Yale is the Director of Investments and Planning Services at Mylestone Plans, and he serves as an additional resource to Mylestone’s financial planning and high-net-worth clients. His responsibilities include enhancing the client relationship experience and providing financial planning and wealth management support.
Over a financial services career spanning more than a quarter century, Yale has served in advisory, financial planning, operations, sales and compliance management roles. He holds the FINRA Series 7, 9/10, 63 and 66 designations. A Certified Financial Planner™ practitioner, he also holds a Virginia Life and Annuities license.
Born and raised in New York, Yale earned a Bachelor of Arts degree from Vassar College and a Masters of Business Administration from the University of Maryland, College Park.
Yale’s interests outside the office include investing, history, politics and geography. He owns a small antique map collection. He lives in Vienna, Va., with his wife, Erica—an attorney with the U.S. Department of Veterans Affairs—and their three teenage daughters.