To further our passion of providing impact opportunities and tax advantaged investments to high-net-worth investors and family offices, we have assembled a team with the expertise necessary to develop and manage opportunities from start to finish.
Don Deans was a Tax Consultant and Strategist who supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for more than 20 years. Don earned a 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. In 1996, Don joined the financial services sector. Don was a nationally recognized speaker, published author, and thought leader in the accounting and finance communities. His guidance was sought out by the Journal of Accountancy, Hartford Business Journal, and statewide CPA magazines in Connecticut, Georgia and North Carolina. Don was a member of the American Institute of Certified Public Accountants (AICPA), NC Association of CPAs (NCACPA), New York State Society of CPAs (NYSSCPA), California Society of CPAs (CalCPA), and the Georgia Society of CPAs (GSCPA).