David Yeske and Elissa Buie
David Yeske and Elissa Buie, a married couple who merged their advisory businesses five years ago, have had a dramatic impact on the financial planning profession. They have been active members of the industry trade group, the Financial Planning Association, both serving as Chairs of the organization, and have been major contributors to the academic backdrop of the profession. They are most widely known for their co-authoring of a paper on policy-based financial planning in 2006. Prior to the financial crisis, the two advocated for advisers to set out more explicit policies governing the planning relationship with their clients. Those policies would facilitate more rapid decision-making and would help clients stick to their financial plans during rough stretches.
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