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Kate Bennett

CCO & Director of Planning Operations

Hometown of New Philadelphia, Ohio

Get to Know Kate

Favorite Movie -Hamilton the Musical

Favorite Food - Seafood/Wild Game/Sushi

Favorite Season - Fall 

Years with TAG - 5 years

Kate is intimately involved in helping our clients implement the strategies and solutions that our planning process highlights. Bringing with her a wealth of knowledge from her seven years of experience in the financial services industry, Kate is the director of our team's in-house underwriting and new business processing. 

In her free time away from client service here at the office, Kate enjoys nothing more than to spend quality time with her four-year-old daughter, Brinlee. The two often take weekend trips to southern Ohio to visit their family. Kate also is an avid fan of cooking, reading, writing, being outdoors, creative projects, and helping others to grow and share their faith. Along with our other team member, Amber, she attends New Life Tabernacle in Massillon, Ohio. 

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