Pamela received her BS in Accounting and Environmental Studies from Boston College in 2000. She then went on to obtain her MBA in 2006 from Saint Joseph’s University. She joined the firm in 2000. She specifically specializes in small to medium sized businesses in the area and individuals ranging from preparation of tax returns, tax planning to business consulting and preparation of financial statements. She has received her investment licenses to help further assist and respond to client needs. Tracey Wealth Management was founded to help better serve these need. Pam is married with two children and resides in Margate, NJ. She loves spending outdoors, camping, running, swimming, skiing, hiking and competing in triathlons.

Educational Background

• BS in Accounting and Environmental Studies from Boston College
• MBA from St. Joseph’s University

Professional Affiliation

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants

Professional Licenses

• NJ CPA
• Series 7 General Securities Representative
• Series 6 Investment Company and Variable Contracts Products Representative
• Series 66 Uniform Combined State Law

Richard T Galli, CPA (Rick) has been a Certified Public Accountant for 35 years. He has provided auditing, accounting, and tax services for small businesses, not for profit entities, and individuals at 230 Philadelphia Avenue, Egg Harbor City New Jersey for 34 years. He is the father of four children and grandfather of four. Rick is an avid sports fan to the Philadelphia sports teams.

Educational Background

• BS in Accounting- Ryder University- Lawrenceville, New Jersey

Professional Affiliation

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants

Professional Licenses

• NJ CPA

Frank has been working in the accounting profession for over 25 years. He specializes in taxation and tax planning for individuals, trusts, partnerships, S-Corporations and C-Corporations. He has been a resident of Ocean City since 1999. He has three daughters and a granddaughter. Franks hobbies include golfing, cycling and fishing

Educational Background

• BS in Business Administration – Accounting Temple University, Philadelphia, Pennsylvania
• MBA -Finance- Temple University, Philadelphia, Pennsylvania

Professional Affiliations

• New Jersey Society of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• Former Advanced Member of Healthcare Financial Management Association

Professional Licenses

• PA CPA

Pat is the Office Manager for both Tracey & Tracey Certified Public Accountants, LLC and Tracey Wealth Management Co. In addition to her duties as Office Manager, Pat is an Administrative Assistant to the accounting staff of Tracey & Tracey Certified Public Accountants, LLC. Some of her duties are processing tax documents, preparing financial statements, and servicing clients. Pat has been with the firm for over 12 years and has worked under Jim Tracey for the past 19 years. Pat is Series 6 (Investment Company and Variable Contracts Products Representative) licensed and is a Registered Assistant to the Investment Advisor Representatives on the investment side of our business under Tracey Wealth Management Co. Pat has been in the investment industry for over 20 years and is responsible for the preparation, processing, and servicing of all investment accounts. Pat is married and has three children.

Duy graduated from Stockton University in 2009 with a BS in Mathematics. Prior to joining the firm, he worked as a Comptroller for a high-rise condominium in Atlantic City. He is a certified Association Management Specialist (AMS) which showcases his experience in numerous aspects of association management and his dedication to the industry. Duy currently resides in Galloway with his daughter. In his spare time, Duy enjoys fishing and taking his daughter to various events in South Jersey.

Robin Pincus Shield has spent more than 35 years helping individuals and small businesses navigate their tax and accounting needs. She opened her practice in Linwood, New Jersey in 1988 and recently made the decision to join Tracey & Tracey, CPAs, where she continues doing what she enjoys most — building long-term relationships and providing thoughtful, dependable service.

A graduate of the University of Maryland, Robin has deep roots in the community. She has lived in Linwood for 39 years and truly understands the people and businesses she serves. Her husband, Tom, is a retired Margate firefighter, and family is an important part of her life. Robin is a proud mother of three and a grandmother to one, and she values the balance between her professional work and time spent with loved ones.