(609) 927-9305 info@traceycpas.com

Our Team

Tracey & Tracey Certified Public Accountants

Pamela A. Tracey

CPA, MBA – Partner

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 Affiliations

  • 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

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 Budzilowicz

CPA,MBA

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

Professional Licenses

  • PA CPA

Pat Triboletti

Office Manager

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.

Anh-Duy Lai

Staff Accountant

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.

Susan Kennedy

Administrative Assistant

Laura Peek

Administrative Assistant

Richard, Frank, Anh-Duy, Susan, and Laura are not affiliated with Kestra IS or Kestra AS

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC.

Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. 

Tracey Wealth Management is not affiliated with Kestra IS or Kestra AS.

© Tracey and Tracey Certified Public Accountants, LLC

Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.

All Rights Reserved.

Tracey & Tracey Certified Public Accountants, LLC

327 Central Ave #101, Linwood, NJ 08221, USA

 

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