Stein K. Agee

Managing Member

Stein started his accounting career in 1996 as an intern with AgeeFisherBarrett, LLC. In 2000 he joined the Firm full time in the Audit Department. He became Director of Operations in 2003, Partner in 2007 and assumed the role of Tax Services Partner in 2009.

Stein provides accounting and attestation, tax and consulting services within the AgeeFisherBarrett auditing and tax departments. His experience spans an array of industries, such as insurance, automobile and heavy equipment dealerships, manufacturing and many others. Stein oversees all of the Employee Benefit Plan audits, as well as the tax services which correspond to those ERISA audits. At AFB, he is responsible for overseeing general operations of the Firm, human resources and technology, as well as client relationships.

Stein was an Eagle Scout as a young man, then received his Bachelors degree in Accounting and Finance from Indiana University’s Kelley School of Business in 2000. Some of his professional affiliations include The American Institute of Certified Public Accountants (AICPA), Georgia Society of Certified Public Accountants (GSCPA), Society of Financial Examiners (SOFE) and the Insurance and Accounting Systems Association (IASA).

Corey T. Agee, CPA

Managing Member

Corey has over 10 years of experience in public accounting in a variety of industries including manufacturing, automobile and heavy equipment dealerships, construction contractors, technology companies, software companies, finance and insurance, real estate, service firms, restaurants, not-for-profits as well as many other diverse industries.

Corey manages the Audit department for the Firm and also shares his time with the Tax Department, performing tax planning for corporations and individuals, estate planning, working in conjunction with financial advisors, tax work for retirement plans plus corporate and individual tax returns. Corey also spends a great deal of time consulting clients on various transactions and is known for his ability to help clients close business mergers, acquisitions, sales as well as various other transactions.

Corey was born and raised in Atlanta, Georgia prior to attending and graduating from Indiana University. Corey is an experienced yachtsman and enjoys spending time on the water on his boat when not at work. Corey is a member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA), and the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC). Corey currently serves on the Finance Committee of the Dunwoody Chamber of Commerce.

Tracy D. Barrett, CPA

Managing Member

Tracy has over 17 years servicing clients in a wide range of industries including Insurance, Financial Institutions, Real Estate & Construction, and Service industries. Tracy’s primary focus is tax compliance and consulting services for insurance related products including premium finance and life settlement transactions. Tracy is well known internationally for his expertise and no nonsense approach to effectively handling complex tax and compliance issues within the premium finance and life settlement community.

In addition to serving as Managing Member, Tracy heads up AFB’s Insurance Group. Tracy’s duties as Director of the Insurance Group, includes overseeing all regulatory examination work performed on behalf of Departments of Insurance. Companies examined primarily include traditional property and casualty insurance companies, captives, self-insured workers compensation funds, life insurance companies and health maintenance organizations.

Tracy graduated cum laude with a Bachelor of Business Administration in Accounting from the University of Georgia in 1994. He is an avid golfer and an active member of the Georgia Society of Certified Public Accountants (GSCPA), the American Institute of Certified Public Accountants (AICPA), Life Insurance Settlement Association (LISA), the Society of Financial Examiners (SOFE) and the Insurance Accounting and Systems Association (IASA).

William S. McCarthy, CPA

Tax Manager

Bill joined AgeeFisherBarrett, LLC in September 2009 in the Tax Compliance and Advisory Department. Bill has over 29 years of public accounting experience with firms located in Georgia and Pennsylvania in providing tax compliance, representation before the Internal Revenue Service and state tax agencies, and advisory services to a wide array of tax entities operating in the healthcare, real estate, transportation, trucking brokerage, wholesale, retail, hospitality and professional services industries. He has additional experience consulting with clients operating in U.S. territories and with tax reporting and compliance for entities and individuals as bona fide residents and nonresidents of U.S. territories.

Bill graduated from Rutgers University in 1980 with a Bachelor of Arts Science degree in Accounting and along with concentrations minor degrees in Economics and Business Administration. He is a member of the Georgia and New Jersey Societies of Certified Public Accountants and the American Institute of Certified Public Accountants.

Richard A. Wright, CPA

Audit Senior Manager

Richard has over 28 years of public accounting experience and governmental auditing experience. Richard provides a wide range of accounting, attestation, and consulting services to his clients. Richard has prior public accounting experience with Big 4, national, regional, and local accounting firms located in Georgia and Tennessee.
Richard is currently a manager in our Auditing and Assurance Department. He has diverse experience in a variety of industries including governmental, real estate, financial and insurance, real estate, service, employee benefit plans, and other industries.

Richard has a master’s degree from The University of Alabama Culverhouse School of Accountancy. Richard is licensed as a Certified Public Accountant in the States of Georgia and Tennessee. Richard is an active member of the Georgia Society of Certified Public Accountants (GSCPA) and the American Institute of Certified Public Accountants (AICPA).