this chapter of Yusuf’s educational journey ended with a wonderful graduation ceremony surrounded by the support of family and friends including Elissa and Dave. Yusuf shared three words to describe the feeling of graduation.

Humility: After spending five years on this journey, I have learned that what I don’t know dwarfs the knowledge I’ve obtained.

Gratitude: I would not have been able to graduate without the support of Dave and Elissa, the rest of the Yeske Buie team, my wife and the rest of my family and friends.

Freedom: I have more control over the information I choose to consume going forward, and I’m excited to put the skills that I sharpened in school to the test.

With his newfound free time post-graduation, Yusuf plans to read a new book each month and share it with someone in his life. He explained, “This plan is meant to serve two purposes: to continue to build on the knowledge I’ve gained, and to create opportunities to connect with people about new ideas.”

Congratulations, Yusuf!

Read posts from Yusuf:

Will the Trump administration be GREAT for your finances?

Economy and Investing, Firm News & Eventson December 15th, 2016No Comments

As Inauguration Day nears, the following questions may be on your mind. What impact will the new administration’s proposals have on the economy and the markets? How will rising interest and inflation rates impact your finances? What will happen to markets outside the US? And what about Social Security and Medicare? We invite you to join us on Wednesday, January 18th at 11:00am PT / 2:00pm ET as Dr. Dave Yeske hosts a free live webinar where you will learn:

  • What actions to take now to build more resilience into your financial affairs.
  • Strategies for dealing with rising interest rates.
  • How to plan for coming changes in the tax and estate laws, and more!

Register for the webinar today using the link below and if you have any friends, family, or colleagues who may find this seminar valuable, please feel free to share the link with them!

Will the Trump Administration be GREAT for your Finances?

The Season of Giving

Firm News & Eventson December 14th, 2016No Comments

Yeske Buie has a worldview to Give Big and everyone on our team embodies Give Big in their own unique capacity – volunteering with charitable organizations, giving back to the Financial Planning profession and more. Inspired by the season of giving, Elissa and Dave generously invited the team to select a handful of toys for donation. The Mills Building, where the San Francisco office is located, hosts an annual toy drive to benefit children in need through the San Francisco Firefighters Toy Program. Each member of the team selected one or two gifts to donate to the toy drive in the hope of bringing a little holiday happiness to local families in need.

The Yeske Buie Team is all smiles as they prepare to drop off toys to the San Francisco Firefighters Toy Program.

The gifts the team selected included a toy cash register, baby dolls, super hero capes, board games, Legos, reading materials and more! Spoken as a true financial planner, Zach Bennedsen selected the toy cash register because “it’s never too early to start learning about personal finance!” Others selected toys with personal, sentimental meaning. Camille Bouvet chose baby dolls because she believes “playing with dolls has a way of bringing out the best character in children and there’s something timeless about the toy.” Beyond the toys themselves, the team agreed that it is the opportunity to give, especially around the holiday season, that brings them joy. Ryan Klemm shared, “The importance of giving during this time of year is to recognize that others may not be as fortunate as you. Having the chance to spread happiness through giving back to others is something that I feel grateful to participate in.” Mila Lavoie echoed Ryan’s sentiments expressing, “I wish I was able to give more over the holidays, but we all do what we can. I feel grateful to Yeske Buie for allowing me to Give Big, beyond what I could do on my own!”

