Justin is the Founder and President of Bennett Financial. He excels at helping clients understand and adapt to different paradigms to achieve different outcomes. Justin focuses on his clients’ personal economy and how money works. He adheres to a Lifetime Financial Discipline he developed over many years. This discipline helps clients protect and realize their long-term wealth potential.
Justin’s clientele share 3 common characteristics: family and business minded, have financial resources to make decisions and are able to make decisions based on facts as opposed to opinion, sales hype or innuendo.
Justin has many years of diverse experience in financial services and a background in Financial Economics from Moravian College.
Justin, his wife Kim and their children, Ellie, Cooper and Allaire, reside in Monmouth County, New Jersey.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 1150 Raritan Road, Ste. 201, Cranford, NJ 07016/908-709-0020. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bennett Financial Group is not an affiliate or subsidiary of PAS or Guardian.
After graduating from Villanova University, Shane began his career as an equity market maker on the floor of the New York Stock Exchange. In the ten years Shane spent at the NYSE, he was responsible for both maintaining a fair and orderly market in numerous Fortune 500 listings, while also profitably trading upwards of $25 million dollar positions for his companies dealer account. In this role, he also built relationships with other brokers, trading desks, and his listed companies to keep them aware of the ever-changing market conditions.
Shane, his wife Jessica, and their children, Alexandra, Ginger and Max reside in Little Silver, New Jersey.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1150 Raritan Road, Ste. 201, Cranford, NJ 07016/908-709-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. The Bennett Financial Group is not an affiliate or subsidiary of PAS or Guardian.
Steven was on a prototypical Wall Street career path with roles at Bloomberg, Lehman Brothers, Societe Generale and institutional investment management. But in 2016, Steven experienced the ramifications of the economic downturn personally, and professionally.
At 34 years of age with 2 kids, Steven realized that he’d never enjoy personal satisfaction at the prototypical financial institution. He’d have little control over his career stability with institutions that were in business for different reasons – unconditional profit.
Steven joined Bennett Financial Group in 2016 to make a meaningful impact on people’s lives. He understood the impact of economic hardship, how it impacted his family and how devastating it was for families who lost significant retirement capital. Steven began to experience financial planning through a different paradigm and Justin Bennett had a vision: Do the right things for the right reasons for the right outcomes. Steven embraces a different approach to traditional financial planning and the outcomes are what drives him in his pursuit of enduring client relationships. Steven graduated from Gettysburg College with a B.A. in Management and earned an MBA from Fordham University with concentrations in Finance and Accounting.
Steven, his wife Meghan and their children, Liam and Brady, reside in Fair Haven, NJ.
In addition to Sue facilitating the on boarding of new client relationships, Sue is the go to team member who has the ability to keep the team working together at all times so that our clients continue to receive the value they deserve. Sue interacts with the clients, vendors and relationships so that the growth of BFG remains steady and controlled.
Sue understands what it means to have balance between her home life, exercise, work and always keeping an optimistic outlook.
Sue, her husband Mark and their children, Mark, Jr., Andrew and Natalie, reside in Shrewsbury, NJ.
Lise is involved in assisting existing clients with their planning as it relates to organization and ongoing changes. In an effort to uphold our commitment to our clients and remain proactive with them as their personal economy continues to grow, Lise is able to navigate personalities and deliver on her careful attention to ensuring that the value we provide our clients is equal to or greater than their expectations.
Lise, her husband William and their children, Paige and Woodie, reside in Red Bank, NJ. Their daughter Anne, husband Evan and their son, John reside in Savannah, Georgia.
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