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Client Centered

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 allows us to work 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.

Bob Bennie, CFP®, MBA

President & Founder

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.....

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Jessie Thompson

Financial Advisor

Jessie began her career in the financial service industry in 2014.  She later teamed up with her father, Bob, and serves as a financial planner with the firm.....

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Lori Linder

Client Services Manager

Lori has been an essential part of the Bob Bennie Wealth Management team since March of 2005.  She manages all client service-related requests and is here to help you with.....

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Trevor Thompson

Operations Specialist

Trevor’s role with the firm is multi-faceted and includes client services, daily operations, bookkeeping and property management.

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Hilary Saunders

Client Experience Coordinator

Hilary began her role at Bob Bennie Wealth Management late 2022 as the Client Experience Coordinator. Her day to day is a range of responsibilities including client experience, marketing, event management, and daily operations.Prior to...

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