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Our Team

Team Profiles

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Rick Dunham

Rick D. Dunham, CPA, EA, PFS

Partner and Principal


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.

D. Rex Rousselot, ChFC, CASL

D. Rex Rousselot, ChFC, CASL

Managing Partner and Principal


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. He is a Registered Investment Advisor and financial planner primarily focusing on the needs of high net worth clients.