Broker Check

Our Qualifications

Roger Bennett has served as the investment adviser of Bennett Wealth Managment, LLC. (formerly known as KBS Financial Services) since September, 2001.
In 1968, he received his Bachelor's degree in Education from Lyndon State College.
In 1993 Roger earned the designation of CLU from American College.
In 2004 he received the designation of ChFc from American College.

In 2016 he received the designation of AIF(Accredited Investment Fiduciary) from Fi360.

Roger is dedicated to developing lasting relationships with all his clients.
He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
One of the benefits of working with Roger is his ability to provide clear, easily understood explanations of financial products and services.
The personal program that Roger can provide is a road-map to working toward a more secure financial future.