Oct 17, 2023 Employee Spotlight: Chelsie Smith

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 have questions or concerns.

What would your perfect weekend look like?
Heading up to the mountains with my husband, daughters, dogs, sisters, nephews, and anyone else who tags along. Spending the day in the water or playing board games and eating lots of good meals in between all of that!

Share a picture of something that is important to you.
My family – my husband Kelly, my step-daughter Sophia and our daughter Rylee


Describe an interesting hobby or pastime that you have.
I play pool every week in women’s leagues or mixed doubles leagues. We have a table at home now too.

What movie genres interest you the most?
Musicals are my favorite genre, but I also enjoy a good superhero movie or rom-com depending on my mood.

What was the last TV show you binge-watched?

Do you have a favorite holiday? Why or why not?
Christmas because I love giving gifts. I don’t even need to receive gifts; I just love knowing I picked the perfect gift for someone.

What’s your favorite board game?
This is a tough one because we have so many. I’d have to go with the classic Scrabble or Life.

How do you take your coffee?
With French vanilla creamer but if I really need a boost, I’ll just drink a Red Bull.

What’s the best concert you’ve ever been to?
Guns N Roses at the Gorge

What are some of your favorite travel/vacation memories?
Every summer since I was about 10 until age 18, my grandma took me and my sisters to my great aunt’s house. She had about 500 acres with 25 horses and a bunch of cattle. We swam in the ponds, took long trail rides, rode four-wheelers, barbequed, and stayed in their country log cabin style home. It was like a resort for a kid.

Company News

Welcome, Liz Stokes!

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Employee Spotlight: Dirk Bernd

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Market Commentary

2024 1st Quarter Investment Commentary

2023 4th Quarter Investment Commentary

2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

Debt Ceiling: Should Investors Worry?

Retirement Planning

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

Tax Planning

2024 Key Financial Changes

2023 1099 Release Information

2023 Year-End Tax Planning

When do I start my Required Minimum Distribution?

UPDATE: Washington State Long Term Care Payroll Tax

Cyber Security

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Important Disclosures

Leonard Rickey Investment Advisors, PLLC (“LRIA”), is an SEC registered investment adviser located in the State of Washington. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of LRIA, please contact LRIA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

This is provided for general information only and contains information that is not suitable for everyone. As such, nothing herein should be construed as the provision of specific investment advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. There is no guarantee that the views and opinions expressed herein will come to pass. This newsletter contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information prepared by any unaffiliated third party incorporated herein and take no responsibility therefore.

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