W. Dean Karrash CPA, CFP ®
A veteran of the financial services industry, with over 30 years of experience, Dean has been both a leader and advisor to a number of businesses that have transitioned through significant philosophical and ownership changes. Many of these changes also included capital transactions that resulted in the generation of significant shareholder value for all parties. Through serving as CEO and CFO to several financial services firms, and successfully leading these organizations, Dean developed the ability to identify and uncover value and uses many of these financial skills to advise his clients on a variety of investment- related topics.
As a financial advisor, Dean often finds himself working with clients who are in transition. In particular, he often works with clients who are in the process of selling their businesses or who are transitioning to retirement. In particular, Dean has helped many clients plan for and manage the wealth they receive once their business is sold, evaluate and analyze lump sum benefits associated with pension distributions, and develop strategies for handling stock option plans. As both a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®), Dean is uniquely qualified to help clients develop and implement creative and sound investment strategies and approaches that are mindful of each client’s particular needs, goals, and circumstances.
Before joining Burke Lawton Brewer & Burke in 2004, Dean was the President and CEO of Rutherford, Brown & Catherwood, LLC and Chief Financial Officer of Walnut Asset Management, LLC. He also served as Vice President of Finance for Lincoln Investment Planning, Inc. and was a Senior Manager with Pricewaterhouse Coopers (formally Coopers & Lybrand), where he provided auditing and consulting services to many well-known financial services firms and mutual fund companies, including Goldman, Sachs & Co.
Dean is a graduate of Temple University’s Fox School of Business Executive MBA program and Pennsylvania State University where he obtained a B.S. in Accounting. Dean also has a longstanding history of service to the community and the financial services industry. He currently serves on the Board of Trustees for The Cedarcrest Charitable Foundation. Over the years, Dean has served on numerous boards and securities industry committees, including as a member of FINRA’s Small Firm Advisory Board, and as a member and Chairman of FINRA's District No. 9 Business Conduct and Nominating Committees. Dean currently is a member of FINRA's Financial Responsibility Committee. He is also a past board member of the Dance Theater of Pennsylvania.
Dean and his wife, Maria, are the parents of two teenage children.