Leonard Rickey Investment Advisors, P.L.L.C.

Quentin Rickey is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Ernst & Young and the XY Planning Network, alongside periods of full-time education at Gonzaga University. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other business entities, providing comprehensive financial planning and investment management. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with diversified asset allocation and incorporates AI-enabled research tools reviewed by human advisers.

Gunnar Harrison is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. He holds a Series 66 license and has four years of industry experience. His prior roles include positions at RWZ LLC, Edward Jones, and involvement with Cowlitz County Cannabis Cultivation and Cornertone Pie. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other business entities, offering comprehensive financial planning and investment management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside AI-enabled research tools and emphasizes diversified asset allocation with specialized portfolio strategies.

Ellie Buntin is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. with one year of industry experience. Prior to joining Leonard Rickey, she worked at Ernst & Young and Fire by the Monon. She holds a Series 65 credential. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other business entities. The firm employs a diversified investment approach that integrates fundamental, technical, and cyclical analysis, supported by AI-enabled research tools reviewed by human advisers.

Chelsie Smith is a CFP® professional with six years of industry experience, currently serving as an advisor at Leonard Rickey Investment Advisors, P.L.L.C. She has been with Leonard Rickey since 2019 and previously worked at Trellis Advisors, LLC from 2014 to 2019. Leonard Rickey Investment Advisors serves a diverse client base including individual investors, trusts, estates, charitable organizations, and other entities, offering comprehensive financial planning and investment management. The firm’s investment approach integrates fundamental, technical, and cyclical analysis combined with diversified asset allocation and incorporates AI-enabled research tools reviewed by human advisers.

Susan Van Tress is a financial advisor with Leonard Rickey Investment Advisors, P.L.L.C. She holds a Series 66 designation and has 21 years of industry experience. Prior to her current role, she worked at LPL Financial for eight years. She is also a notary and provides document notarization services for clients. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other business entities. The firm offers comprehensive financial planning and investment management, using a blend of fundamental, technical, and cyclical analysis along with diversified asset allocation and AI-enabled research reviewed by human advisers.

Joy Stenehjem is a CFP® and holds a Series 66 license with 26 years of industry experience. She has been with Leonard Rickey Investment Advisors, P.L.L.C. since 2000. Outside of her advisory work, she owns and operates Pathway Tax Group, providing tax preparation and advisory services. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other entities. The firm combines fundamental, technical, and cyclical analysis to manage diversified portfolios and employs AI-enabled research tools with human oversight in its investment process.

Matthew Hargreaves is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. He holds a Series 65 designation and has 13 years of industry experience. Hargreaves has been with Leonard Rickey Investment Advisors since 2007. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other business entities. The firm employs a diversified investment approach combining fundamental, technical, and cyclical analysis, and incorporates AI-enabled research tools alongside human advisor oversight.

Dirk Bernd is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, WA, holding a Series 65 designation and with 10 years of industry experience. He has been with Leonard Rickey Investment Advisors since 2015. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other business entities. The firm’s investment process integrates fundamental, technical, and cyclical analysis, emphasizing diversified asset allocation, separate value and growth stock portfolios, and a momentum-based ETF technical strategy, supported by AI-enabled research reviewed by human advisers.

Benjamin Rickey is a CFP® professional with 29 years of experience in the financial services industry. He has been with Leonard Rickey Investment Advisors, P.L.L.C. since 2001 and previously worked at LPL Financial from 1999 to 2013. Outside of his advisory work, he owns and operates Pathway Tax Group, which provides tax preparation and advisory services. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other business entities. The firm utilizes a diversified investment approach combining fundamental, technical, and cyclical analysis, and incorporates AI-enabled research tools reviewed by human advisers.