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About » Staff

Meet Our Team

Robert Lamm, CRPCInvestment Advisor Representative, Retirement Planner

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, Client Service Director

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.

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.

Parker BarnettDirector of Marketing/Paraplanner

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.

Jeff Covert, CPASenior Vice President Tax and Accounting, Tax Planning Specialist

Jeff is the Firm’s Tax Team leader. His experience is diverse and suitable to a variety of individual and business tax, accounting, and consulting needs. Jeff has more than 20 years of experience as a Certified Public Accountant (CPA) specializing in strategic tax planning with an emphasis on client service. He enjoys developing and demonstrating tax savings strategies that help clients realize their financial dreams. He has prepared and reviewed tax returns for 100’s of individuals, families and businesses. Having been specifically in the Financial Advising industry over the past 9 years, he has acquired his Series 7, 63 & 65 financial licenses. He also has his Life, Accident, Health, and Property & Casualty licenses. Jeff earned his bachelor’s degree in accounting from Northwood University and 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 enjoys bike rides, games and movies with his family and playing golf in his spare time.

Dick Barnett Office Manager

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.


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; and Barnett Financial & Tax, Inc. are affiliated companies.

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