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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, debt & lending, risk management and...

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Lori Linder

Client Services Manager

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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Angelia Bennie


Angelia is Bob's wife and the firm's bookkeeper.  She also assists with the daily office operations and client events. 

Outside of the office Angelia's priority is spending quality time with family and friends.  

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Rhonda Rodgers

Business Development Manager

Rhonda manages the day to day operations of the firm while building and maintaining great relationships with our clients. Rhonda joined the firm in May of 2019 bringing with her over 20 years of management experience....

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Jessie Thompson

Registered Field Assistant

Jessie joined the firm in April of 2019 bringing with her 4 years of prior experience in the financial services industry. She oversees the firm's technology operations and assists with client service requests. Outside of the office...

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Karly Statter

Finance Intern

Karly joined the team in May 2021 as a Finance Intern helping with daily operations around the office. She is likely the first friendly face you will see when you come in, or the first person you will first speak with when you give our...

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