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About » Staff

Meet Our Team


Robert Lamm CRPC, Financial Advisor

Robert has been working in the Financial/Insurance industry for the last 12 years. He has acquired his Series 6, 7, 63 & 65 licenses. He has his Life, Health, Long-term Care, and Property & Casualty licenses. Robert has been working with and learning from CPAs, attorneys, and other financial planners throughout his time in the industry. Robert has worked primarily on helping advise people through the different stages of retirement (accumulation, maintenance, and distribution). He loves to learn and to share with others what he has learned. He teaches the teen Sunday school class at his church and serves as a deacon. Robert also volunteers in helping lead a group of boys through Trail Life, a Christian-based scouting program. Robert and his wife, Kim, have 4 children: Bobby, Benjamin, Grace, and Elise.

Alyssa ThomasonFinancial Advisor and Investment Advisor Representative

Alyssa joined Barnett Financial and Tax in 2018. She started her career as a financial advisor at Ameriprise Financial and she has acquired her Series 7 and Series 66 licenses as well as Life, Health, and Long-Term Care licenses. Alyssa is passionate about translating her clients dreams into plans with purpose. She grew up in Davison, MI, attended Michigan State University and graduated with a bachelor's degree in social sciences. She currently lives in Grand Blanc with her husband and son and enjoys boating and gardening.

Doug Richter, CPA Tax Accountant

Doug Richter joined Barnett Financial & Tax in January of 2018. He brings over 15 years of experience as a Tax Accountant, focusing in the areas of Business, Individual, and Non-Profit for companies such as Pricewaterhouse Coopers, Wells Fargo, and Bank of America. He received his Bachelor’s Degree in Accounting and Finance from Hofstra University and his MBA from Clemson. When he’s not crunching numbers, he loves spending time with his wife of 15 years, Tiffany, and watching their son, James, play soccer and basketball. Doug also loves going to the gym, traveling, going to concerts, watching movies, and rooting for his favorite sports teams - NY Giants, Florida Gators, and Charlotte Hornets.

Sheila Cribley Client Service Coordinator

Sheila came on board with Barnett Financial & Tax in 2003 and serves as the Client Service Coordinator. She received training in Office Management from Kent State University in Ohio. In her early career she worked for Bob Jones University in Greenville, South Carolina in the Records Office as a Student Liaison. Sheila also gained experience working with a home improvement company in their mortgage department. Sheila loves to sing and enjoys watching classic films with a warm cup of coffee.

Mandy Plummer Executive Assistant/Marketing Director

Mandy Plummer joined Barnett Financial & Tax in November 2017. She brings with her 7 years of experience in the Financial Services/Insurance industry in Office Management, Marketing and Administrative Support. Prior to her time in Financial Services, Mandy worked for an International Accounting firm for 7 years in various capacities. Her primary focus was supporting the International Tax Practices. Mandy loves people and is service driven and customer focused; she is a North Carolina Notary Public. In her spare time, Mandy is passionate about her Church, travelling and spending time with her family.

 

Kayla CurellDirector of First Impressions

Kayla attended Pioneer Christian School in Wisconsin, holding a volunteer position in the high school office starting in her Junior year. She attended Northland International University, and worked for the extension office to schedule travel for music teams while attending school. After relocating from Wisconsin to Michigan with her family, Kayla attended Walkright Baptist Bible Institute, working in the main office as Secretarial Assistant. Kayla joined the team at Barnett Financial &Tax in November of 2017. She enjoys watching Michigan football, ice skating, singing in the choir and reading a good book.

Dick Barnett Administrative Assistant

Dick retired in 1999 after 41 years in the insurance industry. He began his second career working at Barnett Financial & Tax assisting with a multitude of responsibilities and has now landed as the Office Manager. In case you are wondering, he is also the father of the firm’s Founder and CEO, Rick Barnett. Dick passed the LUTC (Life Underwriter Training Council) test early in his career, moving on to earn many awards. He received the President’s Club award and Regional awards as well. Dick has served his community as a member of the Flushing Lions Club for over 40 years and is past president and Lion of the Year. He is an avid golfer and hunter and has been President and Treasurer of his golf league for over 20 years. Dick and his wife Kaye have been married for 50+ years and have lived in Flushing, Michigan since 1969. They have two children Rick and Lesli and four grandchildren: Parker, Gabrielle, Harrison, and Broderick.

Parker BarnettParaplanner

Parker recently graduated Judson University with a degree in Accounting. While in school, Parker served in student government as well as playing on his university’s baseball team. As Rick’s oldest son, Parker has worked at the firm in various administrative roles for the past six years. In his spare time, he enjoys spending time with his family and friends, golfing and spending time in northern Michigan.

 

Strategies for Financial Independence

To schedule a time to discuss your financial future and how we can help with your financial strategy, contact us at myteam@bfandt.com or call us at 800.425.7044 today!

Meet Our Team Barnett Financial & Tax

At Barnett Financial & Tax (BFT), we are dedicated to providing individuals, families and businesses with quality financial products and services for the achievement of their goals and objectives. We are committed to serving clients by assisting them in the development of financial stewardship in their lives. Founded in 1990 we are an accredited member of Better Business Bureau.

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Investment advisory services are offered through Elevated Performance Investment Group, LLC; a Registered Investment Advisor in the state of Michigan and North Carolina. Elevated Performance Investment Group, LLC; Barnett Financial & Tax Charlotte LLC; and Barnett Financial & Tax, Inc. are affiliated companies.

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