Quick Links

Future NAEA Virtual Forums and Education Events

#EA2020 Advanced Representation Digital Forum
November 9 – 11, 2020

NAEA Tax Preparation Digital Course
December 2 – 4, 2020

NAEA Tax Preparation Digital Course
January 12 – 14, 2020

Tracey has a decade of experience in the financial industry.

She graduated from University of Georgia and went on to complete the Certified Financial Planner (CFP) program at Oglethorpe University. She recently completed her Master of Science in Social Work to support her passion for understanding the interplay between wealth, behavior, relationships, and emotions. Tracey is also an enrolled agent (EA) with the Internal Revenue Service. Tracey has completed the threeyear program of the National Tax Practice Institute Fellowship through the National Association of Enrolled Agents (NAEA).  

Tracey grew up in Atlanta and began her career in real estate. She later became a manager for a Fortune 500 risk management company. Desiring to provide comprehensive services for businesses and families, she transitioned into the tax, accounting, and investment management fields offering fee-only fiduciary advice to her clients.

Having grown up working in several of her parents businesses and managing her own businesses, Tracey has gravitated towards working with other business owners to support their short and longterm growth goals.