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Advisory Team

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Gregory Ricks

Founder & CEO

Gregory Ricks founded Gregory Ricks and Associates, Inc. with one goal in mind: To help clients realize greater wealth and fi­nancial security with the funds they worked tirelessly to save. Gregory helps people of all ages chart a direct path on the road to their best retirement. From guided planning strategies to tax-efficient wealth transfer planning, Gregory and his team deliver value to their clients.

Born in Hattiesburg, MS and a resident of New Orleans, LA for 30+ years, Gregory is active in many community organizations.  Gregory lives in Lakeview with his wife, Stacey, and their triplets, Luke, Lance and Emily.  He educates listeners as the Radio Talk Show Host of “Winning at Life with Gregory Ricks” LIVE on iHeart Radio News Talk 99.5 WRNO, iHeart Radio News Talk 104.9 WBUV and the iHeart Radio App on weeknights from 7:00 pm to 8:00 pm and Saturdays from 10:00 am to 1:00 pm.  In addition, SuperTalk Mississippi airs the third hour on Saturdays from noon to 1:00 pm.  Prefer to listen and watch, go to Facebook LIVE or Periscope (GregoryRicks).  Want full access? Download the “Winning at Life” App in the App Store to connect to all things “Winning at Life!”  Once you’re connected pick up the phone, text or email to participate and get your financial questions answered.

Gregory and his team have a unique vision and ability to look forward and work with retirees to see their financial road ahead so they know where they are on the path, where they’re headed and their desired destination at any given point in time up to 10, 15 or 20 years or more out. Using a disciplined approach, they do the math to ensure clients’ funds 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, tax-efficiency and predictability.

 

 

 

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Nicholas Rohde

Wealth Advisor

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.

 

 

 

 

Cody

Cody Bennett

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 the 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 daughter, Kinley.