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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

For over 25 years, Bob has helped clients grow and protect their wealth.  As an independent financial advisor and fiduciary, he’s able to focus on his client’s needs and develop personalized strategies to help them achieve their goals.

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Jessie Thompson, CFP®

Financial Advisor

Jessie began her career in the financial services industry in 2014. She later teamed up with her father, Bob, and serves as a financial advisor with the firm. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds her Series 7...
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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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