Chris Williams, CPA/PFS, CFP®

Wealth Advisor

Chris Williams, CPA/PFS, CFP®

Wealth Advisor

My Bio

Christopher J. Williams has over 15 years of experience in public accounting specializing in investment management, cryptocurrencies, partnerships, and high net worth individuals. Chris graduated from the Rutgers, the State University of New Jersey – Newark, in 2006 with a B.S. in Accountant and his Master of Science in Taxation in 2013. Before moving to Maryland in 2018 to join Kram, McCarthy, Ayers & Frost. Chris spent 12 years working in the New Jersey / New York Metropolitan with Rothstein Kass & Company (Merged with KPMG in July 2014), Deloitte Tax, and Citrin Cooperman in their investment management tax practices.

Chris is a licensed CPA in Maryland, New Jersey, and New York and a CERTIFIED FINANCIAL PLANNER™.   Chris is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJSCPA), and the New York State Society of Certified Public Accountants (NYSSCPA). Chris helps clients plan for new regulatory matters and consults with them on how to improve efficiency in identifying tax savings opportunities.

Other Team Members

Taylor Lewis-Costa
Director of Communications
Alexi Halavazis
Wealth Advisor, Chief Compliance Officer
Graham Mull, CFP®, MBA
Director of Qualified Plans, Wealth Advisor