Blog Company News
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 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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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…
Read MoreJacqueline (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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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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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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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…
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