• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP®)
• Series 65 Licensed
• California Licensed Real Estate Salesperson
• Masters of Business Administration: UCLA
• Bachelors of Psychology: Harvard

CFO Advisor

Greg Maravilla CPA is a CFO Advisor for PracticeCFO, acting as a direct point of contact for our valued clients. He coordinates the assets of our firm to help deliver actionable financial advice and information to clients.

Greg spent over 20 years in corporate accounting and finance for both publicly traded and privately held companies. Most recently he served as Chief Financial Officer (CFO) of a national lending company for 5 years. During his career, he has raised over $475MM in debt and equity capital, reported to Boards of Directors, ran full-cycle accounting departments, managed audits, led software conversions and upgrades, and constructed multi-year capital and operating budgets.

Speaking Engagements

• Harbor Dental Society: The Business of Dentistry – 2/8/17
• ADEC, Portland, OR, 7/13-14, 2017
• California Dental Association (CDA): 5/18-19/2018 (Anaheim)

• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP®)
• Series 65 Licensed
• Bachelors of Accountancy: Brigham Young University
• Masters of Accountancy: Brigham Young University CEO/CFO Advisor

Wesley Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in practice owners. Wesley has been working with practice owners since 2007.

Earlier in his career, Wesley had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country.After his time with Ernst and Young, Wesley joined the wealth management division of Moss Adams Wealth Advisors LLC. Wesley worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets.

Prior to his professional experience, Wesley received a bachelor and master degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.

Speaking Engagements

• Coachella Valley Dental Society – 12/09/2014
• Patterson Training Center – San Diego: 02/12/15
• Western University – 3/19/2015
• Loma Linda University – 04/20/2015
• Harbor View Dental Society – 06/24/2015
• Mission Viejo Study Club – 08/20/2015
• San Diego Dental Society – The New Dentist Group: 08/27/2015
• CEREC30 – 09/18/2015
• Denistry Success Series – Las Vegas: 10/23/2015
• Pennsylvania Academy of General Dentistry – Cancun Mexico 1/28/16-1/30/2016
• Orange Country Dental society – Irvine 2/2/2016
• Harbor View Dental Society – 2/17/2016
• NCOFSC Dental Fest – San Diego – 3/10/16
• California Dental Association (Wells Fargo Corporate Forum) – Anaheim 5/12/2016
• San Diego VA Clinic Dental Seminar – 5/26/2016
• San Diego Advanced Study Club – 9/13/2016
• Orange County Dental Society – Newport Beach 10/4/2016
• SDC Dental Society: The New Dentist – 11/10/17
• Patterson EDU: Building a Successful Dental Practice. With Michael Gerber – 11/17/2016
• Harbor Dental Society: The Business of Dentistry – 2/8/17
• Western University – 3/16/2017
• SFV Dental Society: The Business of Dentistry – Woodland Hills 3/23/2017
• Dental Mastermind: Business of Dentistry – Burkhart 4/8/2017
• San Diego VA Clinic Dental Seminar – 5/18/2017

• Certified Public Accountant (CPA)
• Series 65 Licensed
• Bachelors of Accounting: The University of Connecticut

CFO Advisor

Paul Lipcius CPA is a CFO Advisor for PracticeCFO, acting as a direct point of contact for our valued clients. He coordinates the assets of our firm to help deliver actionable financial advice and information to clients.

Earlier in his career, Paul worked with Pricewaterhouse Coopers, the largest accounting firm in the country, performing audits of financial statements and internal controls for large public clients in a variety of industries. Additionally, Paul worked with RSM McGladrey in their transaction advisory services division where he completed buy-side advisory services for private equity clients including due diligence on acquisition targets. This background has given him the ability to analyze and understand the financial health of a business and provide CFO-based guidance to help clients strengthen their financial position.

Paul is a diehard LA Rams fan and spends his spare time rock climbing, surfing, and playing with his dog, Scout.

• Certified Public Accountant (CPA)
• Series 65 Licensed
• Bachelors of Accounting: Appalachian State University
• Bachelors of Finance and Banking: Appalachian State University

Drew Phillips CPA is a CFO Advisor for PracticeCFO, acting as a direct point of contact for our valued clients. He coordinates the assets of our firm to help deliver actionable financial advice and information to clients.

Earlier in his career, Drew worked with Dixon Hughes Goodman, a top national public accounting firm, where he assisted private equity clients assess the financial health and viability of potential acquisition targets. During his time in transaction advisory he completed buy-side advisory services across a variety of middle-market industries. This background has given him the unique ability to analyze and understand the financial health of a business and provide CFO-based guidance to help clients strengthen their financial position.