Rick has a depth of experience in business valuation and litigation support services, including advising clients on family, marital, and business disputes; estates; gifts; misuse of funds; and fraud. Rick has performed characterizations of assets and assessments on the financial condition of companies, including those in the automotive, facilities management, construction, insurance, oil and gas, and professional services industries. Additionally, Rick has worked with family limited partnerships and S Corporations, and his clients appreciate his integrity and ability to create a trusting atmosphere.

Prior to TravisWolff, Rick was a controller at a home healthcare organization. His background also includes audit, tax, and quality assurance for accounting software.

Certifications

• Certified Public Accountant (CPA), Texas, Colorado
• Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants
• Certified in Financial Forensics (CFF), American Institute of Certified Public Accountants

Education

• MBA, University of Texas at San Antonio
• BBA, Accounting, University of Texas at Austin

Professional & Community Involvement

• American Institute of Certified Public Accountants (Member)
• Texas Society of Certified Public Accountants (Member)
• Texas Society of Certified Public Accountants – San Antonio Chapter (Member)
• Collaborative Professionals Association of San Antonio (Member)
• San Antonio Estate Planners Council (Member)
• The Greater San Antonio Chamber of Commerce (Firm Liaison)
• Mobile Loaves and Fishes – Feed the Hungry (Volunteer)
• Parish Finance Council (Volunteer)