Our Team Of Professionals

Keeping Your Retirement And Tax Needs At The Forefront Of Our Business

Mission Statement

Barnett Financial & Tax provides individuals and families with the highest level of Retirement, Tax, and Estate Planning. We do this with great purpose and passion for the achievement of our clients’ goals and objectives and we serve them by assisting in the development of financial stewardship in their lives. 


"The team at Barnett Financial & Tax is made up of a group of highly qualified professionals who are passionate about serving our clients. Together we make up over 90 years of professional financial industry experience. We look forward to putting that to work for you.”

– Rick Barnett

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 C. Covert, CPA, CFP™
Executive Vice President

THE BARNETT ALLSTARS

ParkerBarnett

Parker Barnett Director of Planning

Michele M. Covert, CPA

Michele M. Covert, CPA Accounting & Tax Manager

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Christina CyrulewskiDirector of Client Services

Sarah Fletcher

Sarah FletcherChief Operating Officer

Karen Hathaway

Karen HathawayDirector of First Impressions

OUR AFFILIATES

CRAIG FIEDERLEIN

CRAIG FIEDERLEIN Estate Planning
Attorney

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ELISIA HOWARD Certified College Counselor
Certified Financial Aid Advisor

Ready to Take The Next Step?

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