Broker Check
Greg Rickert

Gregory (Greg) M. Rickert, CPA, CFP, CIC 

Greg has been married to Traci Rickert since 1994.  They have been blessed with two daughters Cara, 1996 and Catherine (Catie), 1998.  His number one priority is developing a family rooted deep into the Gospel (Col 3:14).  Outside of work Greg and Traci are very active in the property they recently purchased, which includes cows, chickens, dogs and cats..

Greg and Traci met while working at Deloitte & Touché (Deloitte) San Antonio, currently a Big 4 accounting firm.  While there, Greg received his CPA (Certified Public Accountant).  After working at Deloitte, Greg went to work for various financial service companies starting out as an accounting manager then progressing to Chief Financial Officer and has held that position in different organizations.  The opportunities he and Traci have had allowed Greg and his family to move several times and work in many different countries.  Upon moving back to Texas in 2003, Greg decided to leave corporate America and began the pursuit of providing consulting services specifically designed for small to mid-size businesses. 

Greg’s experience varies from start-ups to large multi-national corporations.  In addition to a successful financial services firm, Greg and Traci have owned a tax, bookkeeping and payroll service company and were partners in a local CPA firm.  These past experiences and current endeavors enable Greg to provide many levels of solutions and services for his clients.