Our Team

Bob Bennett, Senior Financial Advisor and Partner

As a financial professional, Bob Bennett is dedicated to working in partnership with a limited number of high net worth individuals, families and businesses. Together, we develop and implement the proper personal investment plans and wealth management strategies.

Bob is a graduate of the University of Toledo with a Bachelors of Business Administration. Bob's education, experience and professional affiliations have fostered his practical approach to offering financial services and unbiased advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to Bob.  

Away from the office, Bob spends his free time with Holly, his wife and business partner. They like to stay active by traveling, golfing, gardening, hiking and cooking. Bob has three adult sons and three grandchildren.


Holly Jensen, Senior Financial Advisor and Partner

Holly Jensen works in partnership with a limited number of high net worth individuals, families and business owners, providing unbiased  advice and guidance that leads to the development and implementation of personal wealth management and investment strategies.

Holly is a graduate of the University of Toledo. After college, she stayed in NW Ohio and years later still loves all that the area has to offer.

Away from the office, Holly enjoys spending time with her husband and business partner, Bob. They like to stay active, whether it's playing golf, gardening, traveling or cooking. Holly especially enjoys golfing, hiking, biking, gardening, cooking and photography. Holly is an active member of the Toledo Women's District Golf Association and the Toledo Rotary Club.


Joan Schultz, Office Administrator

Joan's primary responsibility is to maintain a professional and organized environment that allows Bob and Holly to dedicate their full attention to their clients investment planning and management needs.

With more than twenty years of customer service experience, Joan handles the administration of accounts and office operations. This includes the opening of new accounts, updating account information and managing account transfers.

Joan is a graduate of the University of Toledo and is often hunting treasures at estate sales or visiting local art shows. Joan enjoys reading, gardening and spending time with her adorable grandchildren.