James Barrett, CPA/PFS, MST
Principal, Wealth Manager

Jim is a Certified Public Accountant and Personal Financial Specialist with more than 22 years of professional experience. Jim provides a full range of financial planning services to individual and business clients, with a special emphasis on tax and business consulting and retirement planning.
Jim is also a partner in the regional public accounting firm of Meyers Brothers Kalicka, P.C. and a member of the National Association of Personal Financial Advisors. Prior to that, Jim was a Senior Tax Manager for KPMG, LLP.

Jim received his BSBA from Western New England College and a Master of Science in Taxation from Florida International University. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. Jim also serves as Treasurer and member of the Executive Committee of the Massachusetts Chamber of Business & Industry.

When Jim’s not working, he enjoys fishing (both freshwater and saltwater) and spending time in the gym working on personal health/fitness goals.