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Your Money for All Seasons with Stan Rickner

Sundays, Noon to 1:00 p.m.

Stan Rickner and Steve Ellis

Your Money for All Seasons w/ Stan Rickner

The old mindset is a “retirement plan.” The new mindset is a living plan. No matter where you are on the journey, there’s hope for a bright future. Purpose and vision for retirement matter just as much as money. You have an opportunity to pursue your passion, explore new interests, and offer your wisdom to younger generations.

Stan’s Bio:  

Stan has worked to provide sound and objective financial advice, in accordance with the client's stated goals and objectives, for nearly a quarter century. Stan listens to each client, their goals and their dreams. The Seasons team then develops an investment plan uniquely designed for each client. Over the course of a year, the plan is monitored and modified as market conditions dictate. Stan meets with clients periodically to review progress and any changes to their stated goals and objectives. It is imperative the client understand how their investment plan works.

In an industry where advisors come and go every day, Stan solidified his commitment to his clients and his chosen profession by moving his business to become independent of the big Wall Street firms in January of 2000. The move has been jointly beneficial for both Stan and his clients as he is able to offer an expanded slate of products and services to help meet clients’ needs while managing his business in a manner that is both morally and ethically sound.  

Stan holds the following securities registrations: 

General Securities Principal (Series 24) 

General Securities Representative (Series 7) 

Uniform Securities Agent State Law (Series 63) 

Uniform Combined State Law (Series 65)  

Stan is fourth generation Oklahoma native with Native American roots. He was raised in Tulsa and raised his three children in the Tulsa area. He is proud to call Tulsa home. He is an alumnus of Oklahoma State University and cheers for his Cowboys!. Stan has been active in the community serving on a number of charitable boards. The Arthritis Foundation is close to his heart as the disease has had a profound effect on his family. 

Other than being involved in the lives of his children, Stan’s other interest include running, snow skiing and hiking with his wife, Leca and their dogs, Kiley, Rex Zoe and Zeus. Prior to becoming an investment professional, Stan worked as a consultant to many of the largest oil and gas companies in the world. He traveled extensively and worked with clients in over thirty countries around the globe. Desiring to travel less and see his kids grow, Stan joined the financial services industry in 1993.  

Through his professional experience and continued commitment to expanding his knowledge of what can be a very dynamic industry, Stan strives to be proactive in addressing situations that arise both within the economy and the lives of his clients. He has established professional relationships with several attorneys, CPAs and insurance agencies in the area who can become “part of the team” if a situation warrants. “My clients are more to me than just account numbers. They are real people who have put their trust in me to continually look after their financial well-being. I value that trust and hope to be their family’s trusted financial advisor for many years to come.”

– Stan Rickner 

 

Steve’s Bio: 

Steve grew up on a 250-acre farm in Kentucky where they raised all kinds of crops and livestock. At an early age, he learned the financial principle of diversification. His parents also instilled in him the discipline, diligence, and work ethic that would prepare him for a successful financial planning career.  

After moving to Tulsa to attend college, Steve graduated from Oral Roberts University and started his professional career. He has worked as an accountant, served in retail/wholesale sales and management positions for both small and large companies, and has been an owner of construction and remodeling firms. For the last 25 years, he has come alongside his clients in helping them achieve their financial objectives and goals.  

Steve is a managing partner of Seasons Financial Group, LLC and serves as its Chief Financial Officer. He is a Certified Financial PlannerTM, Certified Kingdom Advisor®, an active member of the Tulsa Chapter of the Financial Planning Association and Kingdom Advisors, and a Life Purpose Coach through the ministry of Your One Degree. He also teaches classes and is a part of the worship team for his church.  

Steve has been married to Melissa since 1978. They have 5 children and 7 grandchildren (so far). His personal interests include playing music (guitar, percussion, etc.), photography, travel, woodworking, and remodeling projects.

Sept. 16, 2018

Topics: Stan and Steve talk about the importance of diversification in your investment portfolio
Posted: September 16, 2018

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Sept. 09, 2018

Topics: Keeping track of the beneficiaries for all of your assets can be a challenge. Stan and Steve have advice on how to do it, and when.
Posted: September 09, 2018

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August 26, 2018

Topics: Planning for retirement is one thing. Planning what to DO during retirement - is another topic all together.
Posted: August 30, 2018

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