Tracie has over 25 years of experience servicing the accounting and tax needs of high net worth families. Tracie worked with KPMG from 1985 to 2005, most recently as a tax partner in the Personal Financial Planning group for their Atlanta office. Tracie spent two years in KPMG's Washington National Tax Practice where she served as a technical resource for the firm in individual income tax, trust, gift and estate tax matters. Tracie is a frequent speaker and author on tax and personal financial planning issues. Worth Magazine and Mutual Funds Magazine have recognized Tracie as one of the nation’s leading financial advisors. Tracie is on the board of the John Marshall Alumni Association and a member of the Atlanta Council for the University of Florida Foundation. She is a past member of the Partnership Against Domestic Violence board, the YMCA Technical Advisory Committee, and the Red Cross Planned Giving Committee.
- John Marshall Law School – Juris Doctor
- University of Florida - Masters of Accounting
- University of Akron - Bachelor of Science in Accounting
- American Institute of Certified Public Accountants - Member and Personal Financial Specialist (PFS) designee
Kevin specializes in income tax planning and compliance; stock option planning; retirement and cash flow planning; as well as trust and estate planning. Kevin worked with KPMG from 1994 to 2006 and was most recently a Senior Manager in the Personal Financial Planning group for their Atlanta office.
- Fairleigh Dickinson University - Master of Business Administration in Accounting
- Fairleigh Dickinson University - Bachelor of Science in Accounting
- American Institute of Certified Public Accountants - Member
- Georgia Society of CPAs - Member