Michael T. Yest, Ph.D of Finance, CFA
Our Retirement Plan Data Analyst

Myke is an educator at heart. Whether he's helping our clients to learn more about their retirement feasibility and preserving their lifestyle in retirement, or helping a class of undergraduates or graduate students at Tulane's A.B. Freeman School of Business learn the most up-to-date financial concepts, he loves the educational process.

Splitting his time between two worlds, the academic world as a professor of finance and the business world as our Retirement Plan Analyst, Myke successfully combines financial theory with practical industry experience. This blending of worlds strengthens his contribution to both our clients and his students - a win/win strategy for all involved. Myke holds the Chartered Financial Analyst (CFA) designation, and has numerous awards from the Tulane community for his excellence in teaching, including being named the Freeman School of Business "Professor of the Year."