Bob Bennett

Senior Financial Advisor and Partner

For over five decades, Bob has guided his clients along the road to financial independence.  He believes that a clear, concise, defined process is the key to successful wealth management.  Bob and his partner, Holly, developed the Compass Process to give each client direction, purpose and guidance.

Bob has a Bachelor of Business Administration degree from the University of Toledo.  His education and experience have fostered his practical approach to wealth management.

Away from the office, Bob likes to stay active, playing golf, gardening, and traveling. He served his country in the United States Navy in the 1960's.  Bob has three adult sons and three grandchildren.