Meet the Team: Aviv Florenthal and Taylor Agostino

Firm News & Events, YeBu Millennialon July 30th, 2015No Comments

Aviv and TaylorThis summer, Yeske Buie has hosted two interns in our San Francisco office, Aviv Florenthal and Taylor Agostino from William Paterson University. The pair are majoring in Financial Planning and have had a variety of work experiences prior to their time at Yeske Buie including positions at Charles Schwab’s summer internship program and other financial planning firms on the east coast. At their university, these students are top-notch: Aviv is the president of the school’s Financial Planning Association® Student Chapter and has competed in several financial planning competitions, Taylor was a member of the FPA® Student Chapter and Student Investment Club, and both were inducted into an honors society recognizing the top ten percent of business students attending AACSB accredited schools. While it’s easy to group these interns as a pair, each individual has shown their unique strengths during their internship and have contributed in a variety of ways including revamping our summary templates to include more valuable and pertinent information for our Clients. In this edition of Meet the Team, we learn more about Taylor and Aviv’s internship role at Yeske Buie.

Aviv Florenthal

How do you feel this internship has prepared you for the next steps in your career?

“I think this internship has prepared me for the next step after graduation by giving me a better idea of what to expect as a Financial Planner. This internship has given me a good perspective of what I should be looking for in a financial planning firm as the Yeske Buie values, staff, and culture really resonates with me. Working at Yeske Buie gives me a unique experience that not everyone gets because I’ve seen how a top financial planning firm handles clients and the culture they try to embody and I am very lucky for that. As graduation approaches, I have to start looking for a job and the decision I make going forward will rely heavily on what I’m looking for in a company based on my experiences. The internship has also helped develop me as a professional. I hope to take advantage of the growth I’ve experienced here to spring shot me into my next position so I can be more effective and serve clients better based on how I saw clients being served at Yeske Buie.”

William Paterson Beta Gamma Sigma Induction with Sister

Aviv and his sister at the Beta Gamma Sigma induction.

California View

Aviv enjoying a California view!

What do you feel has been your greatest contribution or proudest moment as an intern thus far?

“My greatest moment so far was a realization of how I could draw on my knowledge from school so far and incorporate it into my internship. This happened when I was doing a calculation for an alternative minimum tax contribution and I experienced a gap between what I know and what I needed to know. This is a topic that a lot of people have trouble understanding and was not something I’ve learned in school so far so when I was working with Sabina it took a lot of initial research to learn how it’s calculated and why it exists. Once I overcame that hurdle, focus on the project became about deciphering information from what I knew about taxes and turning it into data that could be used for planning purposes. It was fascinating to work with someone and have guidance while struggling through a difficult topic and know that I can take advantage of outside resources to bring value and to expand the realm of my knowledge. I enjoy learning new things and every time you learn something new in financial planning, a light bulb goes off and suddenly everything relates and becomes applicable. It’s exciting to see the application and how it can benefit people.”

Seattle FPA Competition Team

Aviv and his team at the Seattle FPA Competition.

Taylor Agostino

What do you hope to accomplish during the rest of your time with Yeske Buie?

“I hope to learn more about the profession, and gain more insight as to how Yeske Buie provides excellence to their clients. I have been given so many opportunities for growth, and I continue to be a sponge and soak it all in. With the national reputation and merit Yeske Buie has, I feel I am truly learning from the best of the best in this industry. What I hope to accomplish before I leave, would be to become more familiar and exposed to the client/planner interaction and relationship. When sitting in on client meetings, you see real people with real issues, and to witness the gratifying outcome Dave and Elissa provide, is a one-of-a-kind experience. This is the type of exposure you can only be lucky to find in an internship program.”

Taylor_Pic4

Taylor, along with her financial planning graduate friends, are anxiously waiting to receive their diplomas!

Taylor_Pic5

Taylor celebrating her big achievement with her parents.

What is one of your Live Big® goals?

