Greg Rickert

Financial Planner & Adviser

Phone: 830.331.8555
Fax: 830.331.9561
E-mail: greg@shipmanandassociates.com

From the corporate world to dot-com start-ups, Greg has experience in every phase of business, from operations to back office to being an owner/entrepreneur. His creative outlook can take your great idea and make it into a viable business plan. With CFO experience, he can crunch the numbers but more importantly, he can show you the big picture and explain it in plain English. He specializes in bringing big company advantages to your small and mid-size businesses through insurance, tax strategies, business and personal financial planning.

Greg has been in Boerne six years and is married to Traci, also a CPA and a parnter of a local accounting firm. Greg serves on the Board of a Houston manufacturing firm and is on the Advisory Board of Boerne Urgent Care. Greg is a member of St. John Lutheran Church, where he helps with the youth group. Greg enjoys spending time with his two daughters, Cara and Catie, whether it's watching movies or playing sports.

Greg Rickert offers financial planning as an Investment Adviser Representative for Eagle Strategies LLC, A Registered Investment Adviser.