ADAM DEKKER CFP®, EA, CDFA®
Adam began working at Dekker Financial in 2013. 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, and passed his Certified Divorce Financial Analyst exam in 2023. Adam has a wide range of financial expertise that he draws on to advise clients.
Adam enjoys spending time with his family, playing golf, collecting vinyl records, and all things Star Wars. He previously taught English in South Korea and the South Pacific and still enjoys traveling.
KATHLEEN BARRETT EA, FPQP®, CDFA®
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.