Associates

Mary Smith & family smiling together


Mary Smith

Office Manager

Phone: (714) 854-0455
Fax: (714) 854-1668
Email: Mary@Bennettfis.com

Serving our clients is the number one priority at our practice. We couldn’t do that without the hard work and support of people such as Mary Smith who has been a valued member of our team. Mary 's primary responsibilities are scheduling meetings and appointments and managing client communications on service issues.

If you have any questions or need information, contact them at mary@bennettfis.com.


Linda Nelson Headshot


Linda Nelson

Administrative Assistant / Database Coordinator

Phone: (714) 854-0455
Fax: (714) 854-1668
Email: mary@bennettfis.com

Linda Nelson, is also a valued member of our team. Linda's primary responsibilities are scheduling meetings and appointments, supporting marketing, and providing policy service for clients such as processing beneficiary changes.

If you have any questions or need information, contact them at linda@bennettfis.com.


Sally Waltmire

Email: sally@bennettfis.com

Sally Waltmire, is also a valued member of our team. Sally's primary responsibilities are supporting case prep.

If you have any questions or need information, contact them at sally@bennettfis.com.