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Wealth Management
Dunham Associates CPAs
Confident, Competent and Caring




Rick D. Dunham, CPA, PFS

Rick started Dunham Associates, CPAs in 1996.  He continues to work with high net worth individuals and businesses here in Silicon Valley enjoying the dynamics of tax planning and business consulting.  Rick’s goal with his clients is to help them increase their net worth.  This goal is facilitated by gaining a thorough understanding of each client’s personal and business financial situation and aligning these interests to obtain their personal and financial goals.  Rick is an Enrolled Agent, Certified Public Accountant and Personal Financial Specialist.  As the managing partner of the firm, Rick oversees day to day decisions and activities of the firm and strategic planning of our future firm growth.  

Rick is married, lives in Morgan Hill, has 3 sons, grows grapes, makes wine and coaches Pop Warner Football

 
Rhonda Richards, CPA

Specializing in small business implementation, maintaining computerized accounting systems and performing 401k audits, Rhonda graduated from CSU Chico. She enjoys spending time "on-site" at client offices and acting as a company's financial manager.

Rhonda is on the finance and audit committee for the YWCA of Silicon Valley. She also chairs the ERISA Committee of the Silicon Valley San Jose Chapter of the California Society of CPAs and has served the Chapter as a chairperson of the Accounting Principles & Audit Standards Committee and is an active member

 
Grant Beech, EA

 

 grant@dunhamcpas.com

 

Grant has recently merged his tax practice with Dunham CPAs and brings with him 31 years experience of tax preparation and consulting with individuals and small businesses.  Grant also has experience in the fiduciary and estate tax fields. Grant started his business in San Jose in February of 1976, then grew it from scratch with referrals from satisfied clients.

Grant was born and raised in Portland Oregon and moved to the Bay area in 1963. He and his wife enjoy fly-fishing, (a former president of San Jose Fly Casters), he loves to play golf and can usually be found on the golf course when he is not in the office.

He sits on the board of two non-profit corporations, serves as treasure for St. Timothy’s Lutheran School and is a director in a charitable foundation and a trustee for several trust.

 

 

 
Mike Park, CPA

Mike specializes in individual and small business tax planning and preparation.  He also manages financial statement audits for both non-profit and for-profit organizations.  Mike is a graduate of the University of Oregon with a Bachelor of Science degree in accounting.  He is a member of the California Society of CPAs and is on the United Way audit review committee

 
Jasbir Sekon, CPA

Jasbir specializes in the preparation of business, individual, international tax returns, and audit representation. She holds a Master of Arts degree from Punjabi University of Patiala, India and Certified General Accountants' designation from Canada. Jasbir moved to the United States in 1995 and is working with the company since May, 2000. Away from work she enjoys spending time with her family.

 
Jon Mills,CPA

Jon is a graduate of the University of the Pacific.  Before joining Dunham Associates in 2001, he worked in the financial industry.  Jon specializes in small businesses and partnership taxation and accounting.  He enjoys building relationships with his clients and providing them with solutions.   He also manages and assists on 401k audits and financial statement audits of for-profit corporations.  In his free time Jon enjoys spending time with his family, playing golf, and working on home improvements.

 
Peter Wylie

Peter is a graduate of California State University Northridge.  As a finance major he started his career with American Express Financial Advisors, where he developed expertise in a broad array of financial planning topics.  Pursuing his interest in tax planning he joined Dunham Associates in January 2007.  He is primarily responsible for assisting with personal and corporate tax returns, 401(k) audits, and enjoys helping clients with a variety of service issues.

 
Cora Williams

Born in Denver, Colorado, Cora is generally the first smiling face you see as she manages the various firm administrative duties.

 
Jack Wedgwood

Jack is a graduate of the School of Industrial Management at Purdue University and received an MBA from Santa Clara University.  He worked in the electronics industry for 15 years, primarily dealing with financial management issues.  For the last 20 years he has worked with individuals on portfolio management and tax, estate and charitable planning.  

Jack is currently a Director of the Technology Credit Union and is Treasurer of the Bear Valley Residents, Inc., a homeowner’s association of a vacation home community

 
D. Rex Rousselot, ChFC

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. Presently, he is working as a Registered Investment Advisor and financial planner primarily focusing on the needs of high net worth clients.