Meet Wes
Financial Keynote Speaker for Dentists
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Certified Financial Planner (CFP®)
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Certified Public Accountant (CPA)
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Series 65 Licensed
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Bachelors of Accountancy: Brigham Young University
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Masters of Accountancy: Brigham Young University
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Founder & CEO of PracticeCFO
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Founder & CEO of Practice Orbit
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Creator of Associates On Fire: Free Financial Education Platform for Dental Associates
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Host of The Dental Board Room Podcast
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Host of The Dental Practice Sale Podcast
Background
Wes Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners. He has been working with dental practice owners since 2007 to help them effectively manage their taxes, 401(k), debt, student loans, business budgets, personal financial planning, investments, and retirement planning
Earlier in his career, Wes 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, Wes joined the wealth management division of Moss Adams Wealth Advisors LLC. Wes worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets.
Prior to his professional experience, Wes 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