Our Team
Tracy Iovino
Tracy Iovino, Client Service Coordinator
Tracy Iovino is an Executive Assistant to Partner Robert Paul as well as several other senior staff members. Tracy began her career at the firm in 1998 as a Tax Coordinator, bringing with her 14 years of experience. Since that time, she has held various positions in the firm including Tax Manager and Office Manager. Utilizing the experience gleaned from holdings these positions throughout her long-tenured career, Tracy excels at both creating internal efficiencies as well cultivating deep, long-lasting relationships with our clients.
Tracy lives with her children on Staten Island. In her spare time, she enjoys fundraising for local charities and travelling with family and friends.
We not only make the logistical processes of financial and tax planning as seamless as possible, but we also believe that the relationships we build with our clients are paramount to our joint success.
Experienced professionals
Helping clients realize their dreams through objectivity and personal accountability.