Meet the professionals who can help you Pursue Your Goals


We help individuals and families work toward achieving their ideal retirements.

Meet The Team

The team behind Gregory Ricks & Associates is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

greg

Gregory Ricks Founder & CEO

Gregory Ricks founded Gregory Ricks & 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, Mississippi, and a resident of New Orleans 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 informs listeners as the 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 from 10 a.m. to 1 p.m. on Saturdays.  Prefer to listen and watch? Go to Facebook LIVE or YouTube LIVE. Want full access? Download the “Winning at Life” app on your phone 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 their 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 help 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.

stacie

Stacey Ricks Chief Financial Officer

sophie

Sophie Landry Senior Accountant

JMGR-115

Nicholas Rohde

Wealth Advisor

JMGR-196

Brandon Blanchard

Wealth Advisor

marcel but square

Marcel Kelley

Wealth Advisor

Untitled design (59)

Mason Goynes, MBA, CFP®

Wealth Advisor

 

Untitled design (3)

Dylan FavreAdvisor Assistant

Untitled design (14)

Olivia Greenwood
Executive Assistant

JMGR-112

Shelby Alexander
Client Services

Addie

Addie Naquin
Client Services 

Kim web

Kim BlankleyClient Services

Jenna - Edited

Jenna Cleary
Client Services 

Alison

Alison Anderson
Client Services 

Maddie

Maddy Langlois
Client Services 

Emily

Emily Fontenot
Client Services 

Nicolle

Nicolle Rodriguez
Client Services 

JMGR-150

Jennifer Luquette Marketing Director

Abi Picture

Abigail Young Design & Digital Media Coordinator

PXL_20230331_142816218.PORTRAIT - Edited

Sarah Marse Client Relations

Milton

Milton WestClient Relations

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a visit today or register to attend an event.

Or give us a call at (504) 832-9200