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Description
National Association of Enrolled Agents
Board of Directors Meeting
Contributors
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Donald Rosenberg, EA
President
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David Tolleth, EA
President, NAEA
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Jerry Gaddis, EA
Immediate Past President
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Kathy Brown, EA
Kathy Brown, EA is an enrolled agent with over twenty-five years of experience. She is the founder of The Kat Company LLC, a year-round tax and accounting practice specializing in tax resolution and accounting messes.
A Kentucky native, Kathy received her Bachelor of Science in Accounting from Northern Kentucky University. Kathy currently serves on the Board of Directors for the National Association of Enrolled Agents and many of the association’s committees. She is a trustee of the National Association of Enrolled Agents Education Foundation.
In her spare time, Kathy coaches a team of middle and high school students ranging from ages eleven to eighteen. She has received several volunteer recognition awards from both her local community and school district.
Kathy resides in the small town of Sanders, Kentucky along with her husband, Lawrence and a little girl of whom you will often hear Kathy boast about. She is the proud parent of two grown children and grandmother of three grandchildren. And let’s not forget favorite human to her two furry friends, Franny and Vivo.
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Nancy Lyman, EA
Treasurer
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Lori Carpenter, EA
Director
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Mike Fioritto, EA
Director
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Kerry Freeman, EA
Director
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Jeff Gentner, EA
Director
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Tracey Ann Goordineer, CFP, EA, NTPI Fellow
Tracey has a decade of experience in the financial industry. She graduated from University of Georgia and went on to complete the Certified Financial Planner™ (CFP) program at Oglethorpe University. She recently completed her Master of Science in Social Work to support her passion for understanding the interplay between wealth, behavior, relationships, and emotions. Tracey is also an enrolled agent (EA) with the Internal Revenue Service. Tracey has completed the three-year program of the National Tax Practice Institute Fellowship through the National Association of Enrolled Agents (NAEA).
Tracey grew up in Atlanta and began her career in real estate. She later became a manager for a Fortune 500 risk management company. Desiring to provide comprehensive services for businesses and families, she transitioned into the tax, accounting, and investment management fields offering fee-only fiduciary advice to her clients. Having grown up working in several of her parents’ businesses and managing her own businesses, Tracey has gravitated towards working with other business owners to support their short- and long-term growth goals. -
Chris Hardy, CFP, EA, AIF, ChFC, CLU, NTPI Fellow
Chris Hardy is the founder and Managing Member of Paramount Tax and Accounting, LLC based in Buford, Georgia, just outside of Atlanta. He has previously served on numerous Committees and Task Forces at NAEA including Public Awareness, Bylaws and Governance, Executive Committee, Membership Committee, Nominating Committee, Social Media Administration Committee, Affiliate Agreement Task Force, Board Self-Assessment Task Force, as well as serving as a Board member from 2017 to 2021. Chris also owns Paramount Investment Advisors, Inc. which is a Registered Investment Advisory firm that provides financial planning and wealth management services.
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Lynn Jacobs, EA
Director
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Jake Johnstun, EA
Director
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Twila Midwood, EA
Director
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Robert Kerr, EA
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