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About » Staff

Meet Our Team

Benjamin Abbey Retirement & Estate Specialist

Ben Abbey has over ten years of experience dealing with the insurance and investing concerns of the pre and post-retirement community. He is a lifetime resident of Genesee County and has a unique understanding of area residents and their specific cares and concerns as it pertains to retirement and Estate Planning issues. Ben handles all clients’ financial needs including: Retirement Planning/Wealth Management, Asset Management, Estate, Tax, and Insurance Planning & Implementation. Ben prides himself on helping his client’s achieve the financial goals by providing them with strategies for asset accumulation, wealth preservation and wealth transfer. As a client of Barnett Financial & Tax you will be provided with and opportunity work with our affiliates who provide Estate Document Preparation & Tax Preparation services. In conjunction with BFT, Ben truly works for your best interest, garnering the faith and loyalty of his growing client base. Ben is most proud of his three children: Isabelle, Nolan and Jude, the primary motivation for the hard work and dedication he provides to his clients.

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 Life Insurance Agent

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.


Linda Schwartz Accounting/Bookkeeping

Linda has been doing accounting and bookkeeping for the past 30 years. She specializes in accounts payable & receivable as well as payroll services. She has been with Barnett Financial & Tax in the accounting department since 2012. 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.


Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at or call us at 810.695.7510 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. 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.

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.

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