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Sue Ricker
CEO, LPL Registered Princicpal
sue@rickerretirement.com A veteran of the financial services industry, Sue is dedicated to helping individuals pursue their financial goals through comprehensive retirement planning. She developed the four-phase Ricker Retire Smart! Process to help clients determine specific objectives and identify sound investment products. She is a frequently sought-out corporate presenter known for her seminars that focus on the benefits of early retirement planning. Sue's expertise comes from experience. She holds Series 6, 63, 7, 66, 26 and 24 securities registrations through LPL Financial and is registered to do business in AR, AZ, FL, GA, IA, MD, MO, NC, ND, TN, and TX. |
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Michael Crews, CFP®
President, LPL Financial Planner
mike@rickerretirement.com Mike facilitates the transition from working to retirement by helping clients determine realistic objectives and understand investment solutions. He simplifies the retirement planning process. Mike is a Registered Representative of LPL Financial. He holds Series 7, 66, and 24 securities registrations through LPL Financial and is insurance licensed in Texas. Mike is a member of the Estate Planning Council of North Texas, Financial Planning Association, FPA Pro Bono Committee, and is currently attending SMU Cox School of Business to obtain his MBA. |
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Chris Scarborough, CFP®
VP, LPL Financial Planner
chris@rickerretirement.com Chris uses his core competencies in problem solving and financial analysis to assist in the development and implementation of financial plans for clients. His analytical focus makes him a valuable asset to our clients and our team. Chris is a Registered Representative of LPL Financial. He holds Series 7 and 66 securities registrations through LPL Financial and is insurance licensed in Texas. Chris is a member of the Estate Planning Council of North Texas and Financial Planning Association. |
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Elizabeth Phillips
Client Service Manager
elizabeth@rickerretirement.com Delivering the highest level of client service, Elizabeth is responsible for monitoring and keeping every portfolio up to date. Elizabeth is a Registered Representative of LPL Financial. She holds Series 6 and 63 securities registrations through LPL Financial and is insurance licensed in Texas. Elizabeth has an extensive background in banking and financial services. She is fluent in Spanish. |
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Amber Andregg
LPL Financial Planner
amber@rickerretirement.com Amber is an intregal member of the team supporting our CERTIFIED FINANCIAL PLANNER™ Professionals in preparing financial plans, monitoring the implementation process of the financial plan and servicing client inquiries. Amber has a degree in Finance, holds Series 7 and 66 securities registrations through LPL Financial, is insurance licensed in Texas and is a candidate for CFP® certification. |
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Lauren Greco
Administrative Assistant
lauren@rickerretirement.com Lauren guides clients through Phase One of the Ricker Retire Smart! Process. She supports our CERTIFIED FINANCIAL PLANNER™ Professionals by managing calendars and appointments, assisting in the preparation of financial profiles and servicing client inquiries. She has a degree in both Communication Studies and English. |
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Kristina Bell
Administrative Assistant
kristina@rickerretirement.com Kristina is a Dallas area native who brings a diverse work experience to Ricker Retirement Specialists, including over 15 years of managerial experience in the financial and real estate industries. You can expect to be warmly welcomed by her when you visit our office. When calling into our office, it is her friendly voice that our customers have so quickly grown accustomed to hearing. She takes great pride in answering your questions or directing you to the very person who can provide the information you need. Additionally, she manages all asset transfer and processing requirements. Attention to detail is her hallmark. It’s her incredible organizational skills that helps keep our team running so smoothly. |
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Louise Thompson
Client Service
louise@rickerretirement.com Louise assists our financial planners and clients during the implementation process and continues to insure that all recommendations are implemented efficiently. Her background includes 30+ years in telecommunications. |
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Marnie McCabe, MBA
Business Development Manager
marnie@rickerretirement.com |
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Terri Alvarez
Seminar Coordinator Terri promotes the Retire Smart! Seminar to individuals who are ready to start planning for retirement. She helps near-retirees take the first step toward a successful retirement by scheduling their retirement strategy appointments with an advisor. She is fluent in Spanish. |
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John Ricker
Operations Manager
john@rickerretirement.com John's primary role is management of the day-to-day business aspects of the company, including accounting, human resources and managing the administrative team. He is the glue that keeps our operations together. With 20 years of experience in the insurance industry, John has improved every business process in the company. |
