President and Investment Advisor
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.
Roger Bennett has served as the investment adviser of Bennett Wealth Managment, LLC. (formerly known as KBS Financial Services) since September, 2001.
• 1968 Bachelor’s degree in Education from Lyndon State College.
• 1993 designation of CLU from American College.
• 2004 designation of ChFc from American College.
• 2016 designation of AIF(Accredited Investment Fiduciary) from Fi360.
Kerri Irick Churchill
Kerri is a native of Vermont and graduated from Champlain College with a degree in Business Management in 1992.
Kerri joined Bennett Wealth Management in 2005 as a part time assistant while raising her twin daughters Hillary and Hannah. She has since received her Series 6, 7, 63 and 65 licenses and is now an Investment Advisor. She also holds her life insurance license. She is currently continuing working on getting her ChFC designation thru The American College of Financial Service.
When Kerri isn’t working, she enjoys being outside, spending time with family, and watching the Boston Red Sox.