Blog Company News

Happy Retirement!

By Chelsie Smith / March 26, 2021 / Comments Off on Happy Retirement!

We want to wish our fantastic Client Service Representative, Debbie Risk, a very happy retirement! Debbie’s last day with us was Friday, March 12th. We wish her the best! When you visit the Richland office, you will now be greeted by our newest Client Service Representative, Jacqueline Cremen.

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Welcome – Jacqueline Cremen

By Chelsie Smith / February 9, 2021 / Comments Off on Welcome – Jacqueline Cremen

All of us at Leonard Rickey Investment Advisors want to welcome and introduce our newest member of the team, Jacqueline! Jacqueline started working at Leonard Rickey Investment Advisors in February 2021. She has over seven years of experience in customer service and office experience. She recently moved with her Partner, Estefani, from San Diego California…

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Trusted Contact Request Coming Soon

By Susan Van Tress / February 9, 2021 / Comments Off on Trusted Contact Request Coming Soon

Leonard Rickey Investment Advisors will soon be asking for trusted contact information. Providing contact information is optional, but we suggest you consider adding 1-2 people to your accounts. We will send the request to you via email.  Please contact us if you have any questions.  What is a “Trusted Contact” A trusted contact is a person that…

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2020 COVID-19 Resource

By Ben Rickey / March 16, 2020 / Comments Off on 2020 COVID-19 Resource

Important Update Coronavirus Update We Are Prepared and Ready to Help. As the situation with the coronavirus (Covid-19) continues to develop, we want you to know that your team at Leonard Rickey Investment Advisors remains ready to help support you.  In light of local health departments urging “social distancing,” we have implemented several measures of…

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My Pilgrimage to Omaha – Matt Hargreaves

By Matt Hargreaves / May 24, 2018 / Comments Off on My Pilgrimage to Omaha – Matt Hargreaves

Two years ago, I read a book on the most famous investor in the world, Warren Buffett. It is called “The Snowball – Warren Buffett and the Business of Life”. It is an 830-page behemoth of a book that walks you through his childhood, the details of his investments and his personal life. The books…

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First Annual Leonard Rickey Founders Scholarship

By Michelle / June 18, 2017 / Comments Off on First Annual Leonard Rickey Founders Scholarship

Ben Rickey was honored to present our first annual Leonard Rickey Founders Scholarship through the West Valley Dollars for Scholars at West Valley High School in May.  Leonard was one of the founding members of the West Valley Dollars for Scholars in 1994. This years recipient is Jack Warren. At the event, WVDFS awarded just under $60,000…

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NAPFA Conference

By Ben Rickey / June 15, 2017 / Comments Off on NAPFA Conference

Last year, I joined the National Association of Personal Financial Advisors (NAPFA).  It is the country’s leading professional association of fee only financial advisors.  It requires substantial continuing education as well as adherence to a Code of Ethics and a yearly attestation to a Fiduciary Oath. It has been a tremendous resource for our entire Firm. …

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Rotary Friendship Award

By Michelle / June 12, 2017 / Comments Off on Rotary Friendship Award

Dirk Bernd received the Rotary Friendship & Fellowship Award for SW Rotary. The Rotarian Moto is Service Above Self. Dirk received this award in recognition for his many hours of volunteer work, including organizing a yearly blanket drive in the Yakima Valley. Dirk was nominated by his fellow club Rotarians and was presented his award…

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Susan Completes Masters Program

By Michelle / April 19, 2017 / Comments Off on Susan Completes Masters Program

Susan Van Tress recently completed the requirements to receive her Masters of Science Degree in Management and Leadership. The program was over 30 credits and included courses in Management Communication, Ethical Leadership, Data-Driven Decision Making and more. Susan completed the program in under 2 years while juggling home life and the excellent work she does for our…

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Ben at LINC Conference

By Michelle / March 15, 2017 / Comments Off on Ben at LINC Conference

  Pictured above, Ben Rickey with former Prime Minister, David Cameron Ben Rickey recently returned from the LINC TD Ameritrade conference held in San Diego, California. This conference provides advisers with opportunities to learn about the latest industry trends and business solutions. Keynote headliners included former Prime Minister David Cameron and cybersecurity expert Keren Elazari. In addition, Ben…

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