Before you chose a financial advisor, you need to know if they are certified, experienced, and respected by their colleagues. Here is the information about Tracy.
Tracy is a Certified Public Accountant (CPA) with certifications in divorce and financial specialties. During her 30 years as a CPA, Tracy has developed the ability to identify the crucial issues, explain the effects of choices, and offer alternative solutions to her clients' concerns. She has the answers to the questions you didn't know to ask.
Tracy started her CPA career with six years at Peat, Marwick, Mitchell & Co. (KPMG) eventually forming her own CPA firm in divorce financial consulting.
She is respected by her professional colleagues. She was a member of the Executive Board and Treasurer of the 28,000-member Texas Society of Certified Public Accountants (TSCPA) and she was a member of the Board of Trustees of the Collaborative Law Institute of Texas. She was twice elected chair of the Brazos Valley chapter of the Texas Society of CPAs. She is on the board of the Brazos County Dispute Resolution Center.
Tracy has published articles. The articles have been published by Today's CPA, Collaborative Law Institute of Texas newsletter, Divorce Magazine, Bryan/College Station Eagle (newspaper), Texas Realtor, MommaSaid.com, iParenting.com, and she was featured on in a cover article in CPA Magazine. She is a contributing columnist for the AICPA Wealth Management Insider e-Newsletter and she has a monthly column in the Bryan/College Station Eagle. She speaks on the complex issues of divorce financial planning at continuing-education seminars for lawyers and fellow CPAs.
Tracy In The News. Tracy is often interviewed by reporters for national publications web sites. She has also been interviewed on radio and television programs.
She helps individuals and couples with financial issues in divorce. Tracy helps individuals and couples facing divorce via online and in person. Her face-to-face clients are in the greater Houston area and Bryan/College Station. Tracy knows many family law attorneys in Texas and can help you find an attorney to meet your needs.
Tracy is an Active Member of Five Professional Societies
- American Institute of Certified Public Accountants AICPA April 1987.
- Texas Society of Certified Public Accountants since December 1990.
- Collaborative Law Institute of Texas since August 2003.
Tracy's has Certifications And Licenses In Five Professional Specialties
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Financial Planner® professional (CFP®)
- Certified Divorce Financial Analyst (CDFA)
- Certified in Financial Forensics (CFF)
Tracy's Resume (253 kilobyte PDF document)