OUR FIRM

Beth has been in the finance industry since 1991. From venture capital and corporate America to individualized financial planning, her experience has given her a strong appreciation for financial planning and wealth management. She develops personalized strategies to address financial and investment planning for the pre-retiree and retiree, and specializes in working with corporate executives, divorcee’s, clients experiencing life changing events and federal employees and their families. Additionally, Beth works with business owners on succession planning and their financial life after.

Beth provides each of her clients with a broad comprehensive perspective on wealth management guidance, preservation, estate planning and tax efficiency planning. Her overall goal for her clients is to preserve and grow financial assets and help limit downside risk so that they can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience. She also focuses a portion of her practice on women and hosts a quarterly educational seminar “Savvy Women Invest” to educate women to make smart decisions with their money. She works closely with clients’ other family advisors, including attorneys and accountants, to focus on the client’s total wealth management needs.

In 2012, Ms. Bennett earned her CERTIFIED FINANCIAL PLANNER™ certification. With the necessary education, her entrepreneurial spirit, and forward thinking, she chose to become an independent advisor. Now as the Principal and CEO of Chesapeake Financial Planning & Tax Services, LLC., she is able to provide her clients with complete objectivity, transparency and the most customized strategies that were not available to her at the large institutions where she previously practiced wealth management. Additionally, her ability to utilize the tax background, she is able to provide recommendations that minimize your individual tax burden.

As a graduate of Penn State University, she holds a BS in Accounting and was additionally awarded her MBA from Meredith College. Both of those degrees were attained while maintaining full time jobs. She is a registered representative and investment adviser representative with J.W. Cole Financial, Inc., and is a member of the Financial Planning Association (FPA).

Beth enjoys spending quality time with her husband and fur baby, Luie as well as her son and daughter-in-law who live in NC. Beth is an avid fitness enthusiast, beach goer and enjoys cooking when she can.

Since joining Chesapeake in 2013, Katie has embraced various roles to support the company’s daily operations and deliver exceptional service. As a financial advisor and paraplanner, she is dedicated to helping clients navigate their financial journeys with confidence and clarity.

Originally from Pennsylvania, Katie relocated to Maryland in 2011 after earning her Associate of Arts degree in Multimedia. Her creative background complements her analytical skills, allowing her to bring a unique perspective to financial planning.

In her free time, Katie enjoys traveling, exploring art, and discovering new inspirations. However, her greatest joy comes from spending time with her husband and their two beloved cats, Lucy and Liam.

Colleen is the welcoming smile you’ll see when you visit the Maryland office and the friendly voice that greets you when you call. With her passion and dedication, she ensures the office runs smoothly, scheduling client meetings and managing the finer details of all-client accounts. Whether it's life insurance, annuities, or any other policy-related information, Colleen is an expert researcher, always ready to assist with any questions you might have.

With a keen eye for detail and a commitment to excellent client service, Colleen plays a vital role in the smooth operation of the Maryland office. Her warm and welcoming personality makes her a standout, and she always goes the extra mile to support both clients and colleagues.

Colleen is based in Annapolis, Maryland, and holds a BA in Psychology from Salisbury University. Outside of work, she enjoys spending time with her family, particularly since recently becoming an aunt – although she prefers the title “Lovie.” Colleen is also a big fan of traveling, hitting the gym, and soaking up the sun on trips to the beach.

Adiane is instrumental in supporting the daily operations of Integrity Wealth Planning. She coordinates internal workflows, manages client communications, and assists our Financial Advisors with care. Her attention to detail helps create a welcoming experience for our team and clients alike. Adiane is proud of her role in supporting our advisors build lasting client relationships as they work toward their financial goals.

Adiane earned her Associate in Arts Degree in Graphic Design from Broward College, where she graduated with honors. She went on to receive her Bachelor’s Degree in Studio Art from Florida Atlantic University, graduating magna cum laude. Adiane has had a wide range of administrative experience for 30+ years.  She has worked in a variety of fields, including general contracting, consulting, telecommunications, commercial real estate, and engineering.

Outside of work, Adiane loves to spend time with her husband and daughter, reading novels, painting, and exercising.

Kim joined our team in February 2025. She handles various client requests and answers any questions over the phone to support them throughout their journey to financial independence. She has worked in many realms of the financial industry for over 20 years. In her free time, Kim enjoys spending quality time with her husband and grandchildren, traveling, and going to the beach.