PRINCIPAL
BUSINESS VALUATION
Denise R. Rothermel
1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248
denise.rothermel@swm.hmidev.net
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T: 210.402.7200
F: 210.490.4669
- Leads the Business Valuation practice at Southern Wealth Management
- Over 30 years providing business valuation services nationwide
- Formerly with Ernst & Young in their Private Client Service division
- Bachelor’s degree in Finance & Financial Planning from Baylor University
- Master’s degree in Accounting from the University of San Antonio
- Licensed Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Accredited Senior Appraiser (ASA) with the American Society of Appraisers®
- PFS™ and ABV® credentials with the American Institute of Certified Public Accountants