Overview
Traci is a principal in the Irvine, CA office. With more than 25 years of public accounting experience, she brings a wealth of audit and accounting, business consulting and transaction-related expertise to her clients with a strong focus on providing excellent client service and value.
Traci has worked with a wide variety of clients throughout her career with a primary focus on closely held manufacturing and distribution companies – family, private equity, and internationally owned. She also has significant experience working in the retail, especially franchisors, and professional services industries.
Traci is also an owner transition advisor in which she consults with owners on their business transition options and develops transition strategies for the business.
Traci prioritizes listening to her clients in order to provide proactive solutions utilizing the breadth of CLA’s resources.
Education
University of California, Los Angels - Economics, BS
California State University, Fullerton - Taxation, MS
In the community
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- International Humanitarian Missions
- Bruin Professionals - Orange County Chapter
- Women in Manufacturing - Los Angeles Chapter
- National Charity League - Rancho Irvine Chapter
- Greater Irvine Chamber of Commerce