Founder & CEO
Gregory Ricks is the Founder and CEO of Gregory Ricks & Associates, Inc. and is the Talk Show Host of “Winning at Life with Gregory Ricks” on News Talk 99.5 WRNO on Saturdays from 10:00 am to 1:00 pm and weeknights from 7:00 pm to 8:00 pm. He is Louisiana’s 401k and Retirement Authority and author of the upcoming book, Winning at Life in Retirement. He is a nationally sought after Wealth Manager, Tax Reduction Strategist and an Ed Slott Master Elite IRA Advisor. Gregory has been educating, advising and guiding clients in the Greater New Orleans Metro area for 30 plus years.
Gregory has a unique vision and ability to look forward and help retirees see the financial road ahead so they know with certainty where they are, where they’re headed and where they’ll end up at any given point in time up to 10, 15 or 20 years out. Using a disciplined approach, he does the math to ensure their monies are using the right tools and doing the right jobs for the right period of time so they can overcome anxiety with a sound retirement plan that provides security, consistency and predictability.
Nicholas obtained his bachelor’s degree from the University of Southern Mississippi. He is a licensed insurance agent and holds his Series 65. Prior to joining Gregory Ricks & Associates, Nicholas’ professional career included banking and management. Joining the team in 2013, Nicholas is responsible for developing, servicing and delivering financial planning as well as the initial phase of client family plan design. He meets with retirees and near retirees to discuss investment strategies and ensures that clients feel secure and stress free regarding their money. Nicholas assists in research regarding investment and financial offerings, market conditions and available products.
Nicholas lives in Destrehan with his wife Mary and enjoys spending time grilling by the pool with family and friends. He loves to travel and is a certified SCUBA diver. Nicholas plays guitar and trumpet, and performed with a national touring band through high school and college.
Associate Wealth Advisor
Cody moved to Louisiana and started working with Gregory Ricks & Associates in 2013. A native of Colorado, he attended Colorado State University for his undergraduate degree and received his MBA from University of Maryland UC. Cody holds his Series 65 and his focus is working on a wide range of investment strategies. Cody assists Gregory with trading operations and market research. He finds ways to make the company more productive by providing effective methods in its business operations. He is responsible for strategic planning, acquisitions, and management of client service and organizational operations. He screens potential business opportunities by analyzing market strategies, deal requirements, and financials.
Cody lives in Mandeville with his wife Jennifer, and their newborn daughter, Kinley.