Dean Williams, CPA
Senior Tax Advisor
Dean specializes in comprehensive tax and wealth planning for individuals and families. He enjoys discussing different planning alternatives with clients with an eye towards managing taxes along the way. He helps clients navigate year-over-year individual income tax dilemmas, think through the implications of lifetime wealth transfer decisions, or analyze the sale of an asset.
Dean joined SBK in 2018 and brings over 10 years of industry experience. He was drawn to the firm because of its client service model and integrated approach to wealth management. Prior to joining SBK, Dean worked with high-net worth individuals at Mitchell Wiggins, Heritage Wealth Advisors and Silvercrest Asset Management Group.
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 AICPA, the VSCPA and the Estate Planning Council of Richmond. Away from work, Dean and his wife enjoy raising their son—who is attached at the hip to his golden retriever/big brother.