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The reason that this issue of the Live Big Digest is titled "Vacation Edition" is that we're taking this opportunity to give you a heads up about some upcoming travel on the part of Elissa and Dave.  They'll be leaving for Europe at the end of next week and won't return to the U.S. until July 12.  After brief forays to Munich and Paris, they'll be spending most of their time in Amsterdam. Daughter Alisson will be with them and they'll have the chance to visit with eldest daughter Lauren, who's engaged in a summer study abroad program through Virginia Tech. She's now studying (and playing) in Muenster, Germany and will end her European sojourn in Amsterdam with Elissa, Dave, and Alisson.  If you have an urgent need to talk to either Elissa or Dave, they will be collecting email and voicemail daily.  And, of course, the Yeske Buie Team is always available to help with anything you may need (1-800-772-1887). We've taken the liberty of listing all team members below.  You can also find additional biographical and contact information on our website: www.YeBu.com.  This will be Elissa and Dave's first trip to the Netherlands, so please feel free to pass along any travel tips you may have!

 

The Yeske Buie Team

 

Financial Planning Team

 

Elissa Buie, CFP® earned an MBA from The University of Maryland and a B.S. in Commerce from The University of Virginia. She has been practicing financial planning since 1983. Elissa sits on the Board of Trustees of the Foundation for Financial Planning and is Chair of the Grants Committee. Elissa is a past Chair of the Financial Planning Association (US).

 

Rachael Neil, CFP® earned a BS in Finance, summa cum laude, from Golden Gate University, San Francisco. Prior to joining Yeske Buie, Rachael served as an Investment Advisor/Financial Planner in the wealth management arm of Howe Barnes Hoefer & Arnett. Her previous experience also includes financial planning and portfolio management at Bingham, Osborn & Scarborough LLC, a wealth management firm in San Francisco.

 

Yusuf Abugideiri has a B.S. in Finance from Virginia Tech’s CFP® Certification Education Track in the Pamplin College of Business. He served as Student Director for Hokie Camp 2009, an orientation and team-building program for Virginia Tech freshmen. Yusuf was an intern in the Financial Management Program at GE Asset Management before joining Yeske Buie, and is a member of the Financial Planning Association.

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Dr. David B. Yeske, CFP® earned his doctorate in finance from Golden Gate University, where he also holds an appointment as Distinguished Adjunct Professor in the Ageno School of Business. Dave is a past Chair of the Financial Planning Association (US) (FPA) and currently represents FPA in the area of international standards for financial planning.

 

Kaitlin Schaeffer Yardley, CFP® - holds a B.A. in Finance from the University of Dayton. She completed her financial planning studies at Georgetown University and earned her CFP designation in 2007 while working at Schaeffer Financial, LLC, a Washington, D.C. area financial planning firm. Kaitlin continued working part-time as a financial planner while living abroad in Kazakhstan and South Africa.

 

Jennifer Micieli has a B.S. in Agricultural and Applied Economics with an option in Financial Planning from Virginia Tech’s CFP® Certification Education Track, as well as a minor in Business from the Pamplin College of Business. Jennifer was a student leader at Virginia Tech as a member of SGA and Cru. She was a summer intern at Yeske Buie before joining the staff full-time in September 2009.

Client Service / Operations Team

 

Summar Alaskary has a Bachelor’s degree In Management Information Systems and a double minor in Economics and Computer Graphics Animation from George Mason University. Before joining Yeske Buie, Summar worked in financial services for New York Life Insurance.

 

Dorothy Navales did her undergraduate studies in the University of the Philippines College of Business Administration. She has 15 years of experience working in the investment management field.  Prior to joining Yeske Buie, Dorothy worked for Citigroup's Institutional Investor Group, Shuman & Schneider, and Union Bank of California's Capital Markets division. (We'll have a real photo of Dorothy soon!).

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Cristin Etheredge received her M.A. in Corporate and Public Communication at the University of South Alabama. Prior to joining Yeske Buie, Cristin was a HR Manager for Target and a Communications Instructor at the University of South Alabama. In 2009, Cristin published social communication research entitled : “Living in Guild Wars: A Cultural Analysis of the Discourse, Dance, and Evolution of an MMOG Phenomenon.”