Wesley H. Rickard
Wesley H. Rickard specializes in estate planning, corporate and individual taxation and Medicaid planning. He has 30 years of experience – 20 of them as a principal in the firm.
Before QRGA, LLP, Wes was employed as a CPA for PriceWaterhouse and Seidman & Seidman. Wes is a CERTIFIED FINANCIAL PLANNER™, a Personal Financial Specialist designated by the American Institute of Certified Public Accountants, and an insurance broker. He also holds a registered representative securities license.*
He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants and the National Academy of Elder Law Association.
A golfer and home theater devotee, Wes holds a Bachelor’s Degree in Accounting and a Master of Science Degree in Taxation from Bentley College.
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.