Molly is a partner of the firm and a key contact for our clients. With a decade of experience as a financial professional, she holds several securities licenses, the CERTIFIED FINANCIAL PLANNER™ designation, and is an Accredited Estate Planner®.

Molly is dedicated to understanding clients’ goals and creating customized financial strategies. Working closely with individuals and families, she builds, refines, and implements financial and estate plans, ensuring attention to detail and ongoing support throughout the process. Known for her strong analytical skills, follow-through, and personal approach, she fosters lasting client relationships through trusted guidance. She brings specialized expertise in trust management and distributions, allowing her to offer comprehensive, tailored advice for clients’ unique estate planning needs.

A native of Western Massachusetts, Molly enjoys traveling, mountain biking, and adventuring. She embraces new challenges and is committed to lifelong learning and professional growth.