Certified Valuation Analyst (CVA)
Member – National Association of Certified Valuators and Analysts
Corporate Finance Institute – Financial Modeling and Valuation Analyst (FMVA)
The Value Builder System Certified Exit Planner

Through his business ownership experience of over 26 years, Richard has been evaluating business values focusing on the growth of many companies. He received my Bachelor of Business Administration degree from Tarleton State University and hold the FINRA Series 66 securities registration.

Richard is also Life, Accident, and Health insurance licensed in the state of Texas. In addition, designated Certified Valuation Analyst® (CVA®) Professional. Starting off his career with the FDIC as an accountant being in control of the operating accounts for the RTC, he have gained the knowledge necessary for Financial Analysis experience. Merging the accounting mindset and knowledge with the business successes gives him the insights needed for a competent Business Appraiser, Certified Exit Planner, and Financial Planner.

He is also a Wealth Manager focusing on Financial Planning which in turn incorporates, most often, one of the largest assets in personal wealth, the business, and the business value.
Having the knowledge and experience in the culmination of the above investment, finance, and business skills allow him to facilitate the overall encompassing aspects of business owner’s primary goals and objectives, typically incorporating the team of advisors bringing all together to progress towards the respective party’s priorities and expectations contributing exceptional client service.

Locations Served

San Antonio, TX

616 E. Blanco
Suite 201-A
Boerne, TX 78006