KATHLEEN BARRETT EA, FPQP®, CDFA®
Associate Advisor
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.
