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:
- 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