Your Team
Cary Bennett
FINANCIAL ADVISORAs the firm’s financial planner, Cary works one-on-one with clients to develop personalized financial plans. Cary began his career in the insurance industry in 1995 and later shifted his focus to retirement planning. Throughout his career, his focus has remained the same: helping people confidently prepare for and live in retirement.
Cary holds 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.
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 help ensure your experience is both pleasant and efficient.
Kimberly earned her Bachelor of Business Administration (BBA) in Spring of 2017. She and her husband, Travis, have one son, Tucker. In their free time, they enjoy traveling, playing with their dog—Howie—and spending time with family.
Alyssa Simpson
ADMINISTRATIVE ASSISTANTAlyssa serves as Administrative Assistant at BBJ Financial, where she plays a key role in supporting clients. She manages incoming phone calls, coordinates scheduling, prepares for client meetings, and assists with service requests and account changes to help ensure a smooth and efficient client experience.
Alyssa is currently pursuing a degree in Accounting at Liberty University. Outside of the office, Alyssa enjoys reading, spending time with her son, Danny, and making the most of opportunities to learn and grow both personally and professionally.