Chief Financial Officer
Stacey Ricks has worked with Gregory Ricks & Associates since its incorporation and has played a pivotal role in its success. She is a graduate of Louisiana State University where she earned a bachelor’s degree in Accounting. Upon graduation, Stacey worked as an Auditor for Arthur Andersen, a “Big 8” Accounting Firm. She has been in the accounting industry for 24 years. Although Stacey has served in many different capacities at Gregory Ricks & Associates, she is currently the Chief Financial Officer where her responsibilities include supervision of the accounting function.
In 2012, Stacey Ricks became the founder and director of Women Winning at Life. WWAL is a Gregory Ricks & Associates sponsored program that focuses on educating women on making informed and beneficial choices for themselves since the majority will be their family’s primary financial decision maker at some point in their lives. The program stresses how the financial needs of women on their own are different than those of a married couple.
Stacey resides in Metairie with Gregory, the triplets Luke, Lance, and Emily and Sandy, the family maltipoo. She enjoys spending time with her family and friends, reading and traveling.
Client Service Associate
Tori joined the Gregory Ricks & Associates team in 2015. Tori’s primary role is client assistance, ensuring internal and external customers receive impeccable service at all times. She helps clients with questions, follows up on inquiries, transfers/rollovers, problem resolution, and any other assistance that clients may need on new business. Tori works closely with the team to ensure the efficiency of each area of our new business department, including answering phone calls and processing new applications.
Tori lives in Kenner and enjoys playing volleyball and other outdoor sports.
Client Service Associate
Joining the Gregory Ricks & Associates team in 2015, Patrick specializes in case preparation and coordinating documents for meetings with client families. He supports Nicholas with the initial phase of client family plan design where a full asset inventory is created and maintained throughout the planning process. Other duties include facilitating client service requests, annual reviews and making clients always have access to their financial account assessment.
Patrick graduated from Louisiana State University with a major in finance. He resides in Lakeview and enjoys going to sports games and local festivals.
A graduate of Nicholls State University in Thibodaux, LA with a bachelor’s degree in Accounting, Sophie Landry joined Gregory Ricks & Associates in 2012 as the Team Accountant upon accepting her diploma. Her talents are directed toward compliance coordination and the accounting function of managing income, expenses, and bookkeeping/reporting in QuickBooks.
Sophie is married and resides in Paincourtville, LA with her husband Ken and their baby boy, Drake. She enjoys shopping and spending time with family and friends.
Kristy joined the Gregory Ricks & Associates team in 2014. As part of the firm’s administrative team, she welcomes and assists clients in the office and over the phone, schedules appointments, updates client information and provides daily administration support. Kristy’s primary role is client assistance, ensuring internal and external customers receive impeccable service at all times. She also assists with marketing campaigns by assisting with company events, preparing promotional handouts and fulfilling all other requests of our Marketing Manager.
Kristy lives in Kenner with her husband, Shawn, and daughter, Chloe. She enjoys reading and spending time with family.
Joining Gregory Ricks & Associates in 2015, Dana is focused on her role as the director of hospitality, as well as the administration of client services and maintaining the calendar and appointments. Dana’s primary responsibilities are to greet visitors, answer and transfer phones and assist all clients and staff members. Providing a welcoming atmosphere to those who visit Gregory Ricks & Associates is Dana’s main objective.
Dana recently moved to New Orleans from Mississippi. She currently resides in Metairie with her husband, Ben, and their daughter, Brielle. She is loving everything New Orleans has to offer.