Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

Mission Statement

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

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

ParkerBarnett

Parker Barnett Director of Planning

Michele M. Covert, CPA

Michele M. Covert, CPA Accounting & Tax Manager

Charlene Freeborn

Charlene FreebornClient Development Coordinator

Sarah Fletcher

Sarah FletcherClient Service Coordinator

Karen Hathaway

Karen HathawayDirector of First Impressions

JacobLoucks2023

Jacob LoucksParaplanner/Advisor Support

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?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!