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…

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…

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…

  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…

Benjamin J. Rickey, CIMA, CFP recently obtained the Certified Private Wealth Advisor designation, which is the only advanced designation designed for financial advisors who work with high-net-worth clients on the life cycle of wealth. The CPWA marks identify those individuals who have met the experience requirements and have successfully completed coursework in advanced wealth management strategies…

There have been a lot of changes going on at Leonard Rickey Investment Advisors this summer. The one we are proudest of is our decision to become an Advisory Only Financial Planning firm. As part of this change, we have become members of the National Association of Personal Financial Advisors (NAPFA), an organization that represents…

In honor of Father’s Day the team at Leonard Rickey collected wise words of wisdom from our Dads: “The best liked people in a room are the ones who talk about themselves the least.” – Kelli “Stay humble, help others, and always give something back” – Susan “No matter what, tell the truth. It’s much better to face the problem…

Benjamin J. Rickey recently obtained the Certified Investment Management Analyst® certification. Only 2 percent of financial services professionals hold CIMA certification, which is a credential designed specifically for investment advisors and consultants. The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through…

Every year LPL’s Advisory leadership takes over one of the premier business schools in the country. Active professors take advisors through the cutting edge of finance in academia. It is the most worthwhile conference of the year for me. This year, the top 125 Advisory practices at LPL took over the Yale School of Management.…