Trace works with a broad range of individuals and families, helping clients navigate comprehensive financial planning, tax-efficient planning, and retirement planning.

He takes a solutions-focused and detail-oriented approach to planning, with work that is intended to provide clarity, structure, and confidence throughout the planning process.

Trace earned a B.S. in Accounting from Missouri Western State University. His background in tax planning and financial services supports a practical and analytical approach to helping clients pursue long-term goals.

Outside of work, Trace enjoys bodybuilding, restoring vintage trucks, spending time with family, and staying active outdoors.

Serving clients throughout Greensboro and the greater Triad area, including High Point, Winston-Salem, Jamestown, Summerfield, Oak Ridge, and Kernersville.