Dean Williams, CPA, CFP®

Partner and Senior Advisor

Dean specializes in comprehensive tax and wealth planning for individuals and families. What that looks like comes in many different shapes and forms. He helps clients: evaluate lifetime wealth transfer decisions, dive into their compensation and benefit packages, re-think family business strategies and navigate year-over-year individual income tax dilemmas.

Dean joined SBK in 2018 and has over 15 years of industry experience. He was drawn to the firm because of its team-oriented 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, can be found running around town with their three children: Gus, Peter and Lucy.