The Mills Building’s Annual Toy Drive Drop Off Tree and Barrel

Give Big: Cristin Volunteers for Local Ethics Day Event

Firm News & Events, Give Bigon December 14th, 2016No Comments

Written By: Cristin Etheredge, RP®

Cristin Etheredge, Operations Manager in our Vienna office, is an active member of The Rotary Club of Vienna and currently serves on the Club Leadership Team. As an active member, Cristin has fully embraced a wide variety of philanthropical events to benefit her local community. Recently, Cristin volunteered at the 18th Annual Ethics Day event with George C. Marshall High School. As a first time volunteer, Cristin said the following of the event: “If you were to ask me what I expected when I stepped foot into the Westin, it would have been apathetic, disengaged teenagers glued to their phones. Instead what I experienced were young adults who wanted to actively listen, articulate their thoughts, synthesize conclusions, and propose potential solutions with one another.” Reflecting on the event, Cristin went on to share, “My favorite part of the day was witnessing the students wanting more details, and more facts about each case they were presented with. Their ability to challenge being given surface details is crucial to successful critical thinking. By spending a day with high school seniors, I was rewarded with a new faith that the generation to follow us will make sound, ethical decisions.”

A full summary of the successful event is shared below.


Vienna, VA:  Today the Rotary Club of Vienna participated in Ethics Day for the 18th consecutive year with George C. Marshall High School held at Westin Hotel in Tyson’s Corner. The event was sponsored by the Vienna Rotary Club, Vienna Optimist Club and the George C. Marshall PTSA.

The entire senior class of Marshall High School was in attendance, participating in four modules to cover different ethical topics: a Mock Trial, the Bad Samaritan, CyberEthics and Designer Babies. Along with the assistance of volunteer moderators and table leaders, the students were led through various real-life scenarios, had an open dialogue and asked to reach decisions on topics that made students think critically about responsibility, accountability and morals.

Senior high school student Sam Hassett explained: “Ethics Day was a very self-reflective experience for me. This event put everything into a real world context instead of the hypothetical examples I’m used to.”

Rotary Club of Vienna Members Tom Kyllo, Matt Brennan, Cristin Etheredge, Joe Cacciapaglia, Scott Butler, AJ Osukie and Michelle Wright after the conclusion of Ethics Day

Sheila Sobczyk began volunteering with Ethics Day with Marshall High school three years ago. Her first year at the end of the day a student expressed to her what he got out of it – “You have to always think about what you are about to do. Your decision could hurt other people.” According to Sheila, “I knew right then and there I wanted to always be part of Ethics Day. It is so important for our young adults as they get ready to move out into the world.

Senior Nisa Hassan also took something away from the day: “Ethics not only relies on your personal morals, but being able to acknowledge the differences that may not always line up with your personal beliefs.”

The Rotary Club is an international organization that was one of the world’s first service organizations. As Rotarians, we are 1.2 million neighbors, friends, and community leaders who come together to create positive, lasting change in our communities and around the world.

Attorney Nathaniel Baldwin, the Honorable Manuel Capsalis and Attorney Mark Nicewicz volunteered their time to present the Mock Trial Module for students

Ethics Day is another activity of the Rotary Club of Vienna to give back to our community in terms of treasure, time and talent. The Rotary Club of Vienna has been the primary financial and staffing entity for the event from its inception through today.

To learn more about the Rotary Club of Vienna, visitors are welcome to join the members at one of our lunch meetings held on Wednesdays 12:00-1:30pm. If you are interested in learning more or to RSVP for a lunch, please contact our Membership Chair, James Cudney, at James@Cudney.org

Details about the club can be found at http://www.viennarotary.org/

Yeske Buie’s Staff Retreat: Storytelling, Visioning, and Focusing

Firm News & Eventson December 1st, 2016No Comments

Just before the Thanksgiving Holiday, the entire Yeske Buie team came together in San Francisco for an inspiring staff 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 exercises related to personal, professional, and company growth. The themes of this year’s retreat included storytelling, focusing on “just one thing”, and visioning for the firm.

The word cloud pictured here summarizes the most common words expressed by the team as they reflected on the staff retreat. The larger the word, the more times it was shared in our reflections.

The word cloud pictured here summarizes the most common words expressed by the team as they reflected on the staff retreat. The larger the word, the more times it was shared in our reflections.

