Team Profiles
Click a team memebers's name to view their profile.
- Rick Dunham
- D. Rex Rousselot, ChFC
- Jack Wedgwood
- Brad Daniel
Rick D. Dunham, CPA, EA, PFS
Partner
rick @ dunhamcpas.com
Rick's specialty is working with high net worth individuals and businesses here in Silicon Valley and enjoys the dynamics of financial planning and business consulting. Rick’s goal is to help his clients increase their net worth and lower taxes. This goal is facilitated by gaining a thorough understanding of each client’s personal and business financial situation and assessing a variety of strategies to determine how best to obtain the clients’ personal and financial goals. Rick is an Enrolled Agent (EA), Personal Financial Specialist (PFS) and Certified Public Accountant (CPA). Rick and his wife and have 3 sons. He coaches Pop Warner Football and at his home in Morgan Hill he grows grapes and makes his own wine.
Partner
rex @ dunhamcpas.com
Rex is a graduate of the University of Denver with a BSBA Finance degree, and has an extensive background working for several Fortune 500 financial services companies. Presently, he is working as a Registered Investment Advisor and financial planner primarily focusing on the needs of high net worth clients.
Partner
jack @ dunhamcpas.com
Jack is a graduate of the School of Industrial Management at Purdue University and received an MBA from Santa Clara University. He worked in the electronics industry for 15 years, primarily dealing with financial management issues. For the last 20 years he has worked with individuals on portfolio management and tax, estate and charitable planning. Jack is currently a Director of the Technology Credit Union and is Treasurer of the Bear Valley Residents, Inc., a homeowner’s association of a vacation home community.
Partner
brad @ dunhamcpas.com
Born and raised in Palos Verdes, California, Brad graduated from Santa Clara University in 1992 with a BS in Economics.He lives in the Bay Area, in the Silicon Valley with my wife Stacie and two children, Emma 8 and Cole 6. Stacie and I are active in the Newport Beach community where we lives, as well as in the Andersen Elementary School where he is the Secretary of “The DEANs,” the charity group run by the fathers in the school. Brad played LaCrosse at Santa Clara, swam Alcatraz, and at the appropriate time occassionally enjoys a glass of California Pinot Noir.