Our Team

• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP®)
• Series 65 Licensed
• Bachelors of Accountancy: Brigham Young University
• Masters of Accountancy: Brigham Young University CEO/CFO Advisor

Wesley Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in practice owners. Wesley has been working with practice owners since 2007.

Earlier in his career, Wesley had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country.  After his time with Ernst and Young, Wesley joined the wealth management division of Moss Adams Wealth Advisors LLC. Wesley worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets.

Prior to his professional experience, Wesley received a bachelor and master’s degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.

Speaking Engagements

• Coachella Valley Dental Society – 12/09/2014
• Patterson Training Center – San Diego: 02/12/15
• Western University – 3/19/2015
• Loma Linda University – 04/20/2015
• Harbor View Dental Society – 06/24/2015
• Mission Viejo Study Club – 08/20/2015
• San Diego Dental Society – The New Dentist Group: 08/27/2015
• CEREC30 – 09/18/2015
• Dentistry Success Series – Las Vegas: 10/23/2015
• Pennsylvania Academy of General Dentistry – Cancun Mexico 1/28/16-1/30/2016
• Orange Country Dental society – Irvine 2/2/2016
• Harbor View Dental Society – 2/17/2016
• NCOFSC Dental Fest – San Diego – 3/10/16
• California Dental Association (Wells Fargo Corporate Forum) – Anaheim 5/12/2016
• San Diego VA Clinic Dental Seminar – 5/26/2016
• San Diego Advanced Study Club – 9/13/2016
• Orange County Dental Society – Newport Beach 10/4/2016
• SDC Dental Society: The New Dentist – 11/10/17
• Patterson EDU: Building a Successful Dental Practice. With Michael Gerber – 11/17/2016
• Harbor Dental Society: The Business of Dentistry – 2/8/17
• Western University – 3/16/2017
• SFV Dental Society: The Business of Dentistry – Woodland Hills 3/23/2017
• Dental Mastermind: Business of Dentistry – Burkhart 4/8/2017
• San Diego VA Clinic Dental Seminar – 5/18/2017
• Orange County Dental Society: 09/19/2017
• Kevin Kenny Study Club, San Diego: 1/31/2018
• California Dental Association (CDA): 5/18-19/2018 (Anaheim)
• Western University: The New Dentist – 5/22/2018
• Pennsylvania Academy of General Dentistry PEAK group: Financial Planning Strategies for Dentists – 9/7-9/8/2018
• Patterson Dental: Patient Financing Options to Increase Case Acceptance – 9/26/2018
• UCS School of Dentistry: Your Roadmap to Successful Practice Ownership – 10/19/2018
• SDCDS New Dentist Seminar: Your Roadmap to Successful Practice Ownership – 11/21/2019

• Bachelors of Accountancy: University of California Santa Barbara

Director of Client Integration

Richard is the Director of Client Integration at PracticeCFO. Richard brings more than 15 years of accounting, finance, and technology experience to PracticeCFO. His precision helps PracticeCFO run without glitches and deliver a high quality service to our clients.

Richard began his career at Arthur Andersen, where he was responsible for offering a full range of accounting, tax planning, and business consulting experience. After his time at Arthur Andersen, Richard joined Oracle Corporation, a multinational technology company. At Oracle, he built a strong skill set in technology and financial modeling, a skill set that is proving quite valuable in PracticeCFO.

In his spare time, Richard enjoys playing golf, tennis, and spending time with his family. He also spends an inordinate amount of time obsessing over his beloved FC Barcelona soccer team, making yearly pilgrimages to Barcelona.

• Certified Public Accountant (CPA)
• Bachelors and Masters of Accounting: Arizona University

Director of Tax

David Knittel has been a dedicated CPA and tax expert for small businesses, dentists, and medical doctors since 2006. He has undergraduate and graduate degrees from the University of Arizona in finance and tax. He has extensive experience in completing corporate tax returns (both S and C Corps), partnerships, sole proprietors, and 1040s. He coordinates closely with our CFO Advisors to ensure their proactive tax planning decisions are properly reported and executed on the tax returns.

• Bachelors of Accountancy: University of San Diego

Director of Accounting

David began his financial career as a coordinator of payroll operations on a multi-state level. Most recently, David served as an analyst for a retail marketing company, managing sales campaigns with nationally recognized retailers. He integrates strong analytical ability with innovative reporting skills, bringing unique expertise to the valued clients of PracticeCFO.

David holds a Bachelor of Science in Accountancy from the University of San Diego. He is an avid fan of the Ohio State Buckeyes and Cleveland Cavaliers. On weekends he enjoys hiking and playing basketball.

• Certified Public Accountant (CPA)
• Series 65 Licensed
• Bachelor of Science in Accounting: San Diego State University

Director of Investment Services

Brandon Hobson CPA is the Director of Investments for PracticeCFO.

