Broker Check

Team

Since 1995, people have trusted the Bob Bennie Wealth Management name to provide them with the financial guidance and support their years of hard work deserve.

What is it that compels our clients to choose us, over other firms in the area? What makes families partner with us for several decades, and across multiple generations? Why do our clients continually refer us to their closest friends and family?

While we can’t answer definitively for all of our clients, we know that for some, it’s:

  • Our ability to simplify complex financial concepts
  • The unwavering dedication we have to helping our clients succeed
  • The Ritz Carlton level of service we always provide
  • Our independent status, and freedom to provide completely unbiased advice

At Bob Bennie Wealth Management, everything we do is aimed at enriching the lives of the individuals and families we serve. The retirement planning, investment management, and estate planning services we provide aren’t special on their own. What makes what we do  unique, is the team of experienced advisors who put their heart and soul into each of the plans they create.

Bob Bennie, CFP®, MBA

President & Founder

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Bob Bennie and his team work with individuals, families, companies and institutions to help them build, manage, protect and transition comprehensive wealth. This includes all types of investments, debt & lending, risk management and...

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Cindy Roach

Office Manager

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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,...

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John Arnold

IT/Operations

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John has been with Bob Bennie Wealth Management since January of 2004. He is responsible for managing or computer network, CRM systems and  web development.  He will also assist you with online account access.

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Lori Linder

Client Services Specialist

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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...

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