A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
Bob Bennie, CFP®, MBA
Bob received his Bachelor’s Degree in Animal Science at the University of Nebraska and later earned a Master’s in Business Administration from Kansas State University. Bob’s first career was as a sales representative for Monsanto in Manhattan, Kansas. In 1994, Bob ran for the U.S. Congress in Kansas, narrowly losing in the Republican primary. Following his brief political career, he joined Edward Jones as an investment representative. In 1997, Bob left Edward Jones to start his own investment/financial planning firm, Bob Bennie Wealth Management, Inc. In 1999, Bob earned his Certified Financial Planner™ certification and has served as a Board Member of the Financial Planning Association of Nebraska. In 2009, Bob Bennie was named by Barron’s Magazine as one of the Top 1000 Financial Planners in the United States.
He specializes in retirement income planning, estate planning and investment management. Bob and his staff of 3 full time and 2 part time employees serve several hundred clients spread across the country.
Bob and his wife Angelia live on an acreage just outside Lincoln. The Bennies have 4 children, 2 dogs, 2 cats and 4 horses. One of Bob’s passions is Royal Family Kids Camp, a camp for abused and neglected kids, where Bob volunteers. His personal interests include conservative politics, hunting, fishing and horses. Bob is a life member of the National Rifle Association and the American Quarter Horse Association.
Cindy has been a part of the Bob Bennie Wealth Management team since August of 2007. She has been in the Financial industry for over 28 years. Cindy has been involved in Compliance and Customer Service throughout most of her career, both in banking and here at BBWM. Cindy and her husband Don, have lived in the Martell area for over 31 years. They have been blessed with two beautiful granddaughters, Keegan & Kenley and a wonderful grandson, Crew. Cindy enjoys spending time with family and friends, listening to music and ATV riding in the mountains of Colorado.
John has been with Bob Bennie Wealth Management since January of 2004. He is responsible for IT in the office and will assist you with your personal financial website and anything digital. John also helps with client services. He and his wife Jenny have four children; Lucas, Quenton, Micah and Eisley. John and his family are regular volunteers at church and at Jacob's Well, a Christian outreach to the residents of downtown Lincoln and Montrouis, Haiti .
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 lives in Florida, and Jake, a student at Nebraska Wesleyan University. Lori and her family attend Capitol City Christian Church. She enjoys spending time with her kids, gardening, music and reading.