Qualifications

EDUCATION
BA Mathematics · University of Texas
MS Accounting · University of Texas at Dallas

CERTIFICATIONS
Certified Public Accountant, Texas
Notary Public

PROFESSIONAL ASSOCIATIONS
Estate Planning Council of North Texas Board Member 2023-2024 
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Dallas Estate Planning Council

MARKETS OF EXPERTISE
Energy, Professional Services, Entrepreneurs and Affluent Families and Individuals

SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance

Background

“Only a life lived for others is a life worthwhile” – Albert Einstein

Tracy has 17 years of experience in client relationship development and management and began her career in public accounting at Saville CPAs & Advisors in January of 2015.  Since then, Tracy has enjoyed working with Saville’s Energy and Professional Services groups, as well as building relationships with clients in a wide variety of industries. While she has gained proficiency in oil and gas and professional and family offices, her primary focus is and will always be developing and maintaining long-lasting client relationships. This allows Tracy to advise clients in a variety of consulting areas.

Outside the office, Tracy enjoys spending time with family and friends, traveling, going to concerts, and anything outdoors.