Vice President & Financial Consultant
Ms. Bennett has been in the financial services industry since 1979, beginning her career with RBC Wealth Management (and predecessors). She joined JHS Capital Advisors in 2011 and in August 2015, joined NBC Securities as a Vice President & Financial Advisor.
Ms. Bennett strives to help clients reach their specific and unique financial goals by developing personalized plans designed to achieve their objectives.
Ms. Bennett attended the University of Dubuque and lives in East Dubuque with her husband, Chuck. She also has two sons, two stepsons and one stepdaughter as well as six grandchildren. She is a past president and past lieutenant governor of the Dubuque Kiwanis Club and currently serves on the finance committee of her church, is a member of the church council and is a member of the choir.
- University of Dubuque
- FINRA licenses: Series 7, Series 63, Series 66
Areas of Focus
- Wealth Management
- Retirement Planning
- Asset Allocation
- Wealth Transfer Strategies