Dennis Williams Jr

When Dennis’s 10-year-old asked what he does for work, the simple answer was, “I help my clients make money.” But the real work goes far deeper. Clients rely on him to connect their present circumstances with their future goals—bringing together taxes, estate planning, asset allocation, debt management, and lifestyle priorities into a clear, cohesive strategy.

For more than 14 years, Dennis has served as a personal CFO for the individuals and families he supports. With a degree in Finance and a background in comprehensive planning, he understands both the technical nuances of wealth management and the relationship-centered approach required to guide clients through life’s most meaningful financial decisions.

Outside of work, Dennis can often be found in the kitchen perfecting a recipe, on the tennis court, or keeping up with the busy rhythm of his sons’ and family’s activities. Life is full—and he’s grateful for it.