Wealth Management Team
Client Service Team
Systems & Administration Team

Amy Bennett

Director of Client Service

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Amy is a Dave Ramsey Master Financial Coach and a graduate of UNC Chapel Hill's Kenan-Flagler Business School. When she's not at the office, you can find her gardening and spending time with Bart and their daughter as well as cheering for the Tar Heels during basketball season. Amy resides in Wake Forest and attends Woodland Baptist Church.

A young girl with long blonde hair, smiling, wearing a blue T-shirt with a sports team logo and shorts, standing on an outdoor patio with a wicker sofa and a cooler in the background, holding yellow frisbee discs on her arms.
A young girl with light brown hair and blue eyes is smelling a large white flower on a green bush.
A smiling family of three sitting on a blanket outdoors during fall. The woman has long brown hair, the man has a bald head, and their young daughter has light brown hair and is wearing a white top with maroon overalls. They are surrounded by green and yellow foliage.

“Fear not, for I am with you; be not dismayed, for I am your God; I will strengthen you, I will help you, I will uphold you with my righteous right hand.” — Isaiah 41:10 (ESV)