Blog Company News

Welcome, Quentin Rickey!

By Chelsie Smith / January 17, 2025 / Comments Off on Welcome, Quentin Rickey!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Quentin Rickey! Quentin started working at Leonard Rickey Investment Advisors in December 2024. He graduated from Gonzaga University in 2022 with a bachelor’s degree in business administration in Accounting and Finance and in 2023 with a…

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New Statements – Launching 1st Quarter of 2025

By Matt Hargreaves / November 22, 2024 / Comments Off on New Statements – Launching 1st Quarter of 2025

We’re excited to announce the release of your new quarterly statements, designed to be more concise and streamlined. By cutting down on excess details, we’ve made it easier to stay informed without the clutter. We hope you find this new format helpful and look forward to any feedback you may have! Click here to preview…

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2024 Turkey Trot

By Chelsie Smith / November 22, 2024 / Comments Off on 2024 Turkey Trot

Leonard Rickey Investment Advisors is proud to be a sponsor of the 2024 Turkey Trot 5k Fun Run to support the Yakima Greenway and Camp Prime Time! You can find out more information and register for the event here!

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Our Fall Favorites!

By Chelsie Smith / November 22, 2024 / Comments Off on Our Fall Favorites!

Happy Fall! We asked our team to answer a fall themed question to share some of our favorite fall things with you. We hope you are enjoying this season, and we wish you a Happy Thanksgiving! Ben: Where would you want to travel during Fall? Mountains around Leavenworth are stunning in the fall. Joy: What…

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Employee Spotlight: Michelle Zurcher

By Chelsie Smith / August 19, 2024 / Comments Off on Employee Spotlight: Michelle Zurcher

Michelle Zurcher has been with Leonard Rickey Investment Advisors since July 2017 as our Client Service Manager out of our Yakima office. You can learn some more about Michelle below: What do you love most about your job? What I love most about my job is the opportunity to impact our client’s financial well-being. I…

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Congratulations, Chelsie!

By Matt Hargreaves / July 19, 2024 / Comments Off on Congratulations, Chelsie!

Congratulations to Chelsie Smith and her husband, Kelly, on the birth of their son, Wyatt Jaxon Smith! Wyatt was born on April 23, 2024, and is a happy baby boy!

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Welcome, Liz Stokes!

By Chelsie Smith / April 15, 2024 / Comments Off on Welcome, Liz Stokes!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest team member, Liz Stokes. Liz is part of our awesome client services team in our Yakima office. We asked Liz to tell us a little about herself below: Share a picture of something important to you and why it is…

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Employee Spotlight – Jacqueline Cremen

By Chelsie Smith / November 13, 2023 / Comments Off on Employee Spotlight – Jacqueline Cremen

Jacqueline (Jackie) Cremen has been with Leonard Rickey Investment Advisors since February 2021 as a Client Service Representative. She started in our Richland office but now works remotely. You can learn some more about Jackie below: What do you love most about your job? What I love the most is the collaboration everyone in LRIA…

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Shreds and Meds Day – October 28th at The Valley Mall

By Chelsie Smith / October 17, 2023 / Comments Off on Shreds and Meds Day – October 28th at The Valley Mall

Mark your calendars! The next Shreds & Meds event will be held on Saturday, October 28th from 9-1 at The Valley Mall (next to the old B of A building) in coordination with the semi-annual DEA Drug Take-Back event. Please join us and our partners, Safe Yakima Valley and the Yakima Sheriff’s Office, to safely…

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Employee Spotlight: Chelsie Smith

By Matt Hargreaves / October 17, 2023 / Comments Off on Employee Spotlight: Chelsie Smith

This month we are featuring Chelsie Smith. Chelsie is a Certified Financial Planner (CFP®) and Advisor at Leonard Rickey. She has been with us for almost 5 years and works in our Yakima Office. What do you love most about your job? I love being able to put a client’s mind at ease when they…

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