Tracy provides technical expertise to high-net-worth individuals and owners of closely held businesses in Northwest Florida. She has more than 30 years of experience in public accounting and represents sophisticated entrepreneurs in a variety of industries, including real estate, construction, hospitality, retail, and professional services.
As a certified valuation analyst (CVA), Tracy assists companies, their owners, and their legal counsel value closely held businesses for various reasons: business succession planning, potential sale, estate and gift transfers, litigation support, and goodwill impairment.
Tracy has served as chairperson for CRI’s Tax Education Committee. She has also written articles for the Florida Institute of Certified Public Accountants (FICPA) and has taught a variety of continuing education courses for CRI.
Tracy has served in numerous professional and civic leadership roles during her career. She is currently a director and the Audit & Finance Committee chairperson for Trustmark Corporation, a publicly traded, Southern region financial services company.
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
Chartered Global Management Accountant (CGMA)
Florida Atlantic University, Bachelor’s
University of West Florida, Master’s
500 Grand Blvd Ste 210 Miramar Beach, FL 32550