Roger Bennett


Roger has served as the investment adviser of Bennett Wealth Management, LLC, (formerly known as KBS Financial Services) since September, 2001. 

Roger transitioned the practice over to Kerri in January of 2021 and is taking a less hands-on approach of the day-to-day operations at Bennett Wealth Management. He still maintains all of his licenses as well as his own clients.

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.

  • BS Education, Lyndon State College- 1968
  • Thirty Graduate Credits, History, St. Michael's College 1969-1974
  • Teacher, St. Albans City Schools- 1968-1975
  • Recreation Director, St. Albans City-1969-1975
  • Prudential Insurance Company, Agent-1975-2001
  • School Board Director- Sheldon
  • Register Representative
  • KBS Financial Services, 2001-2007
  • Owner and CEO, Bennett Wealth Management, LLC 2007-2020
  • Sheldon Resident forty-five years
  • Life Member Sheldon Historical Society