To practice storytelling, the team was challenged to share a personal story related to their favorite quote, as well as a story about Yeske Buie that reflects our values and worldviews. The exercise produced stories that were vulnerable, powerful, and inspiring. Several team members felt that this was the most impactful exercise of the retreat. Camille shared, “I loved our work on story telling!  Not only did it give me the opportunity to sharpen my skills, but it created the space for us to connect and understand each other on a deeper level.” Similarly, Cristin echoed, “I really enjoyed the practicing of our story telling muscles. It is something that translates into all aspects of our lives.”

Following these exercises, the team focused on Gary Keller’s idea of just one thing and how this concept translates into our day-to-day work for our Clients. To begin practicing this idea, the team was asked to identify one thing they could do in their lives that would make everything else easier or unnecessary. Once identified, the team had a discussion to brainstorm how we could think, plan, and do each “thing”. The result for many team members was actionable steps towards changing a behavior that will make their lives easier. After the retreat, Mila shared her excitement in implementing this training stating, “This is not just a tool that I can use to better my productivity within Yeske Buie, but is a tool that I can actually apply to every aspect of life.” Zach also appreciated how, “Our focus on ‘one thing’ training helped us determine the best way to tackle lofty goals, one step at time. We did these exercises for both personal and professional goals, and I think we all left with some new ideas on how to best achieve them.” Also citing this exercise as the most impactful for her, Lauren G. shared how she is acting on her one thing: “It’s amazing how powerful one small change today can be. For example, my ‘Just One Thing’ would be if I could get out of bed at my very first alarm early in the morning. When I do that, I’m extremely more likely to get my workout in, which leads to a day of being alert and paying attention and a day full of healthier choices.”

The final exercises of the retreat focused on visioning short-term and long-term goals at Yeske Buie and 2017 initiatives we can pursue to help the team grow individually and collectively towards these goals. New Financial Planning Resident, Ryan, identified these exercises as his favorite, sharing “My biggest take away is being given the opportunity to have a direct impact on the internal development of Yeske Buie. That is not something you see at other companies and is just another reason why I enjoy working here!” Likewise, Victoria recognized that these exercises give her, “a clearer understanding of Dave and Elissa’s vision for the firm moving forward to the next decade and beyond.”

For others on the team, the most significant takeaways and appreciations for the retreat were “side effects” of the exercises themselves. Lauren M. noted, “My favorite part of the retreat was the team building that occurred as a result of the vulnerability, commitment, enthusiasm, and open-mindedness that every member of the team brought with them to the retreat.” With similar sentiments, Yusuf shared, “While the work to strengthen our team never ends, it was refreshing and encouraging to hear several members of the team appreciating how much they’ve learned from other members, irrespective of seniority or specialization.” Finally, two additional appreciations share how the retreat benefited staff members personally. Russell shared that, “Retreat is always a great opportunity to reorient myself and stay grounded,” while Dorothy said, “This past retreat felt special because of some of the personal challenges that I’ve been experiencing. Being part of the Yeske Buie family really provided a lot of emotional support.”

We hope you  enjoy the following photos from our week together!

The team kicked off the retreat with reflective song, a rejuvenating meditation, and a story telling exercise featuring our favorite quotes.

The team kicked off the retreat with reflective song, a rejuvenating meditation, and a story telling exercise featuring our favorite quotes.

After completing an exercise to determine our personal “One Thing” we could do that would make everything else easier, the team worked to identify “One Thing” we could do internally at Yeske Buie that would make everything else easier. We began this process by participating in a Knowledge Café exercise where we sat one-on-one which nearly every team member to brainstorm our ides.

After completing an exercise to determine our personal “One Thing” we could do that would make everything else easier, the team worked to identify “One Thing” we could do internally at Yeske Buie that would make everything else easier. We began this process by participating in a Knowledge Café exercise where we sat one-on-one which nearly every team member to brainstorm our ides.

The Knowledge Café exercise lead the team to a stimulating discussion about initiatives we can work on next year for overall company and individual development.

The Knowledge Café exercise lead the team to a stimulating discussion about initiatives we can work on next year for overall company and individual development.

