About Bennett wealth

Meet Our Experienced Financial Planning Team

The Story Behind Bennett Wealth Management

DECADES OF LOCAL ROOTS

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Bennett Wealth Management was founded by Roger Bennett with a simple goal: help clients with every aspect of their financial lives, not just their investments. For the past six years, that mission has continued under the leadership of Kerri Irick Churchill, who took the reins of the firm and has carried its founding values forward for the families of Franklin County.


We're still a small, independent practice today, and that's by design. It means you're never just a number. You're a name, a family, and a set of goals we get to know personally.

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Independence and Personal Service, in Practice

Our mission is to guide our clients through every stage of their financial lives with comprehensive, deeply personal service. We build financial stability and security into every plan we create, so our clients can move forward with independence and peace of mind.

We believe that lasting financial confidence starts with understanding, so we take a hands-on approach grounded in education, keeping you focused on your goals, guiding you on how to get there, and helping you stay disciplined along the way.

The People Behind Your Plan

MEET THE TEAM

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Kerri Irick Churchill

President, Investment Advisor
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Hannah Ovitt

Office Administrator, Client Services Associate
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Roger Bennett

Former Founder, Retired

Backed by Cambridge Investment Research

CREDIBILITY YOU CAN VERIFY

While we operate independently, we're supported by the scale and oversight of Cambridge Investment Research, Inc. Securities are offered through Cambridge Investment Research, Inc., a FINRA/SIPC member, with advisory services offered through Cambridge Investment Advisors, Inc. This affiliation gives us the resources of a larger institution while keeping the personal, local relationship at the center of how we work.

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Cambridge Investment Research, Inc. was founded in 1981 by Eric Schwartz, dedicated to providing objective, independent advice to clients. Cambridge’s mission is to make a difference as the leading independent Broker/Dealer specializing in fee based advisory solutions. We offer investment products and services from hundreds of investment firms and they are at your fingertips when you choose to partner with our Representatives. We answer to your needs, not to the demands of a “sales manager” or parent company that manufactures insurance or investment products.