Broker Check
Deborah Mack Roundtree, CPA, MBA

Deborah Mack Roundtree, CPA, MBA

Founder & CEO

Deborah Mack Roundtree, CPA, MBA established her accounting practice in 1990. The integrity and diligence associated with her CPA practice is a distinctive aspect in the 2001 formation of Macktree Financial Services.

Her qualifications and designations include:

PROFESSIONAL/EMPLOYMENT HISTORY

  • Certified Public Accountant - Macktree, L.L.C.
  • Registered Representative and Investment Advisor Representative at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC, respectively.

PROFESSIONAL CERTIFICATIONS AND LICENSES

  • Certified Public Accountant - Pennsylvania and New Jersey
  • Life, Annuity & Health Insurance Licenses - Pennsylvania, New Jersey and Delaware
  • AHIP Medicare Certification
  • Certified Long-Term Care Designation
  • FINRA Series 6
  • FINRA Series 63