To compliment the challenging retreat work, Elissa and Dave generously treated the staff to a delicious dinner and a stunning show…

To complement the challenging retreat work, Elissa and Dave generously treated the staff to a delicious dinner and a stunning show…

The entire team enjoyed a brilliant showing of the award-winning musical The Lion King at the Orpheum Theatre!

The entire team enjoyed a brilliant showing of the award-winning musical The Lion King at the Orpheum Theater!

Following the staff retreat, the team returned to the office for our Client Open House. Pictured here are Camille Bouvet, Russell Kroeger, and Yusuf Abugideiri just before the event began.

Following the staff retreat, the team returned to the office for our Client Open House. Pictured here are Camille Bouvet, Russell Kroeger, and Yusuf Abugideiri just before the event began.

This year’s event included appetizers from Chef Sean Andrade, several of Elissa and Dave’s favorite wines, live music by Bay Area Strings, and a collection of some of our Where in the World is the Live Big Glass? photos. The event was enjoyable for all and was a great way to end a successful staff retreat.

This year’s event included appetizers from Chef Sean Andrade, several of Elissa and Dave’s favorite wines, live music by Bay Area Strings, and a collection of some of our Where in the World is the Live Big Glass? photos. The event was enjoyable for all and was a great way to end a successful staff retreat.

An Accomplishment Deserving Acknowledgment

Firm News & Eventson December 1st, 2016No Comments

Bennedsen_9665Yeske Buie would like to recognize Zachary Bennedsen, Financial Planning Resident in our San Francisco office, for his recent success in passing the CFP® Exam! Zach dedicated hundreds of hours to studying for the exam, beginning his preparation in August and supplementing his book work with an intensive live review course in October. After having some time to reflect on his success, Zach said, “It feels great to have the weight of studying off my shoulders, and I am excited to have reached this milestone”.

This milestone is one of three requirements needed to earn the CERTIFIED FINANCIAL PLANNERTM designation. Zach fulfilled the education requirement this past May when he graduated from Virginia Tech’s CFP® Certification Education Track. With both of these requirements behind him, Zach will be focusing on the final experience requirement where he must obtain two years of supervised professional experience related to the financial planning process. As a Financial Planning Resident, Zach will fulfill this requirement by working directly with Clients, preparing financial plans and reviews and working in all aspects of financial planning from the discovery process through to implementation and ongoing support of Yeske Buie’s Clients’ Live Big® goals. Upon his graduation from our Financial Planning Resident Program, Zach will have the experience necessary to qualify to be a CFP® Licensee. In the meantime, Zach says, “After a quick victory lap, I hope to devote some of my newfound free time to other professional pursuits, as there is always more to learn.”

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

Congratulations, Lauren and Eli!

Firm News & Eventson November 3rd, 2016No Comments

lauren-and-eli-2Lauren Vitt and her high school sweetheart, Eli Mireles, were married on Saturday, October 29th in their hometown of Pittsburgh, Pennsylvania. With family and friends from around the county including several members of the Yeske Buie team, Lauren and Eli enjoyed a beautiful ceremony and a fun-filled reception as they celebrated their first day as husband and wife. The reception was held at the National Aviary in downtown Pittsburgh which meant that in addition to the typical wedding traditions, Lauren and Eli had over 150 species of birds entertaining their guests! We hope you enjoy the following pictures of the joyful newlyweds and their unique, avian guest.

Lauren and Eli walk through a bubble celebration as they're officially announced as husband and wife.

Lauren and Eli walk through a bubble celebration as they’re officially announced as husband and wife.

Lauren, Eli, and their Bridal Party celebrate the marriage in downtown Pittsburgh.

Lauren, Eli, and their Bridal Party celebrate the marriage in downtown Pittsburgh.

Lauren and Eli had an unusual wedding guest - a penguin named Goldie! As Pittsburgh Penguin fans, the couple felt Goldie was the perfect addition.

