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’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 10 years of experience in tax and client services, Tommy has worked with individuals to Fortune 100 corporations and is 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 Michigan.
Tommy is a member of the American Institute of CPAs (AICPA), South Charlotte Rotary, 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 growing family, and playing golf in his spare time.
To schedule a time to discuss your financial future and how we can help with your financial strategy, contact us at firstname.lastname@example.org or call us at 800.425.7044 today!
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. Founded in 1990 we are an accredited member of Better Business Bureau.Learn More About Us