Our Team of Advisors

Adam Dekker heads up the Planning, Investment, and Tax Teams. Adam has passed the Series 65 Exam, received his AZ Life & Health Insurance License, and Enrolled Agent certification authorizing him to appear before the IRS on behalf of clients. He received his CFP® (Certified Financial Planning) certification in 2020. Adam advises and assists our clients regarding their investments and planning. He previously taught English in South Korea and the South Pacific and still enjoys traveling.

Kathleen Barrett, EA (Enrolled Agent) works on our Tax team along with assisting our Financial Planning and divorce analysis team as a FPQP™ (Financial Paraplanner Qualified Professional) and a CDFA® (Certified Divorce Financial Analyst).  Kathleen recently passed her Series 65 license and has joined the Financial Planning team.  Kathleen has a degree in accounting, and before joining our firm, has held accounting positions for well over a decade.  She has fun trying new activities and volunteering in the community.  Kathleen loves spending time with her family and appreciates living in AZ with all it has to offer.