Yeske Buie Inc.

Timothy Connolly is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Yeske Buie Inc. since 2024 and previously held roles at Griffin Black, Inc., Corporate Tax Incentives, and Alliantgroup. Outside of his financial advisory work, he provides occasional support at Johnny Foley’s Irish House in San Francisco. Yeske Buie Inc. offers integrated financial planning and discretionary asset management to individuals, high-net-worth clients, trusts, retirement plans, foundations, and corporations. The firm manages approximately $925.9 million in assets and employs a strategic investment approach based on Modern Portfolio Theory, utilizing ETFs, mutual funds, and select independent managers.

Ryan Kelly is a CFP® professional with four years of experience, currently serving as an advisor at Yeske Buie Inc. since 2019. Prior to joining Yeske Buie, he held roles at Signature FD and worked in academic settings at the University of Georgia and the University of Texas at Austin. Outside of his advisory work, he prepares individual income tax returns for family and friends. Yeske Buie provides integrated financial planning and discretionary asset management to individuals, high-net-worth clients, trusts, retirement plans, foundations, and corporations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, primarily using exchange-traded funds, mutual funds, and selected independent managers.

Aubrey Klearman is a CFP® professional with experience at Yeske Buie Inc., Mercer Advisors, RMB Capital, and Salt. Klearman has been with Yeske Buie since 2023 and previously worked at the University of Colorado Boulder. Yeske Buie provides integrated financial planning and discretionary asset management to individuals, high-net-worth clients, trusts, retirement plans, foundations, and corporations. The firm uses written Investment Policy Statements and strategic asset allocation based on Modern Portfolio Theory, primarily implementing investments through ETFs, mutual funds, and selected independent managers.

Elissa Buie is a CFP® professional with 32 years of experience in financial planning and advisory services. She has been with Yeske Buie Inc. since 2007 and also has a longstanding association with Financial Planning Group, Inc. since 1993. Yeske Buie provides integrated financial planning and discretionary asset management to individuals, high-net-worth clients, personal trusts and estates, retirement plans, foundations, and corporations. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory and manages approximately $925.9 million in assets for around 448 clients.

Yusuf Abugideiri is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Yeske Buie Inc. since 2009. He is based in Vienna, VA, and works within a team of nine advisors at the firm. Yeske Buie provides integrated financial planning and discretionary asset management to individuals, high-net-worth clients, trusts, retirement plans, foundations, and corporations. The firm manages approximately $925.9 million in assets for around 448 clients, using written Investment Policy Statements and strategic asset allocation based on Modern Portfolio Theory.

Sydney Woodward is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Yeske Buie Inc. since 2021 and previously held roles at Forum Financial Management, Ehlert Financial Group, Clarendon Wealth Management, Atlantic Union Bank, and Target. Sydney is based in San Francisco, CA. Yeske Buie provides integrated financial planning and discretionary asset management to individuals, high-net-worth clients, personal trusts and estates, retirement plans, foundations, and corporations. The firm uses written Investment Policy Statements and strategic asset allocation grounded in Modern Portfolio Theory, implemented mainly through exchange-traded funds, mutual funds, and selected independent managers.

Kacie Fawls is a CFP® professional with five years of experience at Yeske Buie Inc. She previously worked at Global Advisor Group and the Defense Logistics Agency. Her background also includes roles in education and food service. Yeske Buie provides integrated financial planning and discretionary asset management to individuals, high-net-worth clients, trusts, retirement plans, foundations, and corporations. The firm uses written Investment Policy Statements and strategic asset allocation grounded in Modern Portfolio Theory, implementing portfolios primarily through exchange-traded funds, mutual funds, and selected independent managers.

Lauren Stansell is a CFP® professional with 10 years of experience in financial advising, currently serving at Yeske Buie Inc. since 2013. She is a board member of the Financial Planning Association, where she leads meetings and coordinates with strategic partners. Yeske Buie provides integrated financial planning and discretionary asset management to individuals, high-net-worth clients, personal trusts and estates, retirement plans, foundations, and corporations. The firm employs a disciplined investment process based on written Investment Policy Statements and strategic asset allocation, utilizing exchange-traded funds, mutual funds, and independent managers with ongoing monitoring and periodic rebalancing.

David Yeske is a CFP® professional with 35 years of industry experience. He has been with Yeske Buie Inc. since 2007 and has been involved with Yeske & Company, Inc. since 1990. The firm, based in San Francisco, consists of nine advisors. Yeske Buie provides integrated financial planning and discretionary asset management to individuals, high-net-worth clients, personal trusts and estates, retirement plans, foundations, and corporations. The firm uses written Investment Policy Statements and strategic asset allocation based on Modern Portfolio Theory, primarily implementing portfolios through exchange-traded funds, mutual funds, and selected independent managers.