November 2022 Residency Program Dean

Dave Yeske, CFP®, DBA, holds a doctorate in finance from Golden Gate University, as well as an MA in Economics and a BS in applied economics from the University of San Francisco. He has been practicing financial planning since 1990. Yeske is a past chair of the Financial Planning Association and is the current practitioner editor of the Journal of Financial Plan​ning. He previously chaired the FPA PAC, Research Center Team, and Academic Advisory Council. He is also a long-time mentor and now dean in the FPA Residency Program. Yeske received the FPA Heart of Financial Planning award in 2012. He holds an appointment as a distinguished adjunct professor in Golden Gate University's Ageno School of Business, where he has taught for over 20 years and is director of the University's financial planning program, home of the first-ever MS in Financial Planning degree since 1980.

Mentors

H. Jude Boudreaux, CFP®, is a partner and senior financial planner with The Planning Center, and is an active member in the financial planning community, passionate about creating career paths for those entering the profession. He is a member of the CNBC Financial Advisor council, a group of 20 selected advisers to provide content for CNBC on personal financial planning. He has served as president of NexGen president (2009) and chair (2010) for NexGen, the FPA’s community for financial planners under the age of 36 years old. He has been quoted in numerous consumer and trade publications over his 17-year career, including the New York Times, Wall Street Journal, Journal of Financial Planning, Money Magazine, and The Times-Picayune, to name a few. In addition, he was named to the Investment News “40 Under 40” class of 2015.

Kacy Gott, CFP® has been a  financial advisor since 1995. He has a passion for comprehensive financial planning services and strives to create a unique and inspiring decision-making environment for each client. Kacy's undergraduate degree is in Finance from San Diego State University. He is active in the profession and as an educator, having served on the national Board of Directors of the Financial Planning Association (FPA) and the Board of Trustees of the Foundation for Financial Planning. He also served on and chaired the Council of Education of the Certified Financial Planning Board. Kacy has taught financial planning at UC Berkeley Extension and Golden Gate University and has mentored new professionals in the FPA Residency program. He is a national recipient of the Heart of Financial Planning award.

Kathy Longo CFP®, CAP®, CDFA® is the President and Founder of Flourish Wealth Management and has over 25 years of expertise and experience. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner at notable, various-sized companies in both Chicago and Minneapolis. Kathy has garnered a vast array of honors and recognitions. Continually dedicated to professional self-improvement, she has earned several industry-leading certifications and stays relevant and innovative through both community involvement projects and her work on a variety of local and national boards. She also recently made her debut as an author with the book Flourish Financially: Values, Transitions, and Big Conversations

Kyra Morris​, CFP®, EA, Founder of Morris Financial Concepts in South Carolina, began her financial planning career in 1983 and founded Morris Financial Concepts in 1987. Morris is one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985. She has served in a national position on the board of the Institute of Certified Financial Planners, and the CFP Board of Standards, Inc. Morris’ has been named six times by Worth MagazineMutual Fund Magazine and Bloomberg Wealth Management as one of the top financial planners in the country. In addition, Dow Jones Investment Advisor featured her on their cover, and Financial Planning Magazine named her one of the “Movers and Shakers” in the profession.

Jon Yankee, MBA, CFP®, founded FJY Financial in January of 2006 with Marjorie Fox and Dan Joss. In addition to his duties as a partner and senior financial adviser, he is chief executive officer who leads the strategic direction of the firm, and the development and implementation of its well-known human capital strategy. For the second year in a row, Jon was named the top vote-getter for fee-only financial planning in Washingtonian magazine’s list of “Top Financial Advisors”. He was also recently named a finalist for the SmartCEO Washington 2015 Money Manager Awards. In the spring of 2013, FPA of National Capital Area named him “Planner of the Year”. In addition, from 2012-2015, Jon has been named by Northern Virginia magazine in its “Top Financial Professionals” editions under the category of Investment management. FJY Financial was named the sixth “Best Place to Work” by Washington Business Journal in May of 2013.