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 the Series 65 designation and has one year of industry experience. His prior work includes two separate periods at Leonard Rickey Investment Advisors and time at Ernst & Young. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, offering financial planning, consulting, investment management, and accounting monitoring services. The firm employs a range of investment strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches, and is affiliated with a tax and accounting firm to provide integrated tax-planning support.

Gunnar Harrison is a financial advisor with Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, Washington. He holds a Series 66 designation and has four years of industry experience, including prior roles at RWZ LLC and Edward Jones. Outside of finance, Harrison has experience working in cannabis cultivation and managed a small business, Cornertone Pie. Leonard Rickey Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, managing approximately $958 million in client assets. The firm provides comprehensive financial planning and investment management using a diversified, proprietary approach that includes mutual funds, ETFs, and separately managed equity portfolios.

Ellie Buntin is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. She holds a Series 65 designation and has prior experience at Ernst & Young. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides financial planning, consulting, investment management, and accounting monitoring services, using strategies such as asset allocation, value and growth stock portfolios, and momentum-based technical ETF approaches.

Chelsie Smith is a CFP® professional at Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, WA, with six years of industry experience. She has worked at Leonard Rickey Investment Advisors since 2019 and previously spent five years at Trellis Advisors, LLC. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a variety of investment strategies, including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF strategies, while also offering integrated tax-planning capabilities through its affiliation with a tax/accounting firm.

Susan Van Tress is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. She holds a Series 66 designation and has 21 years of industry experience. Van Tress has worked at LPL Financial, LLC since 2005 and has been with Leonard Rickey Investment Advisors since 2000. She is also a notary public, providing document notarization services for clients. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and consulting services, employing a range of strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches.

Joy Stenehjem is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. She has been with Leonard Rickey Investment Advisors, P.L.L.C. since 2000. In addition to her advisory role, she is involved in Pathway Tax Group, providing tax preparation and advisory services. Leonard Rickey Investment Advisors is a nine-advisor firm managing approximately $958 million in assets for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach using proprietary strategies that include tactical asset allocation, equity portfolios supported by Morningstar research, and momentum-based technical strategies, tailoring portfolios to client risk tolerance while providing comprehensive financial planning and account management services.

Matthew Hargreaves is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. He holds a Series 65 credential and has 13 years of industry experience. Hargreaves has been with Leonard Rickey Investment Advisors since 2007. Leonard Rickey Investment Advisors is a nine-advisor team managing approximately $958 million in client assets, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, discretionary and non-discretionary investment management, and account monitoring services, using a proprietary investment process that emphasizes diversification and tactical asset allocation.

Dirk Bernd is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, WA, with 10 years of industry experience. He holds a Series 65 designation and has been with Leonard Rickey Investment Advisors since 2015. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, offering financial planning, investment management, and consulting services. The firm employs a variety of investment strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF strategies, and integrates tax-planning capabilities through an affiliation with a tax/accounting firm owned by two of its principals.

Benjamin Rickey is a CFP® with 29 years of industry experience, currently serving at Leonard Rickey Investment Advisors, P.L.L.C., where he has worked for 25 years. He is involved in providing financial planning and investment advisory services. Outside of his advisory role, he is the owner of Pathway Tax Group, which offers tax preparation and advisory services. Leonard Rickey Investment Advisors serves individual and high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $958 million in assets through a team of nine advisors and employs a diversified investment approach combining mutual funds, ETFs, and proprietary strategies tailored to client risk tolerance.