Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Barnett Financial & Tax is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

OUR LEADERSHIP

Rick Barnett

Rick Barnett Founder & CEO

Jeffrey V. Covert, CPA

Jeffrey V. Covert, CPAExecutive Vice President and Chief Operating Officer

THE BARNETT ALLSTARS

Parker Barnett

Parker Barnett Director of Planning

Kerri Sugar

Kerri Sugar Director of Client Service

Michele M. Covert, CPA

Michele M. Covert, CPA Accounting & Tax Manager

Charlene Freeborn

Charlene FreebornClient Development Coordinator

Melissa Crichton

Melissa CrichtonDirector of First Impressions

OUR AFFILIATES

Bob Brundle

Bob Brundle Personal Lines Property and Casualty Agent

CRAIG FIEDERLEIN

CRAIG FIEDERLEIN Estate Planning Attorney

Ready to Take The Next Step?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!