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, Wes was employed as a CPA for PriceWaterhouse and Seidman & Seidman. Wes is a CERTIFIED FINANCIAL PLANNER^TM, 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 in Accounting and a Master of Science in Taxation from Bentley College.

*Wesley Rickard is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Two Newton Executive Park, Suite 200, Newton, MA (617) 965-7777. QRGA is independent of Equity Services, Inc. CPA services are offered independent of Equity Services, Inc. Wes offers securities in the following states: Florida, Massachusetts, and Rhode Island. Wes is insurance licensed in Massachusetts.

CFP® and CERTIFIED FINANCIAL PLANNER^TM 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.