Rick D. Dunham, CPA, EA, PFS
rick @ dunhamcpas.com

Rick founded Dunham Associates, CPAs in 1996. His specialty is working with high net worth individuals and businesses here in Silicon Valley and enjoys the dynamics of tax and financial planning and business consulting. Rick’s goal is to help his clients increase their net worth and lower taxes. This goal is facilitated by gaining a thorough understanding of each client’s personal and business financial situation and assessing a variety of strategies to determine how best to obtain the clients’ personal and financial goals. Rick is an Enrolled Agent (EA), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). As the managing partner of the firm, Rick oversees day to day decisions and activities of the firm along with strategic planning for firm growth.

Rick and his wife and have 3 sons. He coaches Pop Warner Football and at his home in Morgan Hill he grows grapes and makes his own wine.

Mike Park, CPA
Partner
mike @ dunhamcpas.com

Mike started with Dunham Associates CPAs in January 2000. He 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 was born and raised in Hawaii, graduated from University of Oregon, and has lived in the bay area since then. He is a member of the California Society of CPAs and is on the United Way Audit Review Committee.

Jack Wedgwood
jack @ dunhamcpas.com

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

Jon Mills, CPA
Partner
jon @ dunhamcpas.com

Jon is a graduate of the University of the Pacific. Before joining Dunham Associates in 2002, he worked in the financial industry. Jon specializes in small business and partnership taxation and accounting. He enjoys building relationships with his clients and providing them with solutions to their individual needs. He also manages 401k audits and financial statement audits for our corporate clients. Jon was born and raised in San Jose and came back to the bay area after graduating from UOP. In his free time, Jon enjoys spending time with his family, working on home improvements, playing golf, and being outdoors. Jon is a member of the California Society of CPAs.

Jasbir Sekon, CPA
jas @ dunhamcpas.com

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 has been working with Dunham Associates since May, 2000. When not at work, she enjoys spending time with her family and traveling to India.

John W. Kirk, CPA
jkirk @ dunhamcpas.com

John joined Dunham Associates in 2012. Born and raised in Albuquerque, New Mexico, he graduated from the University of New Mexico with a degree in Accounting. He has over 25 years of experience with individual taxation and accounting for companies both large and small. John thrived in his own CPA practice for 10 years prior to joining the Dunham Associates Team. John currently serves on the Board of two non-profit organizations; Trustee of Golden Rule Lodge #479 F&AM, 2011 ~ present and Executive Board Member of the San Jose Masonic Hall Association where he serves as Treasurer since 2009 ~ present. He is also a member of AICPA, CALCPA, NM CPA Society. John is a former Football Referee for the Rocky Mountain Athletic Conference for 5 years prior to moving to California. He also has two children and two grandchildren in New Mexico that visit every summer. He also enjoys traveling and is an avid aviation enthusiast.

Chris Edgren, CPA
chris @ dunhamcpas.com

Chris graduated from Brigham Young University - Idaho with a degree in Accounting and emphases in International business and Portuguese. After graduation, Chris returned to the Bay Area and has worked for Gallina LLP and a local CPA firm, gaining knowledge of the construction industry, financial reporting, and business and individual taxation. Chris enjoys spending time with his wife and two daughters, and playing sports.

Grant Beech, EA
grant @ dunhamcpas.com

During 2007, Grant merged his tax practice with Dunham Associates CPAs bringing with him 32 years of experience in tax preparation and consulting with individuals and small businesses. He also has expertise in the fiduciary and estate tax fields. He started his business in San Jose in February of 1976, then grew it from scratch with referrals from numerous 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 (he is 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 a non-profit corporation, Peace-It-Together that deals with teen dating violence, and is a director in a charitable foundation and a trustee for several trusts.

Howell Hu, EA
howell @ dunhamcpas.com

Howell earned his Bachelor's Degree from University of California, Berkeley in 2004. Before Howell joined Dunham Associates, CPAs in January 2011, he worked for KPMG, Deloitte and a local CPA firm. He has extensive experiences working with top Fortune 500 companies such as Apple Computers, Intel, Micron, eBay, AECOM and Nike on tax compliance and consulting works. His experience includes managing two of world’s largest semiconductor clients with population of 200-500 individual expatriate/foreign national assignees. His skills include preparing and reviewing tax returns for individuals, corporation, expatriates, foreign nationals, representing clients in front of federal and state tax authorities, tax technical research, and tax technologies. Howell specializes in expatriate and foreign national taxes within our firm. He has the expertise in preparing hypothetical tax calculations for expatriates, international assignment cost projection, expatriate payroll forms (Form 673), foreign tax credit vs. foreign income exclusion optimization calculation, and dual status vs. nonresident vs. full year resident optimization calculation, and ITIN application, and foreign bank account forms (TDF-90.22-1). He also has the expertise in conducting tax assignment briefing (expatriates and foreign national) and interpreting income tax treaties.

D. Rex Rousselot, ChFC
rex @ dunhamcpas.com

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.

Robert Arne, EA

Robert Arne has worked on and off for Dunham Associates since 1999, assisting clients and staff with tax preparation and planning. He brings global perspectives to tax and financial advice with studies of economics, politics and history from UC Berkeley, Oxford and the University of Chicago. This Enrolled Agent loves to solve intellectually challenging problems of individual and business taxation and appropriate representation. As a teacher and financial planner who has endured the ups and downs of the market while running a private academy, he can understand client’s challenges and knows ways to assist them to ultimate personal and financial success.

Christina Temple
christina @ dunhamcpas.com

Christina joined Dunham Associates CPAs in 2010 bringing with her 15 years of private accounting experience. She specializes in onsite Controller duties for various companies as well as full service small business accounting from inception to reviewed financial statements. Christina also QuickBooks training for start-up companies. Christina studied at Santa Clara University and resides locally in Willow Glen. When not working, she enjoys spending time with her husband and 3 children.

Kelly Dunham, Special Projects, Events Coordinator
kelly @ dunhamcpas.com

A Bay Area native, Kelly attended Los Gatos High School. She has been an integral part in the growth of Dunham Associates since its inception by continually supporting the administrative team, particularly during tax season. Aside from the administrative work Kelly handles, she also takes care of a variety of Special Projects and is the Dunham Associates Events Coordinator.

She and her husband, Rick, live in Morgan Hill with their three active boys. She serves as the Treasurer of Morgan Hill Pop Warner and when she’s not working at Dunham Associates, she stays very busy with the boys’ numerous activities

Shelly Shisler
shelly @ dunhamcpas.com

Shelly, a San Jose native, came on board with the Dunham team as an administrator in December 2009 after a 24 year stint running her own contracting firm. Her background brings a wealth of administrative, organizational and customer service knowledge to our firm.

In her free time she enjoys drawing and painting, home improvements, working on cars, gardening, reading and hiking. She also loves spending time with her two adult children.

Linda Moffitt
linda @ dunhamcpas.com

Linda was born and raised in the bay area. She currently is living in Morgan Hill with her husband and two children. She joined Dunham Associates in July 2009. She works hard as an Administrative assistant and in meeting the needs of the clients. In her free time she enjoys spending quality time with her family.