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 at Leonard Rickey Investment Advisors, P.L.L.C. with three years of industry experience. He holds the Series 66 designation and has prior work experience at RWZ LLC, Edward Jones, and in cannabis cultivation as well as the food service industry. 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 range of strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches.

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® professional with 25 years of experience in the financial services industry. She has worked at Leonard Rickey Investment Advisors, P.L.L.C. since 2000 and previously spent 16 years at LPL Financial. Outside of her advisory role, she owns Pathway Tax Group, providing tax preparation and advisory services. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering comprehensive financial planning and investment management. The firm employs a range of strategies including asset allocation, separate value and growth portfolios, and momentum-based ETF strategies, and integrates tax planning through an affiliated tax and accounting firm.

Matthew Hargreaves is a Series 65-licensed financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, WA, with 12 years of industry experience. He has been with Leonard Rickey Investment Advisors since 2007. 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 account monitoring services, utilizing a range of portfolio strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches.

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 28 years of industry experience and has been with Leonard Rickey Investment Advisors, P.L.L.C. since 2001. Prior to that, he worked at LPL Financial, LLC for 17 years. Outside of investment advising, he owns Pathway Tax Group, which provides tax preparation and advisory services. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a range of strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches.