Tom Gregory Tracy

Mr. Tracy began his financial planning career in 1989 as a member of the Executive Financial Counseling group at Deloitte & Touche providing comprehensive financial planning for elite clientele.
At Deloitte, he also worked in the tax department acquiring broad expertise in individual income tax issues and planning.
Mr. Tracy was the first, post-founding professional employee of Kochis Fitz (now Aspiriant) in 1992 and became a principal of the firm in 1995.
Mr. Tracy earned a Bachelors degree in Economics from Chico State in 1983 and an MBA (Distinguished Student Award) in Finance from San Francisco State University in 1987.
He successfully completed the Certified Public Accountant (CPA) examination in 1993 and received the prestigious Chartered Financial Analyst credential in 1995.