First Vice President
Greg Bennett, First Vice President – Investments, has over 35 years of investment experience. He focuses on Fixed Income Trading and Stock Selection. Greg is knowledgeable and licensed in insurance.
Senior Vice President - Investments
Traci Bennett, Senior Vice President – Investments, has 30 years of investment experience along with her MBA from Washington University. Traci focuses on portfolio management and creating customized investments strategies. She was recognized by Wells Fargo Advisors as a Platinum Council Advisor* from 2020-2021. Traci’s insurance focus is on Long Term Care & Life.
*The Platinum Council Advisor (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Senior Client Associate
Stella Carlin, Senior Client Associate, has 33 years of financial services industry experience. Her responsibilities include resolving client inquiries and account administration.
Ronald K. Hammelman, CRPS
Vice President - Investments
Ron Hammelman CRPS®, Vice President – Investments, has 31 years of investment experience as a Financial Advisor. Prior to becoming a Financial Advisor, he spent 18 years in the Banking Industry. He specializes in corporate retirement plan service and wealth management.