Blog Company News
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…
Read MoreWe 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.
Read MoreAll 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…
Read MoreLeonard 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…
Read MoreImportant 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…
Read MoreTwo 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…
Read MoreBen 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…
Read MoreLast 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. …
Read MoreDirk 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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