Meet our team of experts, backed by a strong network of advisors, thought leaders, innovators, and due diligence experts.
We understand how difficult it can be to navigate the complex world of tax issues, challenges, and strategies. Each member of our team is dedicated to informing, educating, and empowering our clients through every stage in their journey.
Managing Director and Tax Strategist, CPA, PFS
Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.
He began his career at Haskins & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990.
Don is a nationally recognized speaker, published author, and thought leader in the accounting and finance communities. His guidance has been sought out by the Journal of Accountancy, Hartford Business Journal, and statewide CPA magazines in Connecticut, Georgia and North Carolina. Don is a member of the American Institute of Certified Public Accountants (AICPA), NC Association of CPAs (NCACPA), New York Society of CPAS (NYSSCPA), and the Georgia Society of CPAs (GSCPA). You can find his articles published by the Georgia Society of CPAs at www.gscpa.org.
Don resides in Charlotte, NC with his wife Kim and their three children, Will, James and Lauren. He also has three adult daughters, Mary Kathryn, Elizabeth, and Rebekah, as well as five grandchildren. Whether pursuing a thorough due diligence review before recommending a new product for a specific tax obligation, or dancing the night away at a Hornets game, Don Deans goes beyond what is comfortable to get the job done – all while enjoying life and the people he meets.
Will graduated from University of North Carolina at Charlotte majoring in Economics. Immediately after graduation, Will entered the financial services industry.
Will primarily works with clients who have needs for tax strategies. His expertise is working with conservation easement partnerships. Will has FINRA licenses series 7 and 66, as well as Life and Health Insurance licenses.