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With Over 20 Years of Experience...

Samuel J. Bennett, CFP® Photo

Samuel J. Bennett, CFP®

President, Financial Advisor
As a Financial Advisor, I have the background and knowledge to provide solid financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. Through a long-term investment approach, I help clients develop and implement strategies for building wealth.

I hold a bachelor's degree from Northern Michigan University. I have also earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. In addition, I achieved a Chartered Retirement Planning Counselor - CRPC® certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

Committed to helping our community prosper, I participate in many civic and charitable organizations including: The Rotary Club of Marquette and the Michigan Psychological Association Finance Committee. Away from the office, I enjoy golf, hiking, hunting, skiing and playing the drums. My wife and I reside in Marquette with our son and two dogs.

Barb Gooch Photo

Barb Gooch

Registered Assistant

As a Registered Assistant, I support Sam in servicing our clients to the best of my abilities. From opening accounts to updating beneficiaries to scheduling appointments, I strive to make your financial planning experience an easy and enjoyable one.

I received my bachelor’s degree from Northern Michigan University where I double-majored in Marketing and Spanish. I spent one semester studying abroad in Valencia, Spain where I took a full course load at La Universidad de Valencia. I consider that one of my most exciting experiences. I’ve been working in the financial planning industry since 2013 and I am Series 7 licensed.

My life is a busy one with my husband and four children. We live in Marquette and spend most evenings watching them in some sort of sport or school activity. I currently serve on the Parent-Teacher-Student Organization (PTSO) and enjoy walking and reading whenever I can squeeze in time. Taking care of our planet is high on my priority list and I try to get outdoors and take in our beautiful surroundings whenever I can.

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