Blog Company News
This month we are highlighting Dirk Bernd. Dirk has been with Leonard Rickey Investment Advisors for almost 8 years and works out of our Yakima office. Get to know more about Dirk below! Share a picture of something that is important to you. Why is it important to you? Pretty easy one, my family. Here’s…
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We would like to take a moment to congratulate Gunnar Harrison on moving into the role of Associate Advisor! He will begin working with clients under the direct supervision of their current advisors. Gunnar started working at Leonard Rickey Investment Advisors in August 2021 as a paraplanner. He graduated from Central Washington University in 2019…
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This month we are highlighting Susan Van Tress, our Chief Operations Officer. Susan has been with Leonard Rickey Investment Advisors for 23 years and works out of our Richland office. Get to know more about Susan below! If you could pick any superpower, what would it be and why? I would have the power to…
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If you haven’t had a chance to get to know Molly in our Yakima Office, here is your chance to learn some fun facts about her. She has been with Leonard Rickey Investment Advisors since 2005! Thank you for all you do! Q: What do you love most about your job? A: The people…
Read MoreWe are excited to announce that we have joined the Kirkland, WA community! Our new office is located at 826 6th St. S, Suite 100, Kirkland, WA 98033 (by Google). Our Seattle office at Boeing field is closed. An advisor will be in our Kirkland office every week to meet with clients. We are also accepting…
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As you may already know, Charles Schwab purchased TD Ameritrade in 2019. If your accounts are with TD Ameritrade, they will transition to Charles Schwab over Labor Day Weekend 2023. On or about Tuesday September 5, 2023, Charles Schwab will become the custodian of your accounts. Leonard Rickey Investment Advisors’ role will stay the same.…
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All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest team member, Glenn McKee! Glenn started working at Leonard Rickey Investment Advisors in April. You will find him at our Yakima office working alongside Matt in investment analysis and trading. Glenn recently graduated from Central Washington University with a…
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All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Vicky! Vicky started working at Leonard Rickey Investment Advisors in February 2023. You will find Vicky at our Richland office! We asked Vicky to tell us a little bit about herself below: What is the…
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Hope you loved seeing a glimpse of our furry companions! Find out if you were able to correctly guess who we belonged with. Gunnar Harrison: Our dog Zoey in our roof top tent during a camping trip this past summer. Our overweight cat, Luna, joining in our workout. All three of our fur babies decided…
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We hope you are enjoying your summer and soaking up the warm days that remain. Here are the highlights of the summer from some of our team! Chelsie: With an almost 1 year old, we had lots of highlights this summer! We took our first big trip as a family, which ended with an awesome…
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