A Certified Public Accountant with a master's degree in Taxation, Rick is a financial expert by training and trade. His lead-servant perspective and warm personality give him an advantage in perfecting corporate vision and financial operations in order to ensure operational efficiencies. Rick enjoys sharing his ideation strength to plan and introduce enhanced operational and cost control initiatives to drive greater social awareness and mission impact. Rick has served as a leader, mentor, trusted advisor, and proponent of positive, productive organizational change in many types and sizes of organizations. Rick has unique expertise in the nonprofit area and has served in the Chief Financial Officer position for the past 18 years in healthcare, human services, arts and culture, environment, children’s initiatives, higher education, and affordable housing. He is employed by and serves on the Executive Management Team of PBO Advisory Group leading the Nonprofit Division. Rick was honored to be named 2021 San Diego Man of Influence and a finalist in the respected 2020 San Diego Business Journal’s CFO of the Year awards.
Rick is a board member of Financial Executives International and is affiliated with Financial Executive Networking Group and the CFO Roundtable. He is active in his church and enjoys exploring San Diego along with his wife Denise, of 42 years.