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.
Rick Barnett Founder & CEO
Rick Barnett, founder of Barnett Financial & Tax, began his financial services career in 1990. Since then, he’s grown his firm into a one-stop financial hub for hundreds of individuals, families and businesses in Michigan and beyond.
You may recognize Rick from his financial radio show, the “Barnett Financial Hour,” Saturdays on WLQV and Sundays on WDTK and WSNL. He also frequently appears on ABC, CBS, NBC and Fox 66.
Rick and his firm provide a variety of products and services to assist clients in achieving their financial goals and objectives. Through its affiliations, Barnett Financial & Tax also provides estate document preparation and tax preparation services. The company is proud to be an accredited member of the Better Business Bureau and a member of the National Ethics Association.
Rick holds several professional designations, including Certified Estate Planning Professional (CEPP), Master of Estate Preservation (MEP) and Christian Financial Consultant and Advisor (CFCA).
Rick gives back to the community he serves in many ways through board participation and charitable service for over 20 different organizations. He and his wife, Leah, have four children: Parker, Gabrielle, Harrison and Broderick.
Jeffrey V. Covert, CPA Executive Vice President and Chief Operating Officer
Ask what’s important in life, and Jeff Covert answers with one word: Family. He grew up as the seventh generation on the family dairy farm, where he learned the value of hard work. His biggest influences were his grandparents, both teachers who demonstrated the importance of helping others with love, warmth and a sense of humor.
Jeff employs that same approach as one of the firm’s Investment Advisor Representatives as well as the firm’s tax specialist, where he focuses on building client relationships based on a foundation of integrity and honesty. With more than 20 years of experience as a Certified Public Accountant (CPA), he has prepared and reviewed tax returns for hundreds of individuals, families and businesses. He specializes in strategic tax and retirement income planning, and he strives to provide the clarity and confidence clients need to embark on the next chapter of their lives.
Jeff holds his Certified Public Accountant, Life, Accident, Health, and Property & Casualty insurance licenses, and he has passed the Series 7, 63 and 65 securities exams. He earned his bachelor’s degree in accounting from Northwood University in Midland, Michigan, and also attended the Agriculture Technology Program at Michigan State University.
Jeff lives in Rochester, Michigan, with his wife, Michele, and their three children: Mitchell, Justice and Vivian. He spends his spare time enjoying bike rides, playing games and watching movies with his family. He also tries to get in a few rounds on the golf course as often as possible.
Parker Barnett Director of Planning
Kayla Krohn Director of First Impressions
Kerri Sugar Director of Client Service
Dick Barnett Office Manager
Michele M. Covert, CPA Accounting & Tax Manager
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.