Bennett Wood

Associate Planner

Bennett Wood

Bennett joined Surience in late 2024 and currently serves as an Associate Advisor, where he supports clients through thoughtful, data-driven Investment strategies and personalized guidance.
As an Associate Planner, he helps build comprehensive financial plans aligned with each client’s goals, using detailed analysis and planning tools.
In his role as a Compliance Associate, Bennett ensures that all client-facing materials and internal processes meet regulatory standards and uphold Surience’s commitment to excellence.

He earned his degree in Business Administration with a specialization in Personal Financial Planning and a minor in Accounting from Central Washington University’s College of Business in June 2024.

Originally from Yakima, Bennett lives in Ellensburg with his fiancé, Madeline, and their cats. Outside of work, he enjoys reading science fiction and fantasy, keeping up with new film releases, and spending time outdoors—especially golfing at Suncadia or hiking in the Cle Elum area.

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(509) 853-1597

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