Prior to joining Cerity Partners, Tracey was a Tax Partner with Karsten Advisors. She began her career with a local CPA firm in the general services department. This position allowed her to obtain skills in tax planning and compliance, and the ability to read financial information, explore unusual trends, and assist clients in making decisions to improve their businesses. With this experience, she became a Partner in the CPA firm of Wilson & Wood, PC. Once her partner left the practice, Tracey continued to provide services to her loyal clients with her own CPA firm, Wood-Sanford, PC, which merged with Karsten Advisors in 2015.
Tracey earned her Bachelor of Business Administration from Texas Wesleyan. She has been practicing as a Certified Public Accountant for more than 20 years.