Lauren and Eli had an unusual wedding guest – a penguin named Goldie! As Pittsburgh Penguin fans, the couple felt Goldie was the perfect addition.

Lauren and Eli enjoy their first dance under the Atrium at the National Aviary.

Lauren and Eli enjoy their first dance under the Atrium at the National Aviary.

Lauren and Eli cut into their delicious cake - while Goldie had already left the party, two penguin cake toppers greeted the couple, instead.

Lauren and Eli cut into their delicious cake – while Goldie had already left the party, two penguin cake toppers greeted the couple, instead.

Lauren and Eli were so grateful to have her Yeske Buie team members celebrate with them.

Lauren and Eli were so grateful to have her Yeske Buie team members celebrate with them.

Everyone at the party, young and old, enjoyed dancing throughout the night.

Everyone at the party, young and old, enjoyed dancing throughout the night.

To her great surprise, Lauren returned to the office to find a wonderfully decorated space; the incredible support of the Yeske Buie team put a huge smile on her face!

To her great surprise, Lauren returned to the office to find a wonderfully decorated space; the incredible support of the Yeske Buie team put a huge smile on her face!

Yeske Buie Fall 2016 Open House in San Francisco

Firm News & Eventson October 19th, 2016No Comments
Yeske Buie Fall 2016 Open House in our San Francisco Office

TYPEDate: Thursday, November 17th

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Please send your RSVP to Cristin@YeBu.com.

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Appetizers and Sweet Treats from Chef Sean

Chef Sean Andrade is the Executive Chef and owner of AWG Private Chefs. Chef Sean and his partner are two of seven Certified Master Chefs in California, and two of 170 Certified Master Chefs in the world! Together, the chefs at AWG have cooked for Fortune 500 executives, heads of state both foreign and domestic, celebrities including Food Network Star Tyler Florence, and their community. Their team of chefs have over 100 years of experience in the industry and are dedicated to providing the highest quality experience for all of their clients. Chef Sean will be preparing the following menu for our Open House event:

  • Ahi Tuna Poke Mini Martinis: Marinated Ahi Tuna, scallions, sesame oil, soy sauce, sweet Maui onion, sesame seeds, sriracha, served in a mini martini glass
  • Mini Crab Louie: Jumbo lump crab, organic seasonal vegetables, tossed in a light vinaigrette
  • Fire Roasted Pepper Humus Cup: Fire roasted red pepper humus, crudite for dipping in hummus
  • Thai Style Chicken Satay: Free range chicken, roasted, drizzled with a spicy peanut sauce
  • Cucumber “Chips” with Herbed Chevre: Organic cucumber tomato, herbed goat cheese, aged balsamic drizzle
  • Vietnamese Shrimp Fresh Rolls: Shrimp, cucumber, red bell pepper, mint, cilantro, rice noodles, wrapped in rice paper, sweet & spicy dipping sauce
  • Salted Caramel Dark Chocolate Cheesecake Bites: Dark chocolate cheesecake, graham cracker crust, drizzled with salted caramel
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Entertainment by Bay Area Strings


musicians-at-client-event-copyJen Mathers, Bay Area Strings manager, is a cellist and pianist who has played in orchestras and chamber music ensembles for over 20 years, including at the Kennedy Center. She is currently principal cellist for Symphony Parassus in San Francisco and the Solano Symphony, and has performed professionally with many other orchestras such as the Napa Valley Symphony, Livermore Valley Opera, Berkely Community Chorus & Orchestra, Viva la Musica, and Bay Area Classical Harmonies. Check out their website for audio samples and more!

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Yeske Buie Souvenir

WWLBG - COMPRESSEDOur Live Big glasses have become quite popular as they continue to travel around the country and around the world as part of our  “Where in the World is the Live Big Glass?” campaign. We have received over fifty photos of individuals living big with the Live Big glass in hand; some have taken the glass to far away lands and some have been enjoying the glass at home highlighting their personal hobbies and interests. At our Open House, we will have the Live Big glasses on hand for attendees to take home which we hope you will use to add to our gallery of those enjoying their glasses.