Brandon started his career as a Combat Engineer in the United States Marine Corps (2003-2007). After completing two tours in Iraq and 4 years of honorable service, Brandon used his military GI Bill to obtain an Accounting degree from San Diego State University. Brandon began his new career in Finance working for PricewaterhouseCoopers (PwC), the largest accounting firm in the country, performing audits of financial statements and internal controls for large public clients in a variety of industries. After PwC, Brandon went on to work for several public companies in the Southern California region, including CareFusion (medical device), Intuit (financial technology), and Bridgepoint Education (for-profit education). In these positions, Brandon developed a knowledge of reporting technologies, data analysis, and financial due diligence, all helpful in his role as Director of Investment Services.

Brandon has successfully passed the CFA Level I and CFA Level II exams.

In his spare time, Brandon enjoys spending quality time with his family (including two dogs), practicing yoga, and enjoying the outdoors.

Director of Operations

Who is Janine Leveille?  Janine has experience working for private high-net worth families and their businesses as an Executive Assistant, Business Manager, and General Manager etc.  She has a vast background in management and company development.  She worked as a manager for In-n-Out Burger getting to know the much loved owners and traveled to open many stores on the all-star team.  She also worked for a CA marketing takeover company that took her overseas for several months.  She has managed several top equine facilities and assisted in a professional show jumping barn.  Specifically, she has over 20 years of professional experience working in the Thoroughbred horse racing industry in both Kentucky and California. She has bred, raced and sold millions of dollars in Thoroughbreds. She managed several large equine portfolios for high-net worth families including management of a three-time Eclipse award winning farm on the West Coast.

What is Janine’s favorite part of her job at PracticeCFO?  Janine loves being a problem solver and the person behind the curtain.  She enjoys developing processes for the company and being a part of the growth of the business.  When someone says, there must be a better way?! … Janine gets to work!

What does Janine do when she is not on the job?  Janine is an avid yogi.  She found yoga in 2009 which greatly aided in her recovery from a very serious accident.  She is a certified RYT Power Yoga Teacher with over 250 hours of certification and continued education on her mat.  Her teaching emphasizes on yoga for athletics and injury recovery.  While she does not have much time to teach with her role at PracticeCFO she is blessed when the opportunity arises to share her journey with students.  Janine is a music lover, enjoys traveling, reading, and goofing off with her mini doxie Sealy.  She loves sports especially football (go Seahawks!) and horse racing.

What is something most people do not know about Janine?  7 is her lucky number.  It started as a young kids obsession that grew every time the number had a positive effect in her life.  To this day, every time she fills her gas tank up, the pump always ends in the number 7.  She became a yoga teacher after 7 years of personal practice.  She was PracticeCFO’s 7^th employee hired so now she is convinced her luck with the number 7 is solid.  She still has not won the lotto using the number but the future is bright.

• Certified Public Accountant (CPA)
• Bachelor of Science in Accounting: San Diego State University

Tax Senior

Maya, an accounting graduate from San Diego State University, began her career in financial services in 2013 with a prominent CPA firm in Los Angeles.  Her background mainly consists of auditing and taxation. Since 2016 Maya has been focused on taxation, her areas of expertise are in tax planning and compliance. Maya specializes in individual and business tax services.   Maya joined PracticeCFO to assist in the annual preparation of our clients corporate and personal tax returns.

In her free time Maya enjoys spending quality time with her friends, family and dachshund (She-brew National). Maya also enjoys running, going on weekend trips, and brunching.

• Bachelor of Arts in Communication Studies: UCLA

Office Manager

As Office Manager of PracticeCFO, Sydney is all about bringing the workplace to life. She skillfully balances administrative leadership with vibrance, culture and creativity.

After graduating from UCLA with a B.A. in Communication Studies, Sydney spent years working behind the scenes for independent fashion designers and a top ranked travel website. As her love for the arts blossomed, so did her broad and ever-evolving administrative skillset for small companies. Her experience working directly under CEO’s instilled in her a work ethic that is adaptable, quick-to-learn and always striving for the bigger picture.

Here at PCFO, Sydney manages the daily operations of the office with a little sparkle mixed in. She is the friendly face at the front desk that will greet you instantly and be happy to assist in however way she can. She also loves bringing the team together in ways that are fun, exciting and facilitate bonding.  She helps manage community service outings as well as team meetings, parties, events and more. And as a bonafide foodie, she always keeps the office stocked with delectable treats.

Being half-Japanese, Sydney grew up going back and forth between the US and Japan. This instilled the travel bug in her from a young age, and to this day still loves to get out and see the world whenever she possibly can. At 26, she has already been to 10 countries and 17 states. She hopes to keep both figures rapidly growing!

Lastly, Sydney’s favorite quotes stem from her two biggest sources of inspiration: music and fashion.

First is by Italian fashion designer Giambattista Valli – “Chic is when a woman is in harmony with herself.”

Second is the glorious chorus of Pink Floyd’s 1975 wonder – “Shine on you crazy diamond!”

