Chief Executive & Lead Advisor — Planning, Investments, and Tax

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.


Senior Advisor

Meredith Dekker, ChFC® (Chartered Financial Consultant) founded Dekker Financial Services in 2002 with an emphasis on holistic financial planning for business and life. As a CDFA® (Certified Divorce Financial Analyst), she also guides divorcing couples through the financial aspects of the divorce process. Meredith is the author of “The Fabric of a Storyteller” as well as a public speaker. Having lived in Phoenix for more than 20 years, Meredith loves spending time with her family, as well as her community.


Vice President — Risk Management

Greg Dekker takes research and data analysis seriously, especially when it comes to helping clients decide which of our various Life Insurance products best fit their individual situations. As Vice President of Risk Management, he is an effective advocate for our clients and his attention to detail makes him a prized member of our team. Greg is licensed in health, life, disability and long-term care. Greg loves playing golf, wood-working and an avid Dodger and Rams fan. Greg is devoted to his family and church.


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.