I am a financial advisor at Bennett Associates Wealth Management. Our honest and holistic approach enables our clients to have a greater understanding of their financial future. I began providing investment planning services to clients in 2006, working with individuals, private business and institutions. My mission is to help clients define their financial goals and implement strategies to help clients achieve those goals. I work closely with clients on specific life events such as retirement, estate planning strategies, business succession and generational wealth transfer. I am a CERTIFIED FINANCIAL PLANNER (CFP®), a Chartered Retirement Planning Counselor (CRPC®), a Chartered Retirement Plans Specialist (CRPS®), and an Accredited Domestic Partner Advisor (ADPA®). I hold a Master of Business Administration degree from Duquesne University and a Bachelor of Science degree in accounting from Slippery Rock University. I also serve as a director on the governing board of the Ellen O'Brien Gaiser Addiction Center. My areas of focus includes holistic planning, estate planning strategies, social security planning, tax efficient planning, retirement planning, divorce issues, women's finances, LGBT individuals and couples and life transitions.*Visitors to this page must avoid posting reviews of their experiences with the firm or any financial professionals of the firm as such testimonials may not reflect the experience of all clients of the firm or financial professional. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.