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Sue Ricker
President, Registered Principal
sue@rickerretirement.com
A 25-year veteran of the financial services industry, Sue is dedicated to helping individuals achieve 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 is a Registered Principal of Securities America, Inc. and holds Series 6, 63, 7, 66, 26 and 24 securities licenses in AR, AZ, FL, GA, IA, MD, MO, NC, ND, TN, and TX. Sue is an Investment Advisor Representative of Securities America Advisors, Inc.
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Michael Crews, CFP®
VP, 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 Securities America, Inc. He holds Series 7, 66, and 24 securities licenses and is insurance licensed in Texas. Mike is an Investment Advisor Representative of Securities America Advisors, Inc.
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Chris Scarborough, CFP®
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 Securities America, Inc. He holds Series 7 and 66 securities licenses and is insurance licensed in Texas. He is an Investment Advisor Representative of Securities America Advisors, Inc.
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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 Securities America, Inc. She holds Series 6 and 63 securities licenses 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
Financial Assistant
amber@rickerretirement.com
Amber guides clients through Phase One of the Ricker Retire Smart! Process. She supports our CERTIFIED FINANCIAL PLANNER™ professionals by scheduling appointments, assisting in the preparation of financial profiles and servicing client inquiries. She has a degree in Finance and is a candidate for CFP® certification.
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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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Alexis Penn, M.S.
Marketing Director
alexis@rickerretirement.com
Alexis is our employer liaison and coordinates our on-site seminars, public workshops and client events. Her role includes public and community relations, advertising, and referral marketing. Alexis has been in marketing and business development for more than 20 years.
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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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Lauren Greco
Administrative Assistant
lauren@rickerretirement.com
Lauren is completely focused on client satisfaction. She serves as our ambassador to welcome clients to the office and assists each client in getting started in their planning for retirement. She also completes asset transfers and processes applications. She has a degree in both Communication Studies and English.
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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.
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