Ricken Financial works to help you, our clients, enjoy life in retirement. We want to help you make informed and stress-free retirement decisions. Then, with your retirement goals in mind, we personalize plans to optimize taxation and income, plan for health care needs, and preserve your hard-earned assets and legacy . Come meet with our family so we may help protect yours.
After graduating with a degree in accounting, Gerry spent five years with the public accounting firm of Ernst & Young in Kansas City with a concentration in the financial services sector. For the next ten years, he worked with mutual fund companies and credit unions in the areas of accounting, programming, shareholder processing, reporting, quality assurance, and securities safekeeping. This provided Gerry with a basis for understanding the financial services world from a lot of different perspectives.
Heidi is fiercely passionate about her work with clients to ensure they retire happy. She works with her father because she’s witnessed the positive difference he has made in so many clients’ lives and wants to assist him in impacting others in a positive way. She believes everyone deserves a stress-free retirement of their dreams, and she fights hard for clients to achieve the retirement they deserve.
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