Yeske Buie Charts Course for Next Generation with Leadership Transition

SAN FRANCISCO, CA – November 21, 2025

Yeske Buie, a nationally recognized independent financial planning firm, today announced a significant leadership transition, setting the stage for a new era while upholding its commitment to client-centric service and independence. Founders Elissa Buie and Dr. Dave Yeske will retire at the end of 2025, handing leadership to co-CEOs Yusuf Abugideiri, Lauren Stansell, and Lauren Mireles, effective January 1, 2026. Concurrent with the leadership change, the firm will rebrand as YESKEBUIE, reflecting a seamless evolution rather than a radical departure.

A Legacy of Independence and Client Focus

For over four decades, Yeske Buie has distinguished itself through a steadfast commitment to independent, fee-only financial planning. In a landscape increasingly dominated by large corporations and consolidations, the firm has prioritized client needs above all else. This dedication has fostered long-term relationships and earned the trust of families across the country. The decision to remain independently owned was a key consideration in the succession planning process, according to sources familiar with the firm's internal discussions. “Maintaining that independence was paramount. It allows us to put clients’ interests first without the pressures of corporate agendas or product sales,” a source revealed.

The move to install three co-CEOs is unusual but reflects a deliberate effort to leverage the strengths of the existing leadership team. Each co-CEO brings a unique skillset and area of expertise, ensuring a well-rounded and cohesive approach to guiding the firm’s future. The founders will remain actively involved as Co-Chairs of the Board, providing strategic guidance and mentorship during the transition.

The Next Generation Takes the Helm

The incoming co-CEOs represent a wealth of experience and a shared vision for the firm’s future. Yusuf Abugideiri, now co-CEO and formerly Chief Investment Officer, brings deep expertise in investment management and financial planning. Lauren Stansell, also co-CEO and formerly Chief Planning Officer, is a recognized leader in financial planning and has been instrumental in developing the firm’s innovative approach to client service. Lauren Mireles, the third co-CEO and formerly Chief Operating Officer, is focused on streamlining operations and ensuring the firm continues to deliver a best-in-class client experience.

“We are incredibly honored to be entrusted with leading YESKEBUIE into its next chapter,” said Abugideiri. “We are committed to building on the strong foundation established by Elissa and Dave, while also embracing new opportunities and technologies to better serve our clients.”

Stansell added, “Our commitment to fee-only, advice-driven financial planning remains unwavering. We believe that clients deserve transparent, unbiased advice, and we are dedicated to delivering that.” Mireles emphasized the focus on operational excellence. “We are committed to providing a seamless and exceptional experience for our clients. Our investment in technology and process improvements will ensure that we continue to exceed their expectations.”

Navigating a Changing Industry Landscape

The financial planning industry is currently experiencing a period of significant change. An aging advisor workforce is creating a growing need for succession planning, while industry consolidation is reshaping the competitive landscape. According to recent data, nearly 40% of financial advisors are expected to retire in the next decade. This trend is creating both challenges and opportunities for firms like YESKEBUIE.

Maintaining independence in a consolidating market is becoming increasingly difficult. Many firms are being acquired by larger organizations, which can offer economies of scale and access to capital. However, this can also come at the cost of client service and independence. YESKEBUIE’s decision to remain independent is a testament to its commitment to prioritizing client needs above all else. “We believe that our independence is a key differentiator,” said an industry analyst. “It allows us to offer truly unbiased advice and build long-term relationships with our clients.”

The firm’s commitment to a multi-CEO structure is also noteworthy. This approach allows for a broader range of perspectives and expertise, while also providing built-in redundancy and resilience. “It’s a smart move,” said another industry observer. “It ensures that the firm is well-positioned to navigate the challenges and opportunities that lie ahead.”

The “Live Big®” philosophy, deeply ingrained in the firm’s culture, will continue to be central to its approach. The firm emphasizes helping clients identify and pursue their most important life goals, rather than simply focusing on investment returns. This holistic approach to financial planning resonates with clients who are seeking more than just investment advice – they are seeking a partner who understands their values and aspirations. The firm’s registered trademark of “Live Big®” underscores its commitment to this philosophy, with its origins dating back over 15 years.

The transition is expected to be seamless, with the founders remaining actively involved in the firm’s strategic direction. The incoming co-CEOs are confident that they can build on the firm’s strong foundation and lead it to continued success in the years to come.