“One of my Live Big® goals is to live a rich and fulfilling life – and help others do the same. As simple as it may sound, people often need a reminder. Life is short, and as my grandpa always says, “time waits for no one.” Carpe Diem, seize the day, because you never truly know when that last day might be. My goal as a person is to never lose that sense of wonder and zest for life. Travel – it’s a big world out there – go and see it. Lookout for yourself, but don’t forget to lookout for others too. Be the person your dog thinks you are. Spend time with family, they’re the reason you are who you are. Learn from them, laugh with them, and grow with them. Learn about yourself and your family culture – see where your roots grow. And above all else – do what makes you happy, because truly nothing else in life matters.”

Taylor_Pic3

Taylor and her biggest supporter, little sister Kylie, decide to switch-up the spotlight!

 

Yeske Buie’s Internship Program: Good for the Company and for the Intern

Firm News & Events, YeBu Millennialon July 30th, 2015No Comments

Written By: Cristin Etheredge, RP®

Taylor and Aviv“The only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle. As with all matters of the heart, you’ll know when you find it.” – Steve Jobs

Yeske Buie believes in supporting and fostering education and ingenuity of our youth. Because of that strong belief, we have a very vibrant internship program in both of our offices. Interns bring novel perspectives, fresh ideas, and specialized strengths and skill sets – all while augmenting our firm’s capacity.

We strive to provide hands-on training, real experience, and mentoring opportunities to every student who walks in the door. What makes our internship program stand out is that we constantly evaluate our workload and ability to provide interns with a dynamic, engaging and challenging experience. If our current workload or ideas for improvement don’t look to provide the ideal experience, the firm will forego having an intern for that semester.

We also believe that our internship program is a great way to Give Big and help in our community of the Financial Planning Profession and beyond. Hosting interns in our offices is a way to help students get started in their professional careers and find what drives them to work with passion and zeal. Our interns not only gain valuable experience, develop new skills, and get many chances to network – they learn what really resonates (or doesn’t) to help guide them in future decisions. As Elissa Buie, CEO explains: “When students get input from people who are out in the world doing [the work], it’s really valuable.”

What exactly do Yeske Buie Interns do?

Just as we refine our internships based on the degree track that the incoming interns will have – be it financial planning, finance, or business management – the interns provide a different layer or addition to the team. Below you can see two of our typical tracks:

  • Financial Planning: Our most rigorous track for students who have chosen Financial Planning as their major. Yeske Buie strives to give these interns as much real experience as possible. They draft insurance, beneficiary and estate templates, and start the process of creating or updating financial plans. They also get to sit in on different types of Client meetings. Financial Planning interns get exposure on what to expect daily once they move into the workforce. These students also perform value added work for our clients, as Elissa describes “Maybe we have client tax returns, but we haven’t been tracking losses carried forward. We might have [interns] create the database, go through the returns and enter the data. Is it generally done very well? Yes,” she continues. “Perfectly? No — but it’s easier for an Assistant Financial Planner to do cleanup than to do it all from scratch.” It is also a great hands-on learning experience for everyone involved.
  • Business Management: These interns will focus on more operational areas of the firm and do ad hoc projects. We typically strive to match most of the projects with the firm’s needs coupled with the intern’s interests and studies. Interns on this track get a vast array of experiences ranging from social media strategy, researching new software, learning about compliance, vendor management, marketing, business development, database management/clean-up, etc.

How else does a robust internship program help Yeske Buie?

Our internship program is run completely by the staff. Interns have access to Dave and Elissa, but the hiring, training and management of the interns is done by the staff. This allows our firm to learn essential training and management skills to foster the development of our Assistant Financial Planners, Financial Planning Residents and support staff.

How do interns impact my experience as a Client?

Our goal is for all of our interns to positively impact our clients in some way. Jeff Realjo, an intern in our Virginia office in 2014, did a lot of the research to help us find IdentityForce as a partner in keeping Client identities safe. This past spring, Anthony Castaldi did an enormous amount of research and reading to help us advance our Financial Literacy offering to the younger generation. This summer our two CA Financial Planning interns, Taylor Agostino and Aviv Florenthal, have been working diligently to revamp our summary templates to include more valuable and pertinent information we like to track.

