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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.

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.

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.

Derrick Harrison Executive Assistant

Derrick Harrison has been in the financial industry for over 3 years where he started out as a life insurance agent. He first became interested in the industry in high school, when he took a financial class, and continued that interest through college. He has a desire to always learn and continue to craft his knowledge in the industry. He strives to always give clients the best service possible and meet their needs whenever they need him to. Derrick met his wife Krysti in northern Wisconsin where they went to school, and they currently live in Rock Hill South Carolina. He enjoys spending time with friends, family and loves watching sports. He is also a part of his church’s worship team where he plays the keyboard.

De'Mia Keenan Senior Accountant

De’Mia Keenan is an Accountant at Barnett Financial & Tax in Charlotte, North Carolina.  She received her Bachelor of Science in Accounting and her Masters of Science in Accounting from Texas A&M University.  She is a Certified Public Accountant (CPA) candidate and a proud member of the Sigma Alpha Pi - Academic Honors Society.  During her fifteen-year career as an Entrepreneur, Licensed Real Estate Agent, and Adjunct Accounting instructor she also served the military community by volunteering her time to teach financial education classes.  She received The Duty Chief of Staff Service Award from the Joint Chiefs of Staff.  In addition, she serves as a member of the American Institute of Certified Public Accountants (AICPA), Commercial Real Estate for Women (CREW), and American Real Estate & Urban Economics Association (AREUEA). She is a proud mother of three children: Kylan, Collin and Cohen.

Linda Schwartz New Client Acquisition

Linda has been doing accounting and bookkeeping for the past 30 years. She joined Barnett Financial & Tax in 2012 and spent 4 years in the accounting department.  She is now the director of New Client Acquisition.  She manages and coordinates Public Workshops, Barnett Financial University classes, Referral Rewards, and existing client satisfaction endeavors.  Linda and her husband, Steve, have 3 children with two married and one finishing school. She enjoys her family time, cooking, biking and serving in her church.

Parker Barnett

Bio coming soon.


Strategies for Financial Independence

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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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