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With Over 15 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 an extremely busy one with my husband and four active children. We live in Marquette and spend most evenings watching them in some sort of sport or school activity. I serve as President on the Committee for High School Soccer and enjoy reading whenever I can squeeze in a few minutes alone. 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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