Your Team
Cary Bennett
FINANCIAL ADVISORAs the firm’s financial planner, Cary works one-on-one with you to develop a personalized financial plan. Cary began his career in the insurance industry in 1995 and later moved his attention to retirement planning. Throughout his career, his focus has remained the same: helping people confidently prepare for and live in retirement.
Cary hold a bachelor’s degree in human environmental science from the University of Alabama.
Cary and his wife, Dara, have one daughter—Cara—and two granddaughters, Chloe and Zoe. He enjoys fishing, watching college football, and spending time with his family.
He is registered in Georgia, Florida, and South Carolina.
Kimberly Trammell
OPERATIONS MANAGERKimberly is the firm’s Operations Manager, so she is your main point of contact. She manages cashiering requirements, executes service requests, creates applications, manages transfers and more. During the financial planning process, Kimberly works directly with you to ensure your experience is both pleasant and efficient.
Kimberly earned her Bachelor’s of Business Administration in Spring of 2017. She and her husband, Travis, enjoy traveling, playing with their dog—Howie—and spending time with family.
Alyssa Whitt
FINANCIAL EXECUTIVE ASSISTANTAlyssa initially joined our team as an intern, but, because she was such a great addition to our team, she was promoted to a full time assistant position. She is responsible for scheduling & confirming appointments, performing clerical office duties, and preparing reports for client meetings.
Alyssa is currently a senior at Valdosta State University studying Business Management. She is set to graduate with her bachelor’s degree in Spring 2024. During her free time, she enjoys shopping, going to the beach, and spending time with friends and family.