Meet Wes

Background

Wes Read is a CPA, Certified Financial Planner™, and Registered Investment Advisor. He began his career in Big 4 accounting at Ernst & Young LLP, where he built a strong foundation in financial strategy and analysis. In 2009, Wes discovered his love for working with individuals rather than large corporations and chose to focus exclusively on one group: practice-owning doctors. In short order, Wes started PracticeCFO.  

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Wes built PracticeCFO to give doctors access to the kind of financial leadership that large corporations enjoy—a Chief Financial Officer, or “CFO”. Wes believes that with this level of financial guidance, practice owners could improve their business performance, accelerate personal financial independence, and experience greater peace of mind.

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Today, every client of PracticeCFO works with their own dedicated “CFO Advisor”. The CFO Advisor becomes thoroughly familiar with the doctor’s business and personal finances. As a part of the CFO service, PracticeCFO manages the accounting, tax, and payroll for the doctor. These CPA services are essential. They give the financial X-rays needed for our team to clinically treatment plan the doctor’s financial needs.  By integrating the CPA services with the financial planning services, Wes and his team make a substantial impact in improving the financial condition of their clients.

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Wes earned both his bachelor’s and master’s degrees in accountancy from Brigham Young University, one of the nation’s top-ranked accounting programs.