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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 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.

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Meet the Team: Ryan Klemm

Firm News & Eventson October 19th, 2016No Comments

Klemm_9696Yeske Buie is pleased to have Ryan Klemm join our team as a Financial Planning Resident. Ryan began his three-year residency with us in July, embracing Yeske Buie’s boot camp training first in Virginia and then in San Francisco. Born and raised in the DC Metro area, Ryan is settling in well to our Vienna, Virginia office. Ryan earned an honors B.S. in Finance, cum laude, in Virginia Tech’s CFP® Certification Education Track. He was an active member of Virginia Tech’s FPA® student chapter and spent his final two collegiate summers in financial planning internships where he deepened his understanding of the financial planning profession in preparation for his career. To help you learn more about Ryan, we offer Meet the Team: Ryan Klemm where he shares insights into his time at Yeske Buie thus far and some goals he has as a Financial Planning Resident.

In your role as Financial Planning Resident, how do you assist Yeske Buie’s Clients? What has been your favorite project at Yeske Buie thus far?

As a Financial Planning Resident, I assist the Financial Planning team by catering to any request and needs that arise for our Clients. I also provide any support needed by my fellow Yeske Buie teammates to allow us to provide the best service to our Clients. My favorite project that I have worked on thus far has been tax projections for Clients. It is fun and systematic to create projections based on historical data; it is like piecing together all the different pieces of a puzzle and figuring out how they work together to provide an accurate projection. I find it very interesting.

As a Financial Planning Resident, what impact do you hope to have on our Clients and our work? What unique strengths do you add to the team?

2I hope to leave the impact that, although I am a “temporary” resident, I am fully committed to Yeske Buie’s Clients and staff and I developed meaningful relationships and provided exceptional work. It is my desire to escalate the standard to which future residents will hold themselves. I believe I add a driven work ethic in combination with a creative approach to strategy that allows my outputs to achieve the quality that our Clients deserve.

What do you hope to accomplish during your time as a Yeske Buie Financial Planning Resident?

I want to use my time at Yeske Buie to absorb all that I can from the people within the profession who are held in high regard to allow me to have the tools to provide advice to Clients for both financial and personal needs. I hope that my time allows me to take the skill sets I’ve learned through school and previous experiences to elevate my overall knowledge and application of financial planning. Lastly, I want to continue building upon the Residency Program by adding input and value in ways that will benefit those who come after me.

What Yeske Buie worldview aligns with you most and why?

3I would say the Yeske Buie worldview that aligns with me most currently is, Learn Big. Even with past experiences to lean upon, every day is a new learning opportunity and I try to take advantage of that. I am currently learning about the foundations of Yeske Buie, how to be an exceptional Financial Planning Resident, how to go above and beyond to serve our Clients and how to actually live in the real world. As every new learning opportunity presents itself, a new experience follows and it has allowed me to grow into my role at Yeske Buie as well as my role in my individual life.

What do you enjoy doing when you aren’t working?

I am an avid follower of all DC sport and with every team currently playing, a large portion of my time includes watching and going to their sporting events with friends and family. I thoroughly enjoy being outside and exploring the different areas surrounding me and am constantly traveling to see what is out there through activities such as hiking, boating and camping. I enjoy maintaining a healthy lifestyle and am currently focusing on running race events with my mom. Reading has always been an outside interest of mine and I am in the process of checking off my ever-increasing list of books to read.

What is one of your Live Big goals?1

 I want to see all 7 “new wonders of the world” as well as the Great Pyramid of Giza being the sole remaining “old wonders of the world” and am currently sitting at one! (The colosseum). The existence of this goal will also achieve my goal of increased world travel and exposure to the many cultures in existence across our planet. I find it fascinating to have these structures still in existence and learning about the significance of each one.


“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