Team Profiles
Click a team member’s name to view their profile.
Rick Dunham, Managing Partner
Rick D. Dunham, CPA, EA, PFS
Managing Partner and Principal
Rick is a founding partner and a graduate of California State University with a BS in Business Administration. He is a Certified Public Accountant (CPA), Enrolled Agent (EA), and Personal Financial Specialist (PFS). His specialty is working with high net worth individuals and businesses here in Silicon Valley and enjoys the dynamics of financial planning and business consulting with the goal of helping his clients increase their net worth and minimize taxes. Rick and his wife and have 3 sons and at his home in Morgan Hill he grows grapes and makes his own wine.
D. Rex Rousselot, Managing Partner
D. Rex Rousselot, ChFC, CASL, CFP®
Wealth Advisor, Managing Partner and Principal
Rex is a founding partner and a graduate of the University of Denver with a BSBA Finance degree. He has an extensive background working for several Fortune 500 financial services companies. Rex is an Investment Advisor Representative and Certified Financial Planner® professional primarily focusing on the needs of high net worth clients.
Tracy L. Newquist, Managing Partner
Tracy L. Newquist
Wealth Advisor, Managing Partner and Principal
Tracy joined DWR in 2021 bringing with her over two decades of experience advising individuals, families, and business owners on their financial and wealth management needs and enjoys guiding her clients as they shape and build their futures. Previously, she was a principal owner and President of RNP Advisory Services, an independent investment advisory firm managing over $400 million in assets. Tracy holds a bachelor’s degree from California State University in Business Administration. She is an Investment Advisor Representative primarily focusing on the needs of high net worth clients and business owners.