Yeske Buie Celebrates Its 10 Year Anniversary!

Firm News & EventsPosted on January 11th, 20181 Comment

On January 1, 2018, Yeske Buie celebrated its 10th anniversary. Elissa and Dave have each been in the profession of financial planning for more than 30 years. The merger of Yeske & Co. and Financial Planning Group brought together two distinct cultures and approaches and blended them into something that was truly greater than the sum of its parts. While some have suggested that the 2008 merger was inevitable following their 2006 marriage, Elissa and Dave are always quick to quip, “Have you never been married? That was the LAST reason to merge!” It was only after friend and consultant David Brand challenged their negative assumptions that they embarked on two years of hard work to determine if the synergies were worth the risk. Ultimately, they came to realize that their two firms had unique competencies – one focused on efficiency and the other on effectiveness – that were worth combining. As for the firm’s name, Elissa and Dave considered many possibilities before settling on Yeske Buie, largely on the advice of marketing guru Harry Beckwith, who believes that professional service firms should adopt the names of their founders if those individuals have any kind of public profile.

What Elissa and Dave didn’t know as January 1 of 2008 arrived and the merger became official was that the world was already sliding into the worst recession in over 80 years. And while no one would willingly choose such a scary time to embark on a grand new enterprise, surviving the turmoil of 2008 and 2009 truly forged the Yeske Buie identity. Including the Live Big® philosophy, notably reflected in the firm’s 2009 piece, “What does it mean to Live Big® in these trying times?,” which garnered hundreds of ideas from clients and friends and which eventually inspired a cover feature in Financial Advisor Magazine. There were also dozens of requests from other advisors to reproduce “The Live Big® List” in their year-end letter to clients.

Yeske Buie has evolved in many ways over the past 10 years but Elissa and Dave and the rest of the Yeske Buie team continue to be energized by our goal to be the recognized best financial planning firm in the country (not to demean our many successful friends and colleagues, but everyone should dream big!) while feeling both humbled and honored by the trust that our wonderful Clients continue to bestow upon us.

In celebration of this momentous anniversary, we’ve compiled a timeline of photos that shows the evolution of our team and major milestones in Yeske Buie’s history. We hope you enjoy this trip down memory lane as much as we do! Cheers to ten more adventurous years!!

July 2006: Elissa and Dave are Married

January 2008: Yeske Buie is Started

November 2010

March 2011

 November 2012

March 2013

October 2013: Elissa Buie wins the P. Kemp Fain Jr. Award

November 2013

 March 2014

November 2014

April 2015

November 2015: Elissa Buie was named to InvestmentNews Women to Watch

November 2015

November 2015: Yeske Buie wins the Schwab IMPACT Trailblazer Award

June 2016

November 2016

August 2017

October 2017: Dave Yeske wins the P. Kemp Fain Jr. Award

One Response to “Yeske Buie Celebrates Its 10 Year Anniversary!”

  1. Sam Hull says:

    Congratulations to two of my favorite “trailblazers” on ten momentous years together and for building a great model of what a great financial planning firm can be!!

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