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Wes Read, CPA, CFP®

Visionary | CEO
  • Name: Wesley Read
  • Education & Experience: Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Series 65 Licensed. Bachelors and Masters of Accountancy at Brigham Young University
  • What I Do At PracticeCFO: CEO. Lead the development of the organization’s short- and long-term strategies and policies. Oversee quality throughout the company in how we serve our clients, ensuring our team follows our THRIVE principles of (1) Teamwork, (2) Highly Innovative, (3) Responsive, (4) Industry Experts, (5) Value Surplus to Clients and (6) Extreme Ownership.
  • Hobbies: Tennis, guitar/ ukulele, gym, kids sports, watching historical documentaries, unrelenting late-night binges on sourdough toast
  • An Interesting Fact About Me: I moved 14 times in high school without a military parent.
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