Where do you find these interns?

The short answer is – all over the world! We post with all highly recognized Financial Planning degree programs in the country. In San Francisco, we reach out to local schools like Golden Gate University and University of San Francisco. In our Vienna office we leverage The Washington Center during the school semester. The Washington Center is an independent, nonprofit organization that hosts quality students for a semester from all over the country and world to have Washington D.C.-based internships and challenging seminar curriculum – all for academic credit at their home universities.

Yeske Buie has hosted interns from several top financial planning programs in the country including Virginia Tech and William Patterson. Additionally, we have hosted finance and business management interns from all over the country and world – including Rhode Island, Iowa, Indiana, South Korea, India and Kyrgyzstan. Our interns have gone on to be successful at a variety of organizations such as Goldman Sachs, KPMG, FJY Financial, Bingham, Osborn & Scarborough LLC, Morgan Stanley and RBC Wealth Management.

As Julia Childs puts it, “Find something you’re passionate about and stay tremendously interested in it.” At Yeske Buie, we’re passionate about our internship program because we believe it provides a multitude of benefits to all involved.

Give Big: Yeske Buie West Coast Helps the SF-Marin Food Bank

Firm News & Eventson July 2nd, 20151 Comment

Over the past few weeks, the Yeske Buie West Coast office has been volunteering with the SF-Marin Food Bank as part of our Give Big initiative. The SF-Marin Food Bank distributes over 105,000 meals on a daily basis and distributed over 45 million pounds of food in 2014.

On several different days, our team members tackled a variety of projects to help make a difference in their community. Sabina and Russell took on the task of sorting through donated plums and boxing the plums that were high enough quality to distribute, while the unfit plums were sent to local farms for pig feed. During their time there, they helped box 7,500 pounds of plums to be sent to the food bank’s +450 community partners for distribution into the community. Additionally, Jen Hicks and our summer interns Aviv Florenthal and Taylor Agostino, worked together to box 30,000 pounds of carrots to be sent to various food pantries throughout the San Francisco area. After almost three hours of work, every last carrot was packed and ready to be shipped off to its final destination. Finally, Dorothy helped put together grocery bags for delivery that contained one pound of rice, one pound of pasta, one pound of oatmeal, four packs of low-fat milk, orange, carrots, bananas, and one loaf of bread.

Knowing that all of their work would go directly towards feeding those in need was a rewarding experience for all of our team members, who enjoy volunteering with the SF-Marin Food Bank regularly. For our summer interns, this was their first experience volunteering in San Francisco or with the Food Bank. We asked our interns to share what they enjoyed most about the opportunity to give back to San Francisco and to volunteer with Yeske Buie:

One aspect of San Francisco that can be difficult at times is seeing many people who are less fortunate and not being able to help. What I enjoyed most about volunteering with Yeske Buie at the SF-Marin Food Bank was that all of our work was helping to provide food to those in need. It feels great knowing that I was able to give back to the community and that someone will directly benefit from my efforts.  – Aviv Florenthal

It’s very easy to get inspired about a cause you truly care about, and is so gratifying to see the direct impact you make. We all as humans, rich or poor, take from society and the world around us – so it is important that we must give back. Yeske Buie makes continuous efforts to build a better community and provide a higher quality of life for all. It was very moving to see an entire company come together, outside of work, for one sole purpose – to make someone else’s life better. – Taylor Agostino

SS and RK SF-Marin Food Bank

Sabina and Russell after the event in front of the plums that they sorted through.

SS and RK SF-Marin Food Bank Plums

Some of the “bad” plums that will be used as pig feed.

Food Bank 6

Aviv among the crates of carrots to be sorted.

Food Bank 3

Taylor and Jen sorting through 30,000 pounds of carrots.

Food Bank 9

Taylor and Aviv enjoying their first Give Big event with Yeske Buie.

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Aviv, Jen, and Taylor are still smiling after completing their task.

The SF-Marin Food Bank.

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A shot of some of the grocery bags that Dorothy helped package for distribution.

 

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 College 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.

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“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