Kevin Q. Williams, MBA, CPA/PFS, CFP®

A Certified Public Accountant for more than three decades, I believe that most people also need help making smart decisions to achieve their income and retirement goals as well as leave a lasting legacy. I am committed to providing and implementing prudent, integrated, and personalized solutions which address the major concerns of clients.

After completing my B.S.B.A. in accounting and finance and M.B.A from Oklahoma State University, I earned the Personal Financial Specialist designations from the American Institute of Certified Public Accountants, as well as my Certified Financial Planner™ certification. I am a member of both the AICPPA and the Maryland Association of Certified Public Accountants (MACPA).

My wife Carrie and I live near Annapolis, an area rich in beautiful landscapes, history, and cultural opportunities. Since each of our sons played a different sport, I learned to catch sliders, throw and catch lacrosse balls, and hit overheads. When one of my sons started playing rugby, he was on his own. And that was good, too! 

With the children out on their own, I have taken up running marathons. While I don’t particularly care for the actual marathons, I do like the training. It requires a lot of discipline, and when I go off-course, I am going to feel it. There are many similarities between marathon training and financial planning – some variables you can control and others not so much.  

I also enjoy volunteering and supporting various local and international charities. On the local level, I volunteer/support the local food pantries and my church. I am also a member and a past president of our local Kiwanis Club. 

My business and outside activities work together to keep me grounded.