Blog Company News

What was the Highlight of your Summer?

By Chelsie Smith / August 12, 2022 / Comments Off on What was the Highlight of your Summer?

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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Welcome, Shawn!

By Chelsie Smith / July 14, 2022 / Comments Off on Welcome, Shawn!

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Shawn! Shawn joined us this week and will be in our Richland office after some training in Yakima. She has a diverse background, including working as a pharmacy tech, raising kids, and managing as a high-writing…

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Congratulations, Dirk!

By Chelsie Smith / July 14, 2022 / Comments Off on Congratulations, Dirk!

We want to congratulate one of our Advisors, Dirk Bernd, who has been a very involved member of his Rotary Club of Yakima Southwest since 2011! He has officially taken on the role as the current Rotary Club President. He’ll be club president from July 1st 2022 until June 30th 2023. He’s shown here with…

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WVDFS

Community Involvement: West Valley Dollars for Scholars

By Chelsie Smith / May 12, 2022 / Comments Off on Community Involvement: West Valley Dollars for Scholars

Leonard Rickey Investment Advisors has deep roots in the community. We support local organizations, including West Valley Dollars for Scholars. Last month, our fine team of golfers participated in the West Valley Dollars for Scholars annual fundraiser. If you would like to learn more about West Valley Dollars for Scholars or learn how you can…

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New Client Portal Experience

By Susan Van Tress / January 14, 2022 / Comments Off on New Client Portal Experience

We are excited to announce that we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: 1. A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest trends to…

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New Client Portal

Changes Coming in Early 2022 to Your Financial Portal

By Susan Van Tress / December 17, 2021 / Comments Off on Changes Coming in Early 2022 to Your Financial Portal

We are excited to announce that early next year, we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest…

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thankful for

What We are Thankful For

By Chelsie Smith / November 12, 2021 / Comments Off on What We are Thankful For

In the spirit of Thanksgiving, Leonard Rickey Investment Advisors wants to take a few moments to share how thankful we are for our great clients, our awesome team, and our loving families! Each member of the team has shared something they are thankful for as well below: Ben: I’m thankful for the opportunities I’ve had…

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New Client Portal

Changes Coming in Early 2022 to Your Financial Portal

By Matt Hargreaves / November 12, 2021 / Comments Off on Changes Coming in Early 2022 to Your Financial Portal

We are excited to announce that early next year, we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest…

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Turkey Trot 2021

2021 Turkey Trot

By Chelsie Smith / November 11, 2021 / Comments Off on 2021 Turkey Trot

Thursday, November 25, 2021 – Thanksgiving Day!  Join us for the 2021 Turkey Trot 5K Fun Run on Thanksgiving morning! Work up an appetite before the feast! Leonard Rickey Investment Advisors sponsors this event, and we invite you to help raise money to support Camp Prime Time and the Yakima Greenway.  Prizes will be given for…

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Gunnar Harrisoin

Welcome Gunnar Harrison!

By Matt Hargreaves / August 23, 2021 / Comments Off on Welcome Gunnar Harrison!

  All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Gunnar! Gunnar started working at Leonard Rickey Investment Advisors in August 2021. He graduated from Central Washington University in 2019 in Business with a specialization in personal financial planning.   Here are some other fun…

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