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Collaborative Partnerships

That Offer a Unique Advantage

Developing Tax Strategies Together

We often coordinate with other professionals such as attorneys and CPAs in order to develop strategies that benefit our mutual clients. You’ll likely appreciate the convenience of having your tax and accounting professionals in the same location as your financial advisors.

Tracy Jones, CPA

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With over eighteen years of accounting and audit experience, Tracy Jones is uniquely qualified to serve individuals and small businesses with a comprehensive offer of accounting and financial services.

Tracy Jones earned her bachelor's degree in business administration from Stephen F. Austin State University and a master's degree in professional accounting at the University of Texas at Arlington. She became a Certified Public Accountant in the state of Texas in June of 2000. With eight years of experience in public accounting and seven years of experience in the private sector Tracy is accustomed to working with various businesses and industries. She is also a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the National Society of Accountants.

She has been married to Jack Jones, ChFC, CFP® for 20 years. Together, they have two boys who are the joy of their lives in Houston, Texas.

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The individuals listed on this page are not registered through or affiliated with Triad Advisors or Osaic Advisory Services.