Rick Westerfield

For over 35 years, Rick has been successfully advising, counseling, and strategizing with business leaders and clients.

Rick helps clients cement their foundation for success and adapt to the ever-changing landscape in both the regulatory and financial environments.

Rick is adept at understanding, communicating, and implementing complex tax-related and advisory planning solutions and ideas in plain terms.

This enables his clients to quickly see best practices and navigate clear pathways to tax minimization and financial successes.