Request a no-obligation meeting today to discuss your financial future and our role in your financial independence!
Connect with us 800.425.7044
Call Us Call Us
Here’s our story. We look forward to hearing yours.
Access Our Retirement Kit
Request our Retirement Kit that addresses several topics you should consider when planning your retirement.

About » President & CFO

Meet Our Leadership Team

Rick Barnett President, Retirement & Estate Planning Advisor

Rick Barnett, founder of Barnett Financial & Tax, began his Financial Services career in 1990. Since then he has grown his firm to become a one stop financial hub for clients in Michigan and beyond. Currently Rick and his firm work with 100’s of individuals, families and businesses.

You may recognize Rick from his financial radio show, the “Barnett Financial Hour” on Supertalk AM 1570 and WSNL AM 600. He has also been frequently seen 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. Also, through its affiliations, they provide Estate Document Preparation & Tax Preparation Services.

Rick holds several professional designations including Certified Estate Planning Professional (CEPP), Masters 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. Also, Barnett Financial and Tax is currently an accredited member of Better Business Bureau and a member of the National Ethics Association. Rick lives in Grand Blanc and is married to wife Leah and they have four children; Parker, Gabrielle, Harrison and Broderick.

Tommy Alvis CFO, CPA, Financial Advisor

Tommy Alvis’s focus is to provide the absolute best customer service experience coupled with top-notch financial and tax guidance. The CFO of Barnett Financial & Tax and a Certified Public Accountant (CPA), Tommy earned his bachelor’s in accounting from Bob Jones University. With more than 13 years of experience in tax and client services, Tommy has worked with individuals to Fortune 100 corporations.  Tommy has specialized in preparing and reviewing corporate and personal tax returns, developing and demonstrating income/loss allocation methods for partnership agreements, and preparing tax savings strategies. He holds his life insurance licenses in North Carolina, Michigan, Indiana and Washington, and his Series 65 Securities license in North Carolina and Michigan.

Tommy is a member of the American Institute of CPAs (AICPA) and North Carolina Association of CPAs (NCACPA). He understands the importance of giving back to his community and currently serves as the music director at his church in South Charlotte and participates in many other outreach programs in the Charlotte area.

Residing in Charlotte, North Carolina, Tommy and his wife, Ashley, have five boys: Jack, Peter, Henry, Edward, and William. Away from the office, Tommy enjoys spending as much time as he can with his family and playing golf in his spare time.

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.

Learn More About Us

As Seen On

Privacy Policy | Terms

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.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.

*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.