Tom Barrett

Thomas Jay Barrett Jr. has been practicing in the area of financial planning and investment asset management for more than thirty years. He was among the first of the group of CPAs in Colorado to qualify for the designation of Personal Financial Planning Specialist granted by the American Institute of Certified Public Accountants. In his practice as both a CPA and an Attorney he has focused on coordinated tax and financial planning for wealthy individuals, families and closely held corporations. In addition to asset management, his practice has included tax, estate, trust and probate matters. He has served as an attorney, arbitrator or expert witness in more than 200 cases involving financial matters. Tom continues a limited legal practice in the estate and trust area through Thomas Barrett & Assoc. P.C as well as being a member of Helm Investment Management, LLC.

Tom also serves as a private trustee for clients and is a current or prior member of the boards of numerous non-profit organizations.  He has served in various roles with his present and prior professional associations which include the Colorado Society of CPAs, the AICPA, the Colorado Bar Association, the American Bar Association and the American Association of CPA/Attorneys.  He is also an active member of the Colorado Mountain Club and the Marine Corps Association.

Tom graduated from the University of Michigan in 1968 with a major in English and minors in psychology and economics. He became a Marine Corps officer and served in Vietnam primarily with the 3rd Battalion, Fifth Marines. He continued in the USMC active reserves until 1976. Tom received both a Masters Degree in Accounting and a Law Degree from the University of Denver. He began his practice in Denver as a member of the audit staff at Ernst and Ernst. He later joined the tax department of Price Waterhouse which he eventually left to begin private practice.

Tom is an avid skier, hiker, white water canoeist and yoga aficionado. He is a long time and continuing volunteer with the Episcopal Diocese of Colorado, The Colorado Episcopal Foundation and St. John’s Cathedral. Tom and his wife’s avocations are literature, theater, opera and travel.

Contact Tom Barrett at at 303.861.4835 x208 or tbarrett@helminvest.com

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