Our success is dependent upon the collective effort and intelligence of each of our team members.
Cecily Welch, CPA, PFS, CFP®
Senior Tax Manager
E-mail Cecily
Whether it’s pursuing her philanthropic passions or interpreting her clients’ goals into financial action, reaching out to others is Cecily’s credo.
Cecily demystifies complex financial issues for clients so they can make informed decisions. This has earned her a reputation as “the accountant I can understand” and a repeat gig on Atlanta radio, WCLK’s Minding Your Money.
Life events can throw you, women who are newly divorced or widowed need a tax advisor who is able to walk them through the complexities in "English", not jargon. Cecily is this person.
Licensed as a CPA in both Illinois and Georgia, Cecily has more than 16 years of experience as a certified financial planner and a public accountant with PricewaterhouseCoopers in Chicago and most recently, Bennett Thrasher in Atlanta.
Cecily earned a Bachelor of Accounting from North Carolina A & T State University and an MBA from the University of Wisconsin–Madison.
Professional Experience
- Tax Planning for S-Corporations and Partnerships
- Personal Financial Planning for Individuals
- Tax Planning and Income Tax Projections
- Trust and Estate Planning/Compliance
- Retirement Planning
- Investment Planning
- Insurance Planning
- Cash-Flow and Budget Analysis
Affiliations & Associations
- IRS Advisory Council – 3 yr. appointment (IRSAC) – The IRSAC meets regularly to advise the Commissioner of the IRS and key IRS group leaders on how to effectively administer the tax system.
- American Institute of Certified Public Accountants (AICPA) - Tax and Personal Financial Planning Sections
- Georgia Society of Certified Public Accountants (GSCPA) - Estate and Financial Planning Sections
Awards
- Chayil, Inc. – Butterfly & Ally Honoree – 2010
Although Cecily enjoys working with numbers, she finds balance by pursuing her philanthropic passions. She and her husband enjoy supporting various arts organizations including dance, theatre, and the martial arts.
Community Involvement
- 2009 Destiny Fund Class, Atlanta Women's Foundation
- Treasurer, VOX Teen Communications, Inc.
- Former Board Member, CityDance, Inc.
- Former Board Member, Choices Matter Development Foundation, Inc.
- Member, Alpha Kappa Alpha Sorority, Inc.
- Lifetime Member, National Black MBA Association