Training Manager

Marissa has 15 years office managerial experience, 10 of which have been in the dental profession.  She has helped grow successful practices by keeping the day to day office operations running smoothly and efficiently.   We are excited to add her knowledge and experience to our team.  On her free time, Marissa enjoys crafting, decorating, and glamping with her family.

• Bachelor of Business Administration with a major in Business Management: Western New Mexico University

Administrative Assistant

One of her mottos is ‘Do not be stagnant in life because the world is not stagnant’. Kayla is always trying new things and taking the calculated risks.

• Bachelor’s in Business Administration: University of San Diego

Administrative Assistant

After working in different industries from retail to accounting, Liana discovered her passion for helping others to achieve their goals. She is excited to venture into a new opportunity in the world of finance. Becoming a mom of two, Liana started to believe in the power of positive thinking and learning from each mistake. Liana speaks 3 languages, enjoys photography, traveling, reading, and exploring new places with her family. One of her favorite quotes is “If you give up on your dreams, you won’t be living. You’ll be just surviving.”

• Bachelors of Economics | Accounting Minor: University of California, San Diego

Senior Accountant – Financial Statements

Prior to joining PracticeCFO,  Eric worked as an Accountant for a Hotel and Retail management company where he was responsible for handling the books for multiple entities and specialized in financial reporting, payroll, and sales and use tax.

Eric graduated from University of California, San Diego and studied abroad in South Korea due to his passion to travel and learning new cultures. He also enjoys running half marathons and hiking on the weekends.

• Bachelor of Science in Accounting: San Diego State University

Senior Accountant – Financial Statements

Ryan began his accounting career right after graduating from college and worked for a multitude of firms. For 5 years he focused mainly on the tax aspect and filled Corporate, Partnership and Personal returns for a variety of clients. While the tax side took priority, Ryan also prepared and tracked client’s books on a monthly and even daily basis. He managed to develop a sense of importance among the financials on how things would be translated to the tax return. He brings an assortment of skills to the accounting team and is looking forward to using and developing those skills.

In his free time Ryan can be found at a sporting event or watching a game while spending quality time with friends. Often times he heads over to the Los Angeles area as well to visit with family.

Senior Accountant – Financial Statements

Soledad has more than 20 years of experience in various fields of accounting and 5 solid years in IT.  Prior joining Practice CFO, she gained vast corporate experiences in manufacturing, mining, distribution, and in lending services type of industry. She enjoys reading novels from the spy-fiction, mystery, and thriller genre.

Her all-time favorite movie is the “Indiana Jones” series . She joined PracticeCFO to bring her knowledge and skills to our team, and to our clients.

• Bachelor’s of Science in Accounting – Azusa Pacific University

Senior Accountant – Financial Statements

Cameron has always valued efficiency as his key strength, with him having earned his accounting degree in only three years.  After graduating from college, he returned to work at the family restaurant as an assistant manager where he operated the oven and slicer.  After that, he worked as a staff accountant at a tax firm where he prepared hundreds of returns for both individual and corporate clients.

• Master’s in Accountancy – San Diego State University

Staff Accountant – Financial Statements

Jeremy graduated with his Master’s from San Diego State University in May 2019. Previous experiences include an internal audit internship at the San Diego Airport and an accounting internship at a start up biotech company located in San Diego. Jeremy is also working towards his CPA license having already passed Audit and Regulation of the exam.

In his spare time Jeremy enjoys paddle boarding when the weather allows it and gaming on his pc.

His current favorite games are overwatch and Borderlands 3.

• Bachelor of Business Administration with an emphasis in Accounting: San Diego State University

Staff Accountant – Financial Statements

Brandon interned at Dreams for Change Organization preparing tax returns for low-income individuals. He helped navigate and explain tax concepts and instructed clients on ways they could improve their tax returns. He enjoyed this internship because he knew that he was making a meaningful financial impact on people’s lives.

In his free time, Brandon likes to play Fortnite, hike, and learn to cook dishes on YouTube. He dedicates just as much time and energy to his family as he does his work and hobbies. Work hard! Play hard!

• Master of Arts in Teaching: Elementary Education – Kent State University
• Bachelor of Science in Physical Education: Physical Fitness Specialist – Kent State University

Staff Accountant – Financial Statements

Stephen began his career as a Fitness Specialist for Westfield Insurance and as a Graduate Teaching Assistant in the Exercise Physiology Department at The Ohio State University where he enjoyed teaching jogging and weight training. He went on to earn his teaching credential and taught 4th, 5th and 6th grades with the Conejo Valley and Fontana Unified School Districts. In these positions, he enjoyed the opportunity to positively impact the lives of his students. Stephen began a new career and entered the financial industry in 2002 with New York Life Insurance Company. He went on to earn his Property & Casualty License with the Progressive Corporation and worked in Lockbox with Sky Financial Group. Afterwards, Stephen went on to work for several companies including 24 Hour Fitness where he gained experience in payment allocation, multi-state payroll, accounts receivable, and analysis.

In his spare time, Stephen enjoys long distance running which he has continued since middle school cross country and track. He also loves the outdoors and has a passion for fitness and nutrition.