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 needs.

Pam is active in the community and also has an appreciation for the outdoors and a healthy overall lifestyle. Her interests include skiing, running, biking, swimming and crossfit. She has been involved with the local Big Brothers Big Sisters Organization and the Gilda’s Club of South Jersey.

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

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.

Maria E. Koelling

CPA, MBA

Maria has over 20 years of public accounting experience. She has been a Licensed Certified Public Accountant in the State of New Jersey since 2003. Her experience includes individual and business tax preparation, payroll and sales tax filings, and financial, operational and compliance audits. She has been serving as the Business Administrator for the non-profit Linwood Nursery School since October 2010.

Maria grew up in Springfield, New Jersey and spent her summers in Ocean City. She currently resides in Northfield with her two sons. She enjoys the beach and any outdoor activity from bike riding to watching her boys sporting events.

Educational Background

  • BS in Business & Marketing- Philadelphia University, Philadelphia, Pennsylvania
  • MBA from Fairleigh Dickinson University, Madison, New Jersey

Professional Affiliations

  • New Jersey Society of Certified Public Accountants

Professional Licenses

  • NJ CPA

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.

Danielle Lyons

Administrative Assistant

Danielle Lyons joined us in 2016 as an administrative assistant. Danielle’s touch can be found in many aspects of Tracey & Tracey CPAs’ operations. Her duties at the firm range from the property management and bookkeeping for several companies to processing tax returns and marketing solutions. She relishes in the ongoing opportunities to learn, grow and fulfill a variety of needs in our busy CPA firm.

Danielle was born and raised in Philadelphia, Pennsylvania. She currently resides in Seaville, NJ with her husband and two children. In her spare time, Danielle enjoys going to the beach and dining at local restaurants.

Maria, Anh-Duy, and Danielle 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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