Rick Yancy, CPA
Rick Yancy is a CPA with 12 years of experience in public accounting. He joined the Fitzpatrick Group in 2018 to add financial services to his existing tax and business advisory practice. His background in accounting allows him to bring forth complex technical experience that serves his clients in a myriad of financial issues. Having worked with a broad segment of varying industries, Rick has developed expertise in many areas that small business owners routinely face. As a trusted business advisor, Rick strives to assist his clients to achieve their strategic and financial objectives. Helping to develop buy/sell agreements in conjunction with legal experts, performing contract analysis, and due diligence for potential acquisitions and helping determine future liquidity needs are but a few of the ways that Rick has helped his clients over the years.
Rick believes that developing a strong relationship with individual clients and business owners is critical to understanding their financial needs. His uses his tax and accounting background to develop tax efficient strategies that can serve to provide the future benefits that many individuals are seeking in retirement.
Rick earned his Bachelors of Business Administration in Accounting from Sam Houston State University. He is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Membership Committee of the Houston CPA Society.
Not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.