Dean Williams, CPA, CFP^®

Senior Advisor

Dean specializes in comprehensive tax and wealth planning for individuals and families. He helps clients navigate year-over-year individual income tax dilemmas, think through the implications of lifetime wealth transfer decisions, or dive into compensation and benefit packages.

Dean joined SBK in 2018 and brings over 10 years of prior industry experience. He was drawn to the firm because of its client service model and integrated approach to wealth management. Dean holds a B.S. in Business Administration & Accounting from Washington & Lee University and an M.S. in Accounting from the University of Virginia. He is a member of the Estate Planning Council of Richmond.

Away from work, Dean and his wife, Allie, enjoy raising their two sons, Gus and Peter.