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Kate Bennett

CCO & Director of Planning Operations

Get to Know Kate

Hometown - Carrollton, Ohio


Favorite Movie - Hamilton the Musical

Favorite Food - Seafood/Wild Game/Sushi

Favorite Season - Fall 

Years with TAG - 6 years

Kate plays a pivotal role in facilitating the implementation of strategies and solutions identified in our planning process for our clients. With a wealth of knowledge accumulated from ten years of experience in the financial services industry, she serves as the director overseeing our team's in-house underwriting and new business processing.

Beyond her professional commitments, Kate treasures spending quality time with her nine-year-old daughter, Brinlee, during her time away from the office. They frequently embark on weekend trips to southern Ohio to connect with their extended family. Kate's diverse interests include a passion for cooking, reading, writing, outdoor adventures, creative projects, and supporting others in their spiritual growth. Kate is an active member of New Life Tabernacle Church in Massillon, OH, where she and her daughter share a common passion for nurturing the spiritual growth of others and fostering the sharing of their faith.

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