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Miki Barnett

Miki Barnett

Relationship Manager

Miki Barnett is our client relationship manager. Jeff originally met her through the Dave Ramsey SmartVestor program. She became a client because of Jeff’s passion for his work and personality. When there was an opportunity to join Jeff’s team she readily signed up. As a Relationship Manager, Miki assists clients with various administrative requests, and handles many operations-related tasks behind the scenes. Miki says, “I feel beyond fortunate to get the privilege of working with financial planners that I truly respect and assist clients with one of the most important aspects of their lives, their financial future. It is my goal to become a team member that our clients can rely on!”