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About Bob Bennie Wealth Management |
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Bob Bennie, President & Founder
Robert R. Bennie, Jr. has created Bob Bennie Wealth Management to help families grow, manage and conserve their wealth in preparation for a worry-free, dignified retirement. With the commitment to helping his clients plan for the future while living in the present, Bob offers an individually focused approach to helping clients reach their retirement goals.
Bob earned a Bachelor of Science in Agriculture (Animal Science major) from the University of Nebraska, Lincoln. He also holds an MBA (Masters in Business Administration). His core classes were in Finance, Investments, Economics, Accounting and Business Law. Bob is a Certified Financial Planner (CFP). In addition, Bob is a registered principal with LPL Financial, the nation’s leading independent brokerage firm, and is a member of LPL Financial's Chairman’s Club (based on gross dealer commissions). He is also a member of the Financial Planning Association (FPA).
Bob’s conversational, common sense brand of working with clients has been a hit on the airways as well. For more than eight years, he has served as an expert on financial matters for radio and television media, and he formerly hosted his own radio program.
Ensuring a balanced lifestyle for himself, as well as his clients and staff, is a commitment for Bob. He and his wife of 18 years, Angelia, have four children: Jake (23), Jessie (16), Sadie (14), and Sam (5), and live on an acreage near Lincoln, Nebraska.
Bob’s hobbies include horses, fishing, waterfowl hunting, golfing, and reading. |
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Cindy Roach, Office Manager
Cindy has been a part of the Bob Bennie Wealth Management team since August of 2007. Cindy and her husband, Don, have lived in the Martell area for over 28 years and have three grown children. Travis is a manager at Deeter Foundry, Scott is in sales in Phoenix, Arizona, and Crystal is a Nurse at Physicians Surgical Center. Cindy has also been blessed with their first beautiful granddaughter, Keegan. She enjoys spending time with family and friends, listening to music and ATV riding in the mountains of Colorado. |
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John Arnold, Operations
John began working at Bob Bennie Wealth Management in January of 2004. Having an education in computers and networking, he is responsible for computer related issues. He also assists Lori with client services. John and his wife, Jenny, have three sons; Lucas, Quenton and Micah. He enjoys playing tennis and is a member of Capitol City Christian Church where he serves on the Technical Team. |
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Lori Linder, Client Services Specialist
Lori has been a part of the Bob Bennie Wealth Management team since March of 2005. She is here to help you with any service related concerns. If you have questions regarding your accounts, statements, checks or balances, Lori is the one to call. Prior to moving to Lincoln, Lori was a personal banker/teller for 9 years. Lori has three children, Erica, who is a graduate from Nebraska Wesleyan University, Mark, who attends college in the Chicago area, and Jake, a student at Southwest High School. Lori and her family attend Capitol City Christian Church. She enjoys spending time with her kids, gardening, music and reading. |
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JoAnne Jonas, Receptionist
JoAnne moved to Lincoln in 2004 from Holdrege, Nebraska. She was a school secretary for 28 years in Holdrege. After retiring and moving to Lincoln, she was eager to meet new people. JoAnne says this is a great opportunity for her second work career. She and her husband, Ron, have three sons, three daughters-in-law, and five wonderful grandchildren ranging from 1 to 20 years of age. When you visit Bob Bennie Wealth Management, JoAnne will make you feel right at home. |
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Janet Bennie, Bookkeeping
Janet began working at Bob Bennie Wealth Management in the summer of 1999 after "retiring" as the manager of a toy store. Prior to the toy business she was district manager for a restaurant chain with responsibility for 7 stores. Janet handles the bookkeeping for the office. Janet is Bob’s mother and has been married to the "original" Bob Bennie for almost 47 years. They have another son, Rick, and a daughter, Julie, and six beautiful grandchildren. |
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