1826 North Loop 1604 W
San Antonio, TX 78248
Dick is the Managing Partner of Southern Wealth Management LLP (SWM). Dick's primary role for SWM is to manage the overall practice as well as to be Client Serving Partner on some of our largest clients. Prior to creating SWM, Dick was with Ernst & Young for twenty-nine years, nineteen as a partner. Dick specializes in serving wealthy families, providing estate, succession planning, and valuation services. He is a licensed Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM professional, as well as an Accredited Senior Appraiser with the American Society of Appraisers.