Your Goals. Your Money. Your Family. Our Help.

CONNECT

Address:

7216 Graceland Dr
Omaha, NE 68134-3333

Phone:

(402) 571-1505

Fax/Other:

(402) 571-0673

Carole Bennett

Carole Bennett

Senior Administrative Assistant to Todd Morris since May 1998.

After nearly 30 years in the insurance and financial industry I still thoroughly enjoy what I do . . . each day brings something new.

My primary responsibility is to make sure that Todd is prepared for whatever his day brings.

This includes (but is not limited to) scheduling appointments, preparing for client meetings, assisting with service requests, Key Contact Person duringĀ estate settlements, liaison between Todd, Client and Attorney forĀ estate planning, and start to finish processing of all new business.

Phone (402) 571-1505
Fax (401) 571-0673
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck