Molly is a partner of the firm and a key contact for our clients. She has been a financial professional for over nine years, holds several securities licenses, as well as the CERTIFIED FINANCIAL PLANNER™ designation.
Molly works to understand clients’ goals, build customized financial plans, and implement action items with clients. She builds and maintains client relationships by providing a high level of service and individual attention. She possesses a valuable combination of strong analytical skills and consistent follow-through to ensure accurate execution. Molly is resourceful, energetic, and comfortable being a go-to person to support client needs.
A native to Western MA, Molly enjoys spending her time outside the office traveling, mountain biking, and adventuring with her dog, Rylee. Molly continually searches for new challenges to overcome and prides herself in perpetual